Onboarding
The Onboarding stage goes through effective onboarding of new clients into your agency through a set timeline, preparation tools, internal fulfillment, and tracking tasks, in addition to a proposed strategy.
What can you expect from this course?
In this course, we’ll go through the Onboarding process basics and how to welcome a new client to your agency successfully. We will be going over the processes and tasks that your agency must perform for a new client.
What You'll Learn
- Transition a new client from the sales team into fulfillment.
- Perform internal processes like setting up tasks in your agency’s CRM system, assigning account managers, and more.
- Review and present a strategy for the client.
- Adjust any changes and launch a campaign to start servicing them.
Onboarding
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Course Objectives
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Transition from Sales
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Business Data Processing I
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Business Data Processing II
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Fulfillment Takeover & Recap
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Objectives Overview
Onboarding
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