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New client onboarding is a straight-forward, yet critical process. Get it right, and you set the foundation for long-lasting relationships with your clients. Miss this opportunity, and you risk higher customer churn and dissatisfaction. Start off on the right foot and don't miss a step with our free onboarding checklist. You'll learn:
1. The best practices for onboarding new clients
2. The exact steps to take at each stage in this process