Client Onboarding - Complete Walkthrough

Client Onboarding - Complete Walkthrough

Flux Academy via YouTube Direct link

Testimonial and feedback form

13 of 16

13 of 16

Testimonial and feedback form

Class Central Classrooms beta

YouTube videos curated by Class Central.

Classroom Contents

Client Onboarding - Complete Walkthrough

Automatically move to the next video in the Classroom when playback concludes

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

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.