How to onboard a client?

To onboard a customer, its best to:

• Gather the info you need, like their email address and phone number
• Make sure your customer knows who to get in touch with should they need help
• Let your client know how and when they can expect to hear from you
• Deliver something of value to them as soon as possible
• Let them know that you appreciate their business
• Keep in touch, and if possible take notes of your conversations so that you can connect with them on a personal level each time you speak