Module 4: Client Onboarding Process

Instructor

chili

Reviews 5.00 (2 Reviews)

Course Overview

Module 4: Client Onboarding Process

Lessons:

The Importance of First Impressions
Scheduling and Structuring the Onboarding Call
Internal Onboarding Process: Roles of Team Members
Setting up Tasks in SENTR
Utilizing Media Wallets for Budget Tracking

Course Content

Client Onboarding Process
- Introduction
  00:02:50
- The Importance of First Impressions
  00:07:39
- Scheduling and Structuring the Onboarding Call
  00:05:20
- Internal Onboarding Process: Roles of Team Members
- Setting up Tasks in SENTR
- Utilizing Media Wallets for Budget Tracking
Assessment Questions

Student Feedback

0.0

Total 0 Ratings

5

0(0%)

4

0(0%)

3

0(0%)

2

0(0%)

1

0(0%)