You just scored a new client — and now it’s time to deliver what they signed up for. You invest lots of time and money into new clients, and you want to build a positive, lasting relationship with them, so it's crucial to give them a great experience from the get-go.
New Client Onboarding ensures every client starts off on the right foot with a series of automated emails that welcome and inform them. You can share how to make the most of their first appointment, answer common questions, provide tips to access and navigate your content, suggest steps to get involved in your community — anything that helps your new client get engaged and on the path to reaching the results they’re looking for.
Your first few days with a client set the tone for the entire relationship. By making sure they feel taken care of and know what to expect, you’ll begin to build trust and set your client up for long-term success with you.