Breakout 1 – Client Onboarding Best Practices

PRESENTER: ADAM PRATT

Great client onboarding experiences set the tone from first contact to final invoice. Adam will lead you through the framework he uses with every new client, and we’ll crowdsource the best ideas into a new set of industry best practices. Join this interactive workshop ready to share your best ideas, and every attendee will leave with a new template they can use for their next client onboarding.