Sat.Mar 23, 2024 - Fri.Mar 29, 2024

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The Definitive Guide to Client Onboarding and Positive Customer Experiences

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Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. You may think that your welcome and monthly check-in emails are enough to keep your clients satisfied. Table of Contents What is client onboarding? Find out here.

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How to maximize your deal desk process flow

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Solution development : at this stage, a deal desk is involved in planning a budget, considering the costs of a solution, discounts they can offer to a client, and projecting revenue from cooperation. Negotiation : this stage gathers a deal desk, a sales team, and a client to agree upon mutual terms and conditions.