Client Onboarding - Complete walkthrough

Course Overview

Intro
Onboarding tools overview project management, contracts, communication
Project Management with Asana
Onboarding email
Welcome pdf
Contract
Onboarding clients on Asana
Kick-off call
Off-boarding tips
Final off-boarding call
Final invoice
Delivering assets and off-boarding presentation
Testimonial and feedback form
Discount for future collaborations and referrals
Check-in with clients later on
Overview

(Please note that we obtained the following content based on information that users may want to know, such as skills, applicable scenarios, future development, etc., combined with AI tools, and have been manually reviewed)
This course provides a comprehensive guide to client onboarding, covering the tools, processes, and techniques needed to ensure a successful onboarding experience. It covers topics such as project management, contracts, communication, welcome PDFs, kick-off calls, off-boarding tips, final invoices, delivering assets, testimonials, feedback forms, discounts, and check-ins.
Learners of this course can develop their career in customer service, project management, or business development. They can also use the knowledge gained to pursue further education in related fields such as marketing, communication, or customer relations.
Learning suggestions for learners include reading up on customer service best practices, exploring different project management tools, and understanding the basics of contract law. Additionally, learners should practice their communication skills and learn how to effectively manage customer expectations.