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Client Onboarding Mastery

Client Onboarding Mastery

30 000 som

What You Will Learn

A complete onboarding workflow — exactly what to do from the moment a client says “yes.”
Email scripts and templates — welcome emails, expectations, timelines, follow-ups, and confirmations.
Checklists, forms & questionnaires — ensure nothing gets forgotten and every project starts with clarity.
Automation tools and recommendations — how to save hours every week using smart systems.
Boundary-setting strategies — confidently manage client expectations and prevent misunderstandings.
How to handle payments, timelines, deliverables, and revisions professionally and stress-free.
Communication frameworks — create trust, transparency, and long-term client satisfaction.

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