A good client onboarding process is essential when it comes to growing a successful business. However, many entrepreneurs tend to ignore this important operational task. As a creative entrepreneur, client onboarding isn’t my favorite thing to spend time on, and I’m guilty of forgoing a formal process for it for years when I first started Mod Girl Marketing. However, I quickly realized that I was wasting time and my business was losing money by lacking this process. According to management consultant (and client onboarding pro) Karl Sakas, “Agencies struggle with client onboarding because it’s a transition point. You might have a sales process and a client delivery process, but you often don’t have a system to ensure a smooth hand-off: a client onboarding process.” This is a problem I faced at the beginning and one I see many marketing entrepreneurs struggle with today. So I invited Karl to join me […]