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.
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://loom.ly/_qdmwhY
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
Смотрите видео Map your customer onboarding process | Virtual Assistant Example онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь Layla at ProcessDriven 13 Май 2020, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 6,200 раз и оно понравилось 122 людям.