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How to Ace The Client Onboarding Process
Discover the best strategies for client onboarding to ensure a smooth and effective experience for your business and customers.
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Congratulations on acquiring a new client! Now that you have their attention, you must set things in motion. Perfecting your client onboarding process is essential because the first impression you make can greatly impact your entire collaboration.
To help you create a seamless onboarding experience, we put together this comprehensive guide, where we'll cover everything from the benefits of client onboarding to tips and tools to streamline the process, so stay with us to the end!
What is Client Onboarding?
Customer onboarding is a crucial step that combines elements of customer service and sales, aiming to smoothly transition clients from the lead phase to becoming content and well-informed customers.
The client onboarding process directly affects your client relationships, which ultimately impacts your bottom line. Assuming they'll figure things out on their own can damage your relationship with them and result in lost business opportunities.
Why Is Client Onboarding Important?
A good client onboarding process goes beyond just having a series of follow-up meetings to check if the client is happy with their purchase. It plays a vital role in the decision-making process for many customers when they are about to sign a deal.
Here is why you need to prioritize customer onboarding!
A. Align Expectations from the Start
Client onboarding is a crucial step to establish clear expectations and avoid potential issues in the future. This early stage of cooperation offers an opportunity to outline what each party can expect from the other, including desired outcomes, deliverables, timelines, deadlines, payment terms, and communication preferences.
B. Understand Your Client’s Needs
To effectively assist your clients, you must have a clear understanding of their goals and objectives, which is why collecting as much information as possible during the onboarding process is mandatory. This can prevent any potential issues or concerns in the future, saving both your time and the client's.
C. Reduce Customer Churn
In the service industry, it can be tempting to focus primarily on getting new clients and forget about your old ones. However, it is equally important to prioritize the retention of current clients, especially since the cost of acquiring new clients can be as much as five times higher than that of retaining existing ones.
An effective onboarding process demonstrates your organization's efficiency, thoughtfulness, and attention to detail from the start.
D. Comply with Regulations
The specific industry you work in will dictate the extent to which legal compliance is integrated into your client onboarding process. It may be necessary for your client to sign a contract or provide certain legal documents before you can begin working together.
Implementing legal requirements within your new client onboarding process is important, as it helps mitigate the risk of non-compliance or potential harm to your reputation.
Common Challenges of the New Customer Onboarding Process
Integrating new customers into existing systems can be complicated and time-consuming. It requires coordination between different teams, including sales, customer success, and support. Here are some common issues you may face during customer onboarding.
A. Having the Same Onboarding Experience for All Clients
Using a generic client onboarding questionnaire can be helpful to get started, but it's important to remember that it can also be a hindrance if you don't make it tailored to each client.
Since every client has their own unique business goals and expectations, it's necessary to customize the onboarding questionnaires accordingly. This customization allows you to gather specific details that are relevant to their individual needs and requirements.
B. Managing Time Constraints
It's quite common to face time constraints when onboarding clients — some have urgent demands, strict project deadlines, or limited availability for meetings, which can make things even more complicated.
The key is efficient time management. Set clear timelines right from the beginning and focus on the most important tasks during the onboarding process to build strong relationships with your clients while still meeting their needs.
C. Not Customizing Communication for a Particular Client
Every client is unique, with their own preferences and priorities when it comes to communication. Some may prefer a more laid-back and relaxed approach, while others expect a more formal and professional tone.
Understanding and adapting to these preferences is essential for maintaining a productive and efficient working relationship. This might involve organizing face-to-face meetings for some clients, providing detailed written reports for others, or engaging in virtual communication methods such as video conferences or emails.
Without recognizing and accommodating these differences, you may encounter unnecessary delays and misunderstandings.
What to Do in the Pre-Onboarding Stage
Before you dive into the actual onboarding process, you have to cover all your bases first. Here is what you need to do!
