The first 90-days you are working with a new client is so important for reinforcing their purchase decision. They’re looking for proof that what they’ve just paid for is worth it. They’ve bought the new Ferrari and the last thing you want is for them to figure out they’ve actually got a Ford Fiesta for that big price tag.
In the video below I discuss 3 things you can do in that first 90-day period – the onboarding phase – which will set up the client relationship for the long-term.
Here is a brief summary of these tips for onboarding clients:
- Build a long-term strategy in the first 15-30 days.
- Establish accountability and refine the scope.
- Put quality controls in place.