True or false? It’s important to adopt soft skills to align with your client on a personal level.
True – finding areas of commonality will help you establish trust early on and open the conversation with your client.
Read moreAuthor: Roger Johnson
Fill in the blank: A ____________ is a great way to perform health checks with your clients.
Net Promoter Score survey service level agreement business one-page questionnaire renewal call
Read moreTrue or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.
True – set a meeting with all your past clients to learn what you could have improved on. True –
Read moreWhat are some of the ways to use automation in your onboarding process?
Use the HubSpot meeting tool to make it easier to schedule client calls Create email templates in HubSpot Sales for
Read moreWhich of the following is NOT a step to optimizing your onboarding process?
Collect information about your current onboarding process Review and workshop the onboarding process Update your existing onboarding process Send your
Read moreWhy is documenting your client lifecycle process important?
It helps you review what is and isn’t working in your client journey It makes employee onboarding and communicating to
Read moreFill in the blank: During the ____________ stage, clients are expecting to see results, so make sure you share quick wins and performance improvements.
onboarding post-onboarding and continuing client management renewal ongoing management ending retainer
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