1. Assess Your Current Client Onboarding Workflow
To assess and optimize your client onboarding processes during the pre-onboarding stage, follow these steps:
- Review your current process: Examine your existing client onboarding workflow and identify key steps. Look for potential bottlenecks or inefficiencies.
- Gather client feedback: Reach out to recently onboarded clients and ask about their experience. Find out if there were any confusing or frustrating aspects.
- Analyze onboarding metrics: Review metrics like average onboarding time, client satisfaction ratings, and retention rates. Look for patterns or trends that indicate areas for improvement.
- Benchmark against industry best practices: Research industry best practices for client onboarding. Compare your current process to these practices and identify gaps.
- Involve your team: Engage team members directly involved in onboarding. Ask for their feedback on how to streamline and improve the process.
- Map out an ideal process: Enhance the efficiency of your onboarding process by visually mapping out every step. When you use flowchart templates, you create a clear, intuitive roadmap for all team members to follow. This approach not only aligns expectations but also ensures that each task is executed in unison with your client's goals.
- Implement improvements: Adjust your client onboarding process based on the map you created. This may involve simplifying steps, automating tasks, providing clearer instructions or documentation, or improving communication channels.
- Monitor and iterate: Client onboarding is an ongoing process, so regularly monitor and evaluate its effectiveness. Collect feedback from clients, conduct post-onboarding surveys, and track key metrics. Make adjustments as needed to address any issues or emerging needs.
Having a hard time assessing and refreshing your client onboarding practices? A meeting recording tool like MeetGeek can be a valuable asset for this process.
MeetGeek features that can help you during the onboarding process:
- Automated meeting recording: MeetGeek can automatically record customer calls, eliminating the need to manually start and stop recording for each meeting. This allows you to focus on the conversation.
- Accurate transcription: MeetGeek uses advanced natural language processing (NLP) algorithms to provide highly accurate meeting transcripts, ensuring quick access to all the information clients have shared with you.
- Highlights and keyword detection: With MeetGeek, you no longer have to spend hours going through transcripts. The assistant automatically identifies and labels important parts of customer conversations.
- AI features: MeetGeek generates AI summaries that you can share with relevant team members in an instant, which boosts internal collaboration and promotes knowledge-sharing.
- Integration with other tools: MeetGeek integrates with other tools such as CRM tools or shared workspaces, making it easy to log every interaction with a customer in a single workspace that every team member has access to
- Meeting repository: Did you have a meeting with your client you need to look back on? Or perhaps an internal call with other team members to iron out any final details regarding a particular client? MeetGeek serves as centralized storage for all your meeting information.
- Free plan: MeetGeek’s free plan allows you to experience the benefits of having a virtual meeting assistant at your fingertips, with the possibility to upgrade to a paid plan as needed.
2. Develop a Comprehensive Client Onboarding Plan
A successful onboarding process should accomplish two important objectives:
Confirm to your Customer that They Made the Right Choice
Acknowledging their decision and expressing appreciation can go a long way. Consider sending them a token of your appreciation, such as branded merchandise or a welcome pack, depending on your agency's desired tone. These gestures may seem small, but they elevate your agency from being perceived as just another vendor to being viewed as a trusted partner.
Eradicate Any Uncertainty
Clearly outlining what your client can expect from the relationship can be effectively achieved through an introduction email that provides a comprehensive overview of the client onboarding process. By offering this level of transparency, you instill confidence in your new clients, reassuring them that they have made a wise investment.
With these goals in mind, you can create an onboarding program that is people-focused and tailored to your clients’ wants and needs.
3. Assign an Account Manager or Point of Contact
Having a designated point of contact, such as an account manager, is crucial for effective communication and client satisfaction.
Without a dedicated liaison, clients may have to reach out to various people within the team for different aspects of the project, causing confusion and inefficiency. This lack of clear communication leads to miscommunications, delays, and ultimately, client churn.
Having an account manager provides an optimized and personalized approach to addressing client needs and requirements, demonstrating your commitment to outstanding service, boosting client satisfaction, and building trust.
