Lead Generation Client Onboarding Flow
Word on the street is, onboarding clients properly and effectively will keep them around for much longer. Don't believe us? Keep reading.
On today's episode of the Happy Clients Podcast, we uncover our best-kept secrets on onboarding lead generation clients (don't tell anyone, but they might just be our fav). Check out the YouTube video of this podcast below where we walk you through our exact lead generation briefing document + asana workflow.👀
These documents and flows have been curated through years of experience working with a multitude of lead gen clients. Trust us, we mean business.
Like what you see (or heard?)— head on over to www.dotandcompany.co/checklist to grab our free Client Onboarding Checklist to help take clients off your to-do list.
Cheers to happy clients,
Taylor
P.S.— looking to outsource your client management? We've got you. Find us here.