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Web i’ve created a sample new client onboarding checklist template to get you started. It’s time to celebrate those weeks or months you spent building a relationship with a prospect that has finally become a customer. Web build strong client relationships and reduce churn with our proven client onboarding checklist. Web client onboarding checklist · 1. Setup project plan ·.
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Set clear expectations around your agency and what will be delivered. Modify this template to fit. Design a client onboarding form· 3. Initiating the customer onboarding process begins with extending a warm welcome to.