Looking for something? Search for: Client Onboarding Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. How to build an effective B2B customer success onboarding program  August 10, 2024 - by Sylva Sivz Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term. Creating a graphic design checklist for flawless project execution July 31, 2024 - by Sylva Sivz Discover how creating a graphic design checklist can help you create a structured workflow, streamline communication with your clients, and help you deliver exceptional work! How to create a Google Ads questionnaire (+free template) July 29, 2024 - by Drazen Vujovic Looking for a simple way to understand your clients’ advertising preferences? Read this post to see how to create a Google Ads questionnaire. 6 tips for enterprise onboarding success July 26, 2024 - by Sylva Sivz Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers. How to verify your clients’ identity online July 5, 2024 - by Drazen Vujovic Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. Requirements gathering questionnaire (free template included) June 11, 2024 - by Drazen Vujovic Questions to ask in a requirements gathering questionnaire Why you need a client organizer and which one to choose May 27, 2024 - by Sylva Sivz Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post. How to improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions. Request access to Facebook page: A step-by-step guide October 19, 2023 - by Drazen Vujovic Accessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps. Top 15 client onboarding tools to boost efficiency August 13, 2023 - by Drazen Vujovic Looking for better ways to welcome your new clients? Read on to learn about some of the best client onboarding tools for service companies. Client onboarding automation: How to streamline and simplify your onboarding process August 6, 2023 - by Nicholas Edwards Looking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation. A comprehensive guide to white-glove onboarding August 3, 2023 - by Nicholas Edwards Looking to give your customers a white-glove onboarding experience? In this article, we cover everything you need to know. Improve your project intake process: A step-by-step tutorial July 18, 2023 - by Drazen Vujovic Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals. Web design intake form: 25 questions to include July 6, 2023 - by Drazen Vujovic Looking to simplify your website design projects? We’ll show you how to do that using a simple web design intake form. What is a project intake form — and how to make one May 9, 2023 - by Drazen Vujovic Not sure how to kick off your next project? Read our guide to learn what a project intake form is and how to create one for your organization. Why you need a document upload portal — and the best tools for the job March 28, 2023 - by Nicholas Edwards A secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job. Why you should be using a creative request form — and how to write one March 19, 2023 - by Drazen Vujovic A content request form can help you improve client communication and align expectations from the start. In this article, we’ll explain everything you need to know. How to create the perfect design request form March 16, 2023 - by Nicholas Edwards To meet all your client’s design needs, you’ll need to use a design request form. In this article, we’ll explain everything you need to know. How to write a killer copywriting questionnaire March 2, 2023 - by Nicholas Edwards Want to know how to write the perfect copywriting questionnaire? We’ve got you covered. In this article, we’ll cover the questions you need to be asking. How to write a new client welcome email February 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. How to streamline your agency client onboarding August 29, 2022 - by James Rose Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success. How to create file upload forms for your clients (a step-by-step guide) July 22, 2021 - by Helen Heidel This guide will show you how to create a file upload form using Google Forms and Typeform. Graphic design questionnaire: 30 questions to ask June 23, 2021 - by Sylva Sivz Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure. Client interview questions: Best tips and examples June 4, 2021 - by Drazen Vujovic Get a list of the vital questions to ask in your next client interview for better-suited, stronger partnerships. Requirements gathering: 6 steps to avoid project failure March 18, 2021 - by Sylva Sivz 70% of projects fail due to poor requirements gathering. Use this 6-step requirements gathering process to see better success with your agency projects. Interior design questionnaire: 30 insightful questions to ask March 16, 2021 - by Sylva Sivz Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project. 4 ways to create a WordPress client portal for your agency February 15, 2021 - by Sylva Sivz Learn 4 different ways to create a client portal for your agency using WordPress features, plugins, and other client collaboration tools. Create a website design questionnaire (includes template) January 25, 2021 - by James Rose Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new website Client onboarding questionnaire: 20 questions to ask January 15, 2021 - by Sylva Sivz Get a list of 20 great questions to ask new clients in your marketing agency client onboarding questionnaire.
