Client Onboarding
Client onboarding is the structured process of welcoming new clients and integrating them into your agency’s service workflow. It often includes gathering information, setting expectations, assigning team members, and giving clients access to tools like a client portal.
Example
An agency might onboard a new client by sending a welcome email, collecting brand assets through a form, and granting access to a portal where the client can track project progress and communicate with the team.
Related terms
Related article
How to Build an Efficient New Client Onboarding Process
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