4. Gather Information Through a Client Onboarding Questionnaire
Chances are, you already have a baseline understanding of your client's business and industry from the sales process. However, you must expand on this knowledge during the client onboarding process and gather any missing details.
There are various methods you can use to gather information: intake forms, virtual calls, or emails. But since you’ll probably want to create a scalable process, we recommend using an automated client questionnaire or form. These forms can be reused multiple times, which reduces the risk of losing any important information that is provided in writing.
5. Identify Customer Pain Points and Solutions
Throughout the sales qualification process, your representative is evaluating whether the potential customer is compatible with your business and if they genuinely require your services. Once they fully understand the customer's problems, they can effectively communicate how your product or service can provide the solution.
6. Have a Discovery Call
Even if you send a welcome pack or email, you must also provide a personal touch to your new customer. During the discovery call, make sure that one of your team members warmly welcomes the client and takes the time to address any questions or concerns they may have.
During this initial discussion, it's crucial to understand their goals, expectations, and the desired outcomes for the project. Together, you can determine how to make these objectives actionable and achievable.
The scope and deliverables should align with your goals and should reflect what our company can realistically achieve. These deliverables should be clearly communicated to you before any work begins.
For better results, record the entire conversation with a virtual meeting assistant like MeetGeek, so you can look back on the things you’ve discussed at the beginning of the collaboration and eliminate any uncertainty.
7. Get the Right Members of Your Team on Board
Onboarding is not just about getting the client on board; it is equally important for your entire team. You need to make sure that all the relevant team members are well-informed about the new client, so they have a clear understanding of their role and the deadlines associated with their tasks.
12 Tips to Ace the Client Onboarding Process
Once you’re ready to start the client onboarding process, you’ll have to take several steps to ensure a positive experience for everyone involved, and below we’ll discuss every single one of them!
1. Create a Flexible Service-Level Agreement
If your contract doesn't clearly outline who is responsible for what and when certain work needs to be completed, it's a good idea to consider creating a Service Level Agreement (SLA).
An SLA takes all the information you gathered from the pre-onboarding stage and applies it to the specific terms of your engagement with a customer.
While the contract serves as a general overview of your future relationship, the SLA goes into more detail about the individuals involved, the timeline for completing tasks, and how those tasks will be executed.
As your relationship with a client progresses, so will your goals and expected outcomes. This is why you need to keep your SLA flexible, to make sure that there is a clear framework for addressing these changes.
2. Keep a Record of the Entire Onboarding Process
To ensure a well-documented and efficient onboarding process for your clients, you must keep track of the entire process. Here are a few tips to seamlessly complete this step:
- Start by creating a detailed document that outlines the entire onboarding process. Include all steps, forms, and information that need to be collected from the client.
- Utilize a project management tool to keep track of the onboarding progress. Create a dedicated board or project for each client and list all the tasks and milestones that need to be completed.
- Establish a client folder on your computer or cloud storage system. Organize the folder with subfolders for different stages of the onboarding process, like documents, contracts, communication records, and completed forms.
- Choose a communication platform like email, Slack, or Microsoft Teams to interact with clients during the onboarding process. Save all important conversations for future reference.
- Use project timelines or Gantt charts to visually represent the onboarding journey. This allows you to monitor progress and identify any delays or issues.
- Implement a CRM system to store client information. You can record details, track interactions, and log notes about the onboarding process, creating a central location for all client-related data.
- During meetings and phone calls, have a virtual meeting assistant like MeetGeek take detailed notes that capture important action items, decisions, and agreements. These notes can be added to the client folder or CRM system as a record of the discussions. Ideally, begin recording your calls during the sales process, so you can keep track of the entire process from the get-go.
- Create a client dashboard or status report that summarizes the progress of each onboarding process. This provides a quick overview of completed tasks, pending items, and outstanding requirements.
- Regularly review and update your records to ensure accuracy and completeness. Check the client folder, CRM system, and project management tool to ensure all necessary documents and information are properly recorded.
