Map your customer onboarding process | Virtual Assistant Example
Onboarding is how you welcome new customers or clients into your world. It might include an intake form, discovery session, or distributing a welcome kit...but every business will design this initial experience to be a bit different.
How exactly do you define what this process looks like for your business, though? I recommend starting with a pen and paper!
In this (recorded) Live video from the free Facebook Group (join if you haven't!) I walk through what an onboarding process might look for a VA or OBM...then, I work with the audience to improve this workflow using some simple adjustments.
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Watch video Map your customer onboarding process | Virtual Assistant Example online without registration, duration hours minute second in high quality. This video was added by user Layla at ProcessDriven 13 May 2020, don't forget to share it with your friends and acquaintances, it has been viewed on our site 6,200 once and liked it 122 people.