Webinar Recap: Establish a Client Onboarding Process

In this session, we discussed best practices for successful client onboarding to the client portal. We also covered preparing for initial conversations, the best resources to share, and how to customize the experience.

Additional Resources

• Preparing for Initial Client Meetings
• Introducing the Client Site to New Clients
• Guide to the Client Experience

Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your August Training Opportunities here.