Description
- In the midst of excitement, acceleration and new personalities, setting up a communication system with your new client from the very beginning of the project and relationship is a crucial first step in garnering their trust. Enforcing a consistent stream of communication about “what to expect” will level emotions, curb anxiety and serve as the supporting role to your ironclad contract that you both just signed. Enter the Circaphiles “Client Onboarding Guide”… a little prettier and a little easier for a client to read than a contract, and hopefully simpler to remember. We created this Guide to help you steer that stellar first impression you made (maybe even with the help of our other Expert Guides). Clear out as many questions clients may have down the road when they receive a bill, review the budget or wonder what’s next. Leading with this Client Onboarding Guide is a powerful springboard to your success and reputation in the future. Now, go out there and impress the heck out of your new client!
- We have supplied 14 pages of templated format suggestions, sections, guidelines and professional verbiage. You will need to format it in an appropriate way using your preferred graphic design program and with your firm’s branding and messaging.
