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New Client Onboarding

Onboarding new clients in an agency is about getting what you need to do the job and properly setting the expectations of your new clients. Both can be accomplished with a mix of personal contact and email communication.

The New Client Onboarding template is meant to help agencies send needed communications via email with every new customer. You can send clients to a custom onboarding page or simply edit the provided email copy to communicate expectations.

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