On Friday, July 24, 2015 I will be speaking at the Bay Area Consultants Network in San Rafael, California about onboarding new clients and setting expectations.
The Bay Area Consultants Network, also known as BACN, was founded in 2002 to provide consultants opportunities to learn, grow, and build quality professional relationships. They became a 501(c)6 in 2013, and currently meet at The Club at McInnis Park Golf Center where they meet for breakfast and of course, serve bacon.
Onboarding New Clients and Setting Expectations
You closed the sale and received the signed contract — but now what? Learn how an effective onboarding process educates, sets expectations, reduces support, and saves valuable time—time that now can be spent on things that really matter.