#027: Client Onboarding
Jul 18, 2014•59 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode, we define onboarding and talk about the impact it can have on bringing in new customers. Dan and Jason also give their own examples of onboarding and how it has helped their clients.
So what exactly is onboarding and why is it crucial for design businesses? Dan and Jason kick off the first Businessology Show on onboarding with a discussion about this important strategic process and function. Hear their personal insights and experiences with onboarding at their own firms and how doing it correctly aligns you with the right clients, weeds out the wrong ones and helps “make the covert overt” before you get to work.
So what exactly is onboarding and why is it crucial for design businesses? Dan and Jason kick off the first Businessology Show on onboarding with a discussion about this important strategic process and function. Hear their personal insights and experiences with onboarding at their own firms and how doing it correctly aligns you with the right clients, weeds out the wrong ones and helps “make the covert overt” before you get to work.
For the best experience, listen in Metacast app for iOS or Android