Remove 2020 Remove Acquisition Remove Client Onboarding Remove Software
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Productizing Professional Services So They're More Predictable

Liston Witherill

About This Talk This talk is by Brian Casel and was recorded on October 27, 2020. How to Onboard Clients to Your Service Brian believes that onboarding is the experience that makes or breaks a business. As he sees it, there are 3 keys to better client onboarding: Have a single client intake form.

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Top 10 Customer Onboarding Best Practices

SmartKarrot

Over and above, you must constantly prove your value even after the onboarding ends. Brownie Points : In fact, a Walker study found that by the end of 2020, customer experience will overtake price and product as the key brand differentiator. This calls out to be one of the client onboarding best practices.