Create a comprehensive onboarding package for new clients
Rodrick Ganza
0
Virtual Assistant
Copywriter
Social Media Manager
Slack
Research: Identify key information and processes that new clients need to understand.
Content Creation: Develop clear and concise documents, including welcome letters, service overviews, FAQs, and necessary forms.
Design: Design an attractive and easy-to-navigate onboarding packet, incorporating branding elements.
Implementation: Set up digital delivery methods (e.g., email templates, client portal access) and ensure all materials are easily accessible.
Review: Gather feedback from initial clients and make adjustments to improve the package based on their input.
Like this project
0
Posted Sep 1, 2024
A polished and informative onboarding package that enhances the client experience and streamlines the start of new client relationships.
Likes
0
Views
0
Clients
G&G
TagsInstagram
LinkedIn
Virtual Assistant
Copywriter
Social Media Manager
Slack
Rodrick Ganza
High-Quality Copywriting & VA Services Tailored to You
Social Media Content Calendar Creation
Work