These records serve as a valuable reference for future interactions, troubleshooting, and problem-solving, ensuring a smooth and efficient onboarding experience for both you and your clients.
3. Have a Kick-Off Call
A kickoff meeting is an important step in establishing a strong working relationship with a new client. While you may have already had some initial interactions, this step allows you to formalize how you will work together. Here are a few key things to cover during this call:
- Introduce your team: Take the time to introduce the members of your team to the client. This helps everyone become familiar with the people they will be working with and fosters a sense of trust and collaboration.
- Establish the project’s scope and goals: Define the exact scope of the project and the goals that need to be achieved within a certain timeframe.
- Outline collaboration methods: Discuss how you and the client will collaborate throughout the project. Clarify the frequency of deliverables and how feedback will be shared.
- Present your Service Level Agreement (SLA): Share with the client the detailed SLA and don’t forget to include expectations, timelines, and any guarantees or commitments you make to the client.
- Provide necessary resources: Share important resources like your team's contact information, access to project management tools, and any other relevant information that the client needs to know. This helps them feel supported and gives them the necessary tools to engage with your team effectively.
The kickoff call sets a solid foundation for the partnership, ensuring that both teams are aligned on strategy and service goals before diving into the actual projects.
4. Reinforce the Value You’re Providing
When it comes to the onboarding stage, think of it as more of an ongoing process rather than a single event. Once you have set a solid foundation and clearly communicated your client's objectives, it's time to take action promptly.
If your client is expecting to see measurable results, be prepared to present the relevant metrics at the next check-in, ensuring that the data collected is accurate and reliable. Recognize that you may not be able to achieve all of your client's goals immediately.
However, it helps to establish smaller checkpoints along the way to mark progress and celebrate successes. This approach will provide clients with a sense of accomplishment as you work toward the ultimate objectives.
5. Set Expectations Early and Clearly
When embarking on a new project, both the agency and the client need to be on the same page. A solid understanding of the goals, timelines, deliverables, and responsibilities is crucial to ensure a fruitful partnership and avoid any misunderstandings or disappointments down the road.
To effectively establish expectations during the onboarding process, actively listen to the client's goals, needs, and preferences.
Keep in mind that transparency is key when it comes to outlining timelines, desired outcomes, and budget allocations. By clearly communicating what will be delivered and when, agencies can manage expectations and prevent any confusion or dissatisfaction later on.
Additionally, clearly outlining who is responsible for what tasks and deliverables helps ensure that everyone knows their part and minimizes the chances of conflicts or misunderstandings later on.
6. Establish Preferred Methods of Communication
Discuss with the client how they prefer to communicate and receive updates regarding the project or service. Whether it's through Slack, email, or another platform, it's important to establish clear channels.
Additionally, make sure to ask how often they would like to be in touch. Discuss with your client or user whether they prefer a weekly/ biweekly/ monthly check-in.
If your client relationships are technology-driven, include this question in the sign-up form for your product. If not, have a direct conversation with your client. In service-based firms, it may be necessary to prioritize communication at the beginning to ensure nothing is overlooked, gradually reducing it as time progresses.
7. Create a Reporting System That Works
Setting up reporting systems is crucial during the client onboarding process. This enables your agency to provide clients with the necessary data in a streamlined manner, adding value without consuming excessive time.
Inquire about your client's key performance indicators (KPIs) during onboarding, and ensure these KPIs are included in your reports.
8. Don’t Forget to Collaborate Internally
Client feedback is key to identifying breakdowns in your customer onboarding process. However, it's your team who must come up with solutions.
Collaborate with your internal onboarding team to group the feedback responses, analyze customer journeys, and identify common themes. Once you successfully do this, think about how you can address the gaps in the customer journey. This will help you come up with solutions that will improve the onboarding experience for your clients.
9. Follow Up, Collect Client Feedback, and Improve
The client onboarding process should not end after the first meeting with a new client. Instead, follow up with the client after some time has passed to gather feedback and address any concerns or questions they may have.
