Onboarding New Clients
Our panel dives into client onboarding — what it means, how we've approached it in our businesses, and how you can customize and improve your onboarding over time.
Onboarding new clients
Episode Summary
Our panel dives into client onboarding — what it means, how we've approached it in our businesses, and how you can customize and improve your onboarding over time.
Panelists
- Kai Davis
- Meg Cumby
- Erik Dietrich
Panel Picks
Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:
- Badass by Kathy Sierra (Kai Davis)
- Calendly (Meg Cumby)
- The Expanse by James S. A. Corey (Erik Dietrich)
- Self Service Deployment as a Concept (Erik Dietrich)
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