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8 Ways to Help Optimize Your Onboarding Process for New Clients

11 July 2018

Do you have a formal client onboarding process in place or are you seeking new ideas to welcome new clients?  This article discusses a strategic 8 step approach to streamline and enhance onboarding your new clients.  A new client’s perception of a smooth process can set the tone for a successful long-term relationship and happier clients!  And, happier clients could result in referrals!

Fidelity: 8 Ways to Help Optimize Your Onboarding Process for New Clients

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