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what is good yall john d saunders here you know the vibes in todays video im talking about client onboarding try to make a seamless process for your new clients and how to have them walk through this process so its simple and easy to get things done lego so just a quick recap ive created a knowledge base for our agency you can check out more on that video in the upper right corner for now i want to focus more so on client onboarding so if were bringing on a client we have an email list of templates and so just think of it as weve talked to the client weve vetted them and theyre ready to sign on so since theyre ready to sign on and theyre about to make their payment what well do is well send them an email collecting their initial deposit and the client agreement we use docHub for client agreements and we use freshbooks for our invoicing and deposits and so just to skip ahead because i want to focus on the client onboarding part we basically started with welcome to our age
