Webinar Recording: OnBoarding New Clients

Sponsored by AgencyBloc

A Welcome Kit is Great, but…

Many agencies have created a welcome kit they send out to new clients. Steve will highlight what can be included in your kit. He will also provide ideas on other actions you can take to engage your new client so they will never think about leaving.

What technology can you use to create a great customer experience?

Steve will talk about the benefits of using an agency management system with email marketing capabilities to manage the onboarding process.

What multi-media is available and how should I use it?

Creating a great customer experience means using more than just email. Steve share some ideas on how you can incorporate video, on-line learning courses, mobile apps, client portals, and who knows what else. All of these are ways to engage your new client with your organization.

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