Create a comprehensive onboarding package for new clients

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.