Some common ways to do this are through follow-up calls or emails, preferably between the account manager and the main point of contact on the client's end. This creates a comfortable environment where the client can freely express any concerns or issues, which allows you to promptly address them. This way, you demonstrate your agency’s commitment to delivering exceptional service and ensuring customer success.
It is generally advisable to follow up with a client within a couple of weeks to two months after the first meeting. Regular feedback loops can show you what is working well and what still needs improvements or further customization.
10. Elaborate Clear and Concise Onboarding Documentation and Training Materials
Clear and concise onboarding documentation is essential for reducing additional workload for team members, as well as for internal training purposes.
To accomplish this, start by defining the goals and objectives of the training program and tailor the content to meet your target audience’s specific needs.
Provide step-by-step instructions with clear explanations and visuals, and organize the materials in a logical order. Use real-world examples and address FAQs and challenges.
One effective way to achieve this is by capturing and sharing important client conversations with the rest of your team.
MeetGeek is your personal AI virtual meeting assistant that automates the recording, transcription, summarization, and analysis of your meetings. With just a few clicks, you can effortlessly share your knowledge about your clients in a way that boosts productivity and collaboration.
Client Onboarding Checklist (12 Point Sample)
When implemented effectively, checklists can greatly impact your business. Have you implemented a checklist for your client onboarding process? If not, it's worth considering.
Here's an example of a client onboarding checklist that can serve as a reference:
- Collect necessary client information
- Set clear expectations
- Establish communication channels
- Gather required documentation
- Assign a dedicated point of contact
- Conduct kickoff meeting
- Define project roles and responsibilities
- Schedule regular check-ins
- Provide regular updates
- Obtain client feedback
- Conduct project review and handoff
- Follow up and maintain the relationship
Depending on your specific agency, feel free to refine this list as needed!
Have a Successful Client Onboarding Process with MeetGeek!
The ultimate objective of client onboarding is to simplify and improve the lives of both yourself and your clients. With this in mind, you need to streamline the entire process as much as possible. Try MeetGeek for free to experience all the added benefits of having the entire process documented by your own virtual meeting assistant!
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Découvrez ce qui vous convient le mieux en 2025 : Zoom ou Microsoft Teams ? Comparez les fonctionnalités et faites le meilleur choix pour vos besoins !
Land More Appointments With a Meeting QR Codes
Read this handbook to learn all about meeting QR Codes. Dive into their practical use cases, benefits, and step-by-step instructions to create these for your needs.
Fireflies vs. Otter: Which One’s the Best
Compare Fireflies.AI and Otter.AI to find out which meeting transcription tool fits your needs best. Explore features, pricing, and more to make the right choice!
How to Make the Most of the Zoom AI Companion as Your AI Meeting Assistant
Learn how to use Zoom AI Companion features to enhance your meetings, save time, and boost productivity with helpful features and tips for a smoother workflow.
How to Use the Google Meet AI Note-Taker
Learn how to make the most of Google Meet’s AI note-taker to automatically capture meeting details, stay organized, and save time on follow-ups and summaries!
Where Do Zoom Recordings Go? 3 Places You Should Check
Find out where your Zoom recordings are stored with this easy guide. Learn how to locate, access, and manage your recorded meetings in just a few simple steps.
Every Way You Can Transcribe Audio to Text: A Comparative Guide
Explore the best ways to transcribe audio to text, covering options to suit every need and budget. Simplify your approach to productivity today!
The 10 Most Effective Types of Note-Taking
Unveiling the top 10 note-taking methods to skyrocket your productivity. Don't miss out on these game-changing strategies!
What Is Conversation Intelligence & Why You Need It
Learn how conversation intelligence can change how you do business and what tools to look for by reading this article!
9 Tips to Achieve Ultimate Meeting Productivity
Are you tired of being stuck in an endless cycle of unproductive meetings? Follow our 9 tips to help you achieve maximum meeting productivity!
