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Think new client onboarding is just dotting your i's and crossing your t's?
It's the key to unlocking your next wave of growth in your client service business.
Think about it.
If a client's first experience with your team is... "Meh." or even worse, it gets off to a rocky start, then you can bet they'll be looking for any reason to end the relationship.
But if your client experiences a well-run onboarding process, executed to a tee, they feel reassured, excited, and confident they made the right decision in hiring your agency.
That's the start a multi-year, highly lucrative client relationship.
Not to mention, your client will rave about you every chance they get.
What's really holding you back from doubling down on sales?
It's not a lack leads. Plenty of clients are waiting to sign contracts with you!
It's your machine. It's not ready yet. If you signed twice as many clients next month, your team would break. You'd be swamped with overseeing it all and constantly worrying that your clients aren't being served.
Your client onboarding system. Get your machine humming and you'll be off to the races.
When you have absolute confidence that your system can handle an influx of new clients, you'll be ready to drive that next wave of growth.
ProcessKit has your back.
Let's get to it.
No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time.
Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks.
Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
Keep your client list, along with all of your clients' information. Pull a client's details into their onboarding tasks dynamically.
Ready to scale your client onboarding? You need to automate it. ProcessKit automates this critical part of your operation, without feeling overwhelming.
We love Zapier just as much as you do.
Integrate client onboarding with your sales process and other workflows.