Client onboarding should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.
That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails and searching for attachments. Clients will also have a positive initial experience with your company, and get value from the relationship quicker.
In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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