How to Send a Teams Meeting Invite from Any Device
Discover how to invite people to your Teams meetings in only a few steps with this guide!
How to Switch to and from DST Using a Time Zone Meeting Planner
Unlock seamless time transitions with a time zone meeting planner! Effortlessly switch between DST and standard time. Plan better, stress less!
How to Write a “Thank You” Email After a Sales Meeting with Examples
Learn to craft compelling thank you emails after sales meetings with examples, to accelerate deals and foster strong client relationships.
How Do I Share My Google Calendar for Better Collaboration?
Are you getting the most out of your Google Calendar app? Learn how to share your Google Calendar with others to boost your productivity here!
15 Tips to Run Effective Team Meetings
Team meetings are an important tool for motivating your team and driving success. Learn how to plan and execute effective meetings that inspire and engage your team!
5 conseils pour prendre de bonnes notes de réunion et pourquoi utiliser un assistant de réunion virtuel
Avez-vous du mal à prendre des notes lors des réunions de votre équipe ? Suivez ces 5 conseils pour passer à la science et réussir votre prochaine réunion !
Best Sales Training Software in 2025: Pros, Cons & Pricing
Uncover the leading sales training software of 2025 with our analysis on their advantages, disadvantages, and pricing options.
12 Effective Sales Team Management Strategies
Discover 12 powerful strategies for managing your sales team more effectively. Boost productivity, enhance teamwork, and drive sales success!
How to Schedule a Zoom Meeting in Outlook on Any Device
Learn to schedule Zoom meetings in Outlook across devices with our step-by-step guide. Streamline your planning process for efficient meetings.
How to Ace Remote Closing in 2025: Top Tips & Strategies
Discover how to stand out in the remote closing industry with these expert-approved tips and strategies!
How to Record a Teams Meeting with any Microsoft 365 Subscription
Discover our easy-to-follow steps for recording a Teams Meeting. Effortlessly save discussions, presentations, and collaborative sessions to never miss out on important details again!
How to Record Google Meet Sessions without Special Permissions in 2025
Discover how to easily record a Google Meet in our comprehensive guide. Read this article to never worry about missing important information again!
How Sales Call Recording Can Help Your Team Close More Deals
Sales call recording is a game-changer for any sales team. Read this article to discover how it can help sales reps and managers alike refine their sales process and close more deals!
How to Create a Killer Talk Track Your Sales Team Will Use
A good talk track is a tried and tested way to engage potential customers in conversation and boost your sales. Here’s what you need to know!
Essential Productivity Tools for Customer Success Managers
15 best tools for calendaring, emailing, customer success activities, project management, and meetings gathered by our partner Custify
Como Gerar uma Transcrição do Microsoft Teams como um Usuário Padrão
Desbloqueie o poder de cada palavra falada em suas reuniões com nosso guia para Transcrição do Microsoft Teams – clareza total em todas as conversas!
How to Generate a Podcast Transcript: A Complete Guide
Discover easy steps to generate a podcast transcript with this comprehensive guide. Boost accessibility and engagement for your audience today!
How to Generate a Microsoft Teams Transcription as a Standard User
Unlock the power of every word spoken in your meetings with our guide to Microsoft Teams Transcription – perfect clarity in every conversation!
How to Create AI Notion Meeting Notes, Automatically
Read this article to learn how to hack notion meeting notes with minimal effort on your part — in only a few steps!
15 Effective Leadership Goals for Team Leaders
Discover 15 effective leadership goals that can help team leaders enhance their skills and improve team performance.
Managing Remote Teams: 25 Tips & Best Practices
If you want to succeed at managing remote teams, there are several guidelines you must follow. Read this article to find out what they are!
How to Create the Ultimate Interview Transcript in 2025
Unlock the secrets to creating the ultimate interview transcript: expert tips on accuracy, formatting, and technology for flawless documentation.
