Client Onboarding Dos and Don'ts
Come join us and share about your ideal client and your client conversion hits and misses and Dos and Don'ts.
If you had an experience that changed how you conduct your onboarding, share it.
If you have onboarding questions, bring them.
Telling other members about your ideal client helps your networking team (that's us!) visualize and remember good leads and helps you refocus your onboarding strategy.
Names of attendees will be displayed publicly, along with the contents of the area of practice field.