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Onboarding tools overview project management, contracts, communication
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Classroom Contents
Client Onboarding - Complete Walkthrough
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- 1 Intro
- 2 Onboarding tools overview project management, contracts, communication
- 3 Project Management with Asana
- 4 Onboarding email
- 5 Welcome pdf
- 6 Contract
- 7 Onboarding clients on Asana
- 8 Kick-off call
- 9 Off-boarding tips
- 10 Final off-boarding call
- 11 Final invoice
- 12 Delivering assets and off-boarding presentation
- 13 Testimonial and feedback form
- 14 Discount for future collaborations and referrals
- 15 Check-in with clients later on
- 16 Overview
