026: Tactical Tuesday – How to Prepare for a Successful Client Onboarding ft. Vivien Maron

In today’s Tactical Tuesday, Vivien joins Sam for the final part of their three-part series on how to use ChatGPT to enhance your business development strategies and tactics. We discuss the crucial topic of client onboarding, covering everything from the welcome packet and kickoff call to technology onboarding and staying in constant communication with your clients. This episode is packed with practical tips and insights that will help you prepare for a successful client onboarding process.

Link to ChatGPT prompts used during the episode: https://docs.google.com/document/d/1fDqPTvkwDcAUbAkywZfea7rFov_8RpLUzyetdaevHZ4/edit?usp=sharing