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5 Ways to Automate Your Client Onboarding Process

July 5, 2023

Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and you set the tone for successful, long-lasting client relationships.

But nailing it isn’t always easy. With more than 90% of customers believing that companies could do better when it comes to onboarding, expectations have never been higher.

At the same time, providing a smooth and seamless onboarding process isn’t just about pleasing clients. It’s about organizational efficiency, too. As your business scales, you’ll need to find smarter, faster ways to onboard new clients.

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