Ditch the Chaos: How to Nail Client Onboarding Like a Pro

Client relationships start long before the first deliverable—and your onboarding process sets the tone. In this episode, Amy and Jack get real about what it takes to create a streamlined, scalable onboarding experience that builds trust from day one. They break down the core components of an effective onboarding system—think clear processes, the right tools, and a team that knows exactly what to do. From proposals and welcome emails to internal workflows and client-facing systems, this conver...