Tag Archives: onboarding

 

For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …

 

This is the default text shown when someone completes a standard, partially-configured website form. To change it means you have to click through a few tabs and find what text to update. Does it ever matter that someone sees this? Consider the customer journey from when they read some of your social media posts then …

 

If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to …

 

Extra details of question I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to …