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Can your Team Run Your Client Onboarding System?

I’ll bet you already have a Client Onboarding process for your business, don’t you? Is it automated (at least partially)? Can your team execute on your behalf?

We have a system for onboarding new clients, and it’s mostly automated (I like to leave room for personalization on some tasks), and my team can run with it as soon as the prospect gives us the nod.  

Hi – Jen here with SavvyAssist, and today, we’re talking about Client Onboarding Automation.

I’ll bet you already have a Client Onboarding process for your business, don’t you?

Is it automated (at least partially)? Can your team execute on your behalf?

For years, I had a Client Onboarding system – in my head.  I was the only one on the team that knew what needed to happen as we brought on a new client. And because it wasn’t written down – you guessed it – steps were sometimes missed.

I HATED going back to clients to share – or even ask for – something I’d overlooked. It was embarrassing and frustrating – after all, my clients have just hired me to oversee their business operations. I’m sure you’ll agree it was not a great way to make a first impression…

Fast forward 9 years, and not only do I HAVE a system for onboarding new clients, but it’s mostly automated (I like to leave room for personalization on some tasks), and my team can run with it as soon as the prospect gives us the nod.

Not only do we have a Client Onboarding system for SavvyAssist, it’s one of the first systems I insist on setting up for our private clients because I simply KNOW the ROI on this system is huge.

Setting up your own Client Onboarding Automation doesn’t have to be hard – we’ve done the heavy lifting for you! Check out the deets here!

Get that Client Onboarding System out of your head!

Free up that precious mental bandwidth and let your team support you!  We’ve done the heavy lifting for you!