COMMUNICATION-INFLUENCE1 MIN READ
Effective Client Onboarding
For beginners, use _high direction_ with clear steps and expectations.
Effective Client Onboarding SCENARIO · GIVING INSTRUCTIONS Alex is training Jamie, a new sales associate, on the client onboarding process. The situation 0:00 The exchange 0:03 The takeaway 0:30 Alex Jamie, let’s walk through our client onboarding steps together. 0:07 Jamie Sure, Alex! What should I start with? 0:10 First, send the welcome email to the client using our template. 0:14 Got it! Then what do I do?
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