Client Onboarding Process by Juliana Lye K Batista https://padlet.com/teacherjulye/pijvmmlu5t90c383 How to Successfully Onboard a New Client en-us 2021-04-28 23:01:32 UTC 2021-05-06 00:24:28 UTC hello@padlet.com teacherjulye https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1471604429 Client Onboarding Process: How to Successfully Onboard a New Client | Databox Blog]]> 2021-04-29 00:48:14 UTC https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1471604429 The onboarding's process is the most important part of success' journey https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496121470 2021-05-06 00:09:28 UTC https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496121470 https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496124735
  • Contracts and payments (not really) 
  • Client welcome package (Yes, we have)
  • Kickoff call (Yes, I have a kick-off's call with the clients)
  • Onboarding questionnaire (No, we don't have any questionnaire to the client answer. We have a questionnaire the seller answer about the client for CS team access it before the kick-off meeting.
  • Project launch stage (We use pipefy tool to manage the project.
  • Checkup call (At Vee we checkup the client many times during the project, this can be by email, call or meeting.)

    • ]]>     2021-05-06 00:11:04 UTC https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496124735     Importance of a high quality onboarding process teacherjulye https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496125761 2021-05-06 00:11:32 UTC https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496125761 I agree with the article and i had some isights about what we don't do yet at Vee. https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496153068 2021-05-06 00:23:51 UTC https://padlet.com/teacherjulye/pijvmmlu5t90c383/wish/1496153068