Customer onboarding is much more than a series of follow-up meetings asking the client if they're happy with their purchase. It's a part of the purchasing decision that many customers weigh heavily when signing a deal.

But what should the process for client onboarding be? And where do you start?

There's a lot that has to go right when launching a paid traffic campaign, from having the right strategy and targeting, to making sure you have your tracking pixels installed and proper attribution figured out.

It's easy to miss a step when the magic lives inside your head, so let us get it out of there and into an actionable, delegate-able process that your team can use.

One of the biggest reasons customers churn is because they don't see the value in the product or service they purchased. When your customers are happy, engaged, and have positive experiences with your business, they're more likely to make repeat purchases.

The fulfillment process is what ensures that all the hard work you put into getting a customer, vetting them and onboarding them doesn't go to waste.

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Just as crucial as client onboarding, onboarding your employees the right way enables them to become productive members of the team much faster and with a lot less headaches and stress from your end.

Does every member of your team know the direction in which your business is heading? Do you?

With this process, you can create clarity for your team and when everyone knows exactly what direction the company is heading in and how to get there, everyone will experience massive momentum in the process.

You know “content is king” and you need to publish regularly if you want to win search results and drive traffic from social media — but it’s hard!

It takes you way longer than it should to write and publish new content, you know you can’t do it all yourself, but you are struggling to find someone else that’s good enough to help.

You could keep trying to figure it out on your own… but why should you when there's already a proven process we could implement right away?

There's a lot that goes into qualifying and closing a prospect and passing them on to the fulfillment team without causing a disconnect.

From setting up your CRM, to setting & tracking goals and KPI's for your sales team, you won't miss a single detail when you're working with a proven process.

Whether you're offboarding a client or an employee, there's a right way and a wrong way to go about it.

We want to ensure we are protected while preserving the relationship we have built with the person on the other end.

We may not like to think about this process but it is no less important than everything else we do inside our business.