How to Take Interview Notes Like A Pro [+ Interview Notes Template]
Master the art of interview note-taking to enhance your skills and capture crucial details. Get the expert tips you need to boost your interview performance here!
How to Start a Consulting Business in 10 Steps (+Tips)
If you've been thinking about how to start a consulting business for a while, you're in the right spot! Read this to learn everything you need to know & more.
12 Proven Tactics to Increase Productivity in Sales
Want to boost your productivity in sales, increase your conversion rate and close more deals? Read this to reach peak efficiency within your sales team!
Why You Need to Set Meeting Goals and How to Do That
The first step to a successful meeting is defining your meeting goals. Read this article to learn how high-performing teams do this!
How to Build the Best Remote Team In 2025
Working efficiently while in a remote status is now a necessity. Let's explore some hacks that can be applied by your company today.
How to Promote Collaboration and Innovation in Your Team?
Learn strategies to foster creativity and achieve remarkable results through the combined power of team collaboration and innovation
How to Reduce Meetings and Not Miss Out
Meeting fatigue is real. Learn how to reduce meetings and optimize your productivity levels by reading this article!
How to Create a Culture of Knowledge-Sharing Across Your Company
How do you create a culture of knowledge-sharing across your company? Read this article, where we share our 7 tips to help you achieve that!
How to Get Clients For Your Business
Are you a new business owner looking to attract clients? Here are our tips to teach you how to get clients for your business!
Where to Find Google Meet Recordings + How to Manage Them
Discover where to find your Google Meet recordings with this complete guide. Learn how to access, manage, and share your recordings easily and efficiently.
5 Best Fireflies.AI Alternatives in 2025: Top Picks
Explore the top 5 alternatives to Fireflies.AI Notetaker in 2025, offering innovative features and tools to enhance your virtual meeting performance.
How to Ask Someone for Their Availability for a Meeting with Examples
Effortlessly schedule meetings: How to ask for availability, with practical examples to ensure smooth and respectful coordination.
How to Write a Follow-Up Email After a Meeting (+ Templates)
Unlock the secrets of writing follow-up emails after meetings with this professional guide. Learn key tips for impactful, effective communication.
Redesign Your Employee Onboarding Program: Actionable Tips + Checklists
Are you a hiring manager looking to refine your employee onboarding program? Read this article, where we teach you the ins and outs of the entire process!
Collaboration in the Workplace: Benefits and Strategies Unveiled
Let's uncover some actionable strategies to promote workplace collaboration and the numerous benefits that it brings along.
How to Handle Customer Discovery the Right Way
Performing customer discovery and adapting your business model based on your findings will set you apart from the rest. Read on to learn how to do that!
The Secret to Effective Meeting Minutes
How can you ensure that your meeting minutes are good and that you’ll be able to actually use them later on? Read this article to find out!
How to Cancel a Meeting [+ Meeting Cancellation Message Example]
Learn how to cancel meetings with our guide and message examples to ensure clear communication and maintain professionalism.
What Is the Best AI Assistant in 2025?
Explore the top AI assistants of 2025! Find your perfect match with our comprehensive guide on the best AI technologies available.
How to Ace The Client Onboarding Process
Discover the best strategies for client onboarding to ensure a smooth and effective experience for your business and customers.
The 2025 Guide to Asynchronous Communication
Master asynchronous communication in 2025! Discover tools, techniques, and best practices for efficient remote collaboration and productivity.
Reinvent Your Work: A Quick Guide to Automated Transcription
Time is the most important of currencies, so manual notes are no longer an option. Keep reading to learn how to reap the benefits of automated transcription!
AI-Powered SaaS Support: Improving Customer Service and Efficiency
In this article, let's discover if and how AI-powered SaaS support can reinvent customer service workflow in today’s industry.
10 Ways an AI Meeting Assistant Can Help With Your Meetings & Interviews
Without the right tools in place, meetings can be a painful process. Read this article to explore the 10 best use cases of having an AI meeting assistant!
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