On average, you would spend about 5 hours a week trying to find a document you need. 18 minutes more you attempt to locate it with your managing . DocHub enables you to save valuable time and have every file you need within your reach. Access PDF New Client Onboarding Checklist Templates in one click and focus on duties that matter the most for you.
DocHub transforms usual document managing and alleviates tedious document search processes. Get all capabilities and functionalities of document workflow when you need it, no additional management platform is required. Start your free DocHub trial right now.
In this video, Mike Mancini, a Google Ads agency owner with nine years of experience, explains the onboarding process for new clients. He emphasizes the importance of gathering all necessary information upfront to avoid further contact until the campaign launch. The next interaction will be just before the campaign goes live, where final questions will be addressed, and client expectations will be set. The onboarding utilizes a straightforward spreadsheet that will be detailed step by step. The process begins after a successful sales call, where the client has decided to move forward with the agency's services.