'Client success, what does that look like?' (LOJOCON 2024 Presentation)
Client Retention Game Plan GDrive Folder
Client Onboarding SOP and Meeting Agenda
Client Onboarding SOP Workflow
Client Onboarding Page
Client Onboarding Presentation Template
Client Onboarding Feedback Page
Client Onboarding Feedback