• Training
  • |
  • 3-Step Customer Onboarding Checklist

3-Step Customer Onboarding Checklist

Subscribers Only




0% Not started


About "3-Step Customer Onboarding Checklist"

Take Charge of Your Client Onboarding!

Take Charge of Your Client Onboarding

Hi, my name is Samantha Pointer Foxx and welcome.

In the next few minutes, you are going to discover how service-based small businesses from all over the country are quickly onboarding new clients without hassle.

I've put together a meaty checklist for you that helps you onboard your clients successfully. It specifically addresses the questions of:

* What systems do I need and how I'll track results

* How to create a system for the first few weeks after purchase to ensure client satisfaction and successful use of your product or service.

* How to draft the content customers will receive after their purchase and how it will be delivered.

and MORE!

This 6 page high level checklist will help you map out your client onboarding for your products and services. 

Just  click "Start Course" below to get started.


3-Step Customer Onboarding Checklist

Text lesson

Subscribers Only Download your files here!

Download your checklist.

About the Teacher

Samantha Pointer, CASP™

As an Automation Bridge Certified Automation Service Provider™, Samantha Pointer holds the expertise to implement automated marketing and sales systems in your business with the highest level of excellence. Ms. Pointer has been personally trained by the founder Chris L. Davis on his proprietary framework to quickly scale businesses with automated systems.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}