If you’re familiar with the term “onboarding,” it’s likely in the context of software as a service (“SaaS”). It’s all the rage in the growth hacker world.
The term actually originates from the world of human resources. When large enterprises need to ramp a new employee into the processes, procedures, and culture of the organization, onboarding is critical.
When you think about it, taking on a new client is also inviting a new person into your processes, procedures, and culture. So a smart onboarding process can make for happier clients and less time and hassle for you.
Today we’re talking to Paul Jarvis, a guy with a lot of smart ideas for freelancers and anyone who takes clients. We’ll talk about identifying your onboarding elements, setting parameters that define client expectations, and automating key elements that make your life easier and more lucrative.