Onboarding is more than just a welcome email—it’s a structured journey that ensures clients get maximum value from your product or service. This blog will walk you through a step-by-step client onboarding process, covering key stages such as expectation setting, account setup, personalized training, milestone check-ins, and ongoing support. You’ll also discover best practices, essential tools, and tips to make onboarding efficient while delivering an outstanding customer experience.
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