What are some questions to ask during a welcome call?

Client Onboarding – PSK Portals. Modified on May 17, 2023. This doc will walkthrough the configuration of the client onboarding workflows for PSK Portals. Client onboarding is the experience that a new client has after agreeing to work with you. It's how you bring a client into your business. Mar 3, 2022 ... A Freelancer's Client Onboarding Checklist for a Seamless Project Kickoff · Download the checklist · 1. Complete final paperwork and review ... Jul 22, 2024 ... Client onboarding focuses on relationship-building and initial support, while implementation deals with technical configuration and integration. Mar 5, 2024 ... Elevating Your New Client Onboarding Process · 1. Establish Clear Communication Channels · 2. Use a Structured Information-Gathering Process · 3 ... Mar 8, 2025 ... 5. Host a project kickoff meeting · Introduce your team · Determine how everyone prefers to communicate and receive the product or service, such ... Oct 26, 2022 ... Kick-off Call to Create a Plan · Establish client's expectations; · Open communication channels; · Build trust in your team's expertise; ... Feb 9, 2023 ... In this article, we'll dive deeper into what client onboarding is, including the eleven fundamental steps and ten best practices involved in this process. Jun 24, 2024 ... This guide will break down how to onboard a new client in seven easy steps, so you can get back to doing the work that will show your client what you can do. This guide will walk you through the process of using Keeper to onboard new clients to your practice.