Future Forward: The Proposal and Beyond: Designing an Effortless Client Onboarding Experience

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Presenter: Questian Telka

Topic: The Proposal and Beyond: Designing an Effortless Client Onboarding Experience

After a client agrees to engage your services, the real work begins. In this session, Firm owner Questian Telka will share her insights and proven strategies to create a streamlined, professional experience from proposal to onboarding. You’ll learn how to automate the intake process from proposals and payment collection to creating client training that supports a smooth transition.

Learning Objectives:

Understand how to integrate proposals, payment collection, and onboarding steps into cohesive workflows.

Learn how to build client onboarding workflows after an engagement is signed, from welcome emails to training, and document collection.

Discover tools and strategies to reduce manual tasks during the first 30 days of a new client relationship.

Cost: Free