Onboarding New Clients
Sep 08, 2020•46 min
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Episode description
Onboarding new clients
Episode Summary
Our panel dives into client onboarding — what it means, how we've approached it in our businesses, and how you can customize and improve your onboarding over time.
Panelists
- Kai Davis
- Meg Cumby
- Erik Dietrich
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- Badass by Kathy Sierra (Kai Davis)
- Calendly (Meg Cumby)
- The Expanse by James S. A. Corey (Erik Dietrich)
- Self Service Deployment as a Concept (Erik Dietrich)
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