Onboarding New Clients

Onboarding new clients

Episode Summary

Our panel dives into client onboarding — what it means, how we've approached it in our businesses, and how you can customize and improve your onboarding over time.

Panelists

• Kai Davis
• Meg Cumby
• Erik Dietrich

Panel Picks

Each episode, the panel (and guest) share their picks: a book, app, service, resource, or something else that they're enjoying and recommend you check out:

• Badass by Kathy Sierra (Kai Davis)
• Calendly (Meg Cumby)
• The Expanse by James S. A. Corey (Erik Dietrich)
• Self Service Deployment as a Concept (Erik Dietrich)

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