Onboarding to Offboarding - Your Client Journey

How to professionally engage with your clients from onboarding to offboarding, considering client customer journey.

A step-by-step guide on managing client relationships from start to finish. In this presentation, I will break down the client journey into easy-to-understand steps, focusing on how to make every interaction smooth and satisfying for your clients.

Topics Covered:

1. Getting Started Together:

• Making the first steps with your clients
• How to make sure everyone's on the same page and feeling good about the collaboration ahead.
• Some cool tools and tricks to make the beginning super easy.

2. How to keep those client relationships strong and happy.

• Some tips for keeping communication open and really listening to what your clients need.
• Ways to surprise and delight your clients along the way.

3. Saying Goodbye with a Smile:

• How to wrap things up with your clients like a total pro.
• How to ask for feedback, tie up any loose ends, and leave them feeling great about the experience.
• How to leave the door open for future collaborations.

Let's explore the ins and outs of client management in a fun and easy-to-understand way. Whether you're a seasoned pro or just starting out, this talk will give you the tools and confidence to build awesome client relationships every step of the way. See you there!