How to easily onboard a client with Anna Michalak | HeyOrca

Is your client onboarding process smooth sailing?
Onboarding a new client to your agency sets the foundation of your relationship with them going forward. And we want to make sure you’ve got everything you need to succeed!
We’ve teamed up with Anna Michalak, Founder of Vision Marketing, to give you all the tools, resources, and advice you need to make onboarding a delightful experience.
In this webinar, we cover:
✅ Tools and resources to use for easy client onboarding
✅ How to communicate with your new client effectively
✅ Understanding client needs and expectations
✅ Setting clear boundaries (without feeling icky about it!)
Resources mentioned in the webinar:
📖 Agency client onboarding blog:
www.heyorca.com/blog/client-o...
📖 5 ways to easily manage your clients:
www.heyorca.com/blog/social-m...
📖 10 ways HO can help your agency:
www.heyorca.com/blog/everythi...
📖 Next webinar: April social media news round up:
www.bigmarker.com/heyorca/Soc...
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Podcast link:
rss.com/podcasts/lifeinsocial/