Client onboarding is the process of getting new clients up to speed so we can

1. Work together effectively
2. Gather all of the information we need for a successful project
3. Create a great foundation & lasting relationship

Effective onboarding ensures that everyone is on the same page and everyone has access to all information related to the project at their fingertips

Crystal clear expectations eliminate and reduce any potential conflict

It gives you the tremendous insight into the project

1. What to expect, what’s next and the process
2. Availability, turnaround on tasks and project boundaries