Sales Module 11: Internal Onboarding for New Clients

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Course Overview

Onboarding Procedures:
- Steps to transition a prospect into a paying client.
- Who handles the client onboarding process and key milestones.
Internal Collaboration:
- How the sales team works with the technical and account management teams to ensure smooth onboarding.

1. Onboarding Procedures:
- Steps to transition a prospect into a paying client.
- Who handles the client onboarding process and key milestones.
2. Internal Collaboration:
- How the sales team works with the technical and account management teams to ensure smooth onboarding.
- Important Keypoints and customer expectations

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