The Definitive Guide to Client Onboarding and Positive Customer Experiences
Nutshell
MARCH 25, 2024
They should also have the chance to ask questions and enlist your help to get them set up. Store and distribute customer information through your CRM software for easy reference when needed. Sign an agreement When both parties agree on the parameters of the deliverables and what to expect, it’s best to draw up a formal agreement.
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