Mastering Client Onboarding

A comprehensive guide to setting the foundation for long-term client success

The first 90 days of any client relationship determine whether you'll become a strategic partner or just another supplier. This recorded webinar walks you through a proven onboarding framework that sets clear expectations, builds trust, and establishes the foundation for sustainable growth.

In this session, we cover the essential elements of effective client onboarding - from pre-kickoff preparation and stakeholder mapping to establishing communication protocols and setting success metrics. But what makes this recording truly valuable is the candid roundtable discussion where experienced Client Services Directors share exactly how they run onboarding in their agencies.

You'll hear real-world insights about common onboarding pitfalls, creative solutions for complex client structures, and the specific tools and processes these leaders use to ensure every new relationship starts strong. It's like getting a behind-the-scenes look at how the most successful agencies set themselves up for long-term client success.

Originally recorded as part of our Client Services Director community series, this session provides both strategic framework and practical implementation guidance.

https://www.youtube.com/watch?v=Zk8qC3jU8zs