Onboarding A new client

The video provides a behind-the-scenes look at a service-based business's client onboarding process, offering transparency and insight into how they work, which can build trust and attract potential clients.

The video follows the creator's process of onboarding a new client for their social media management agency. It shows the initial steps of sending a welcome kit and an onboarding form, followed by preparing the strategy and setting up a shared workspace, culminating in an in-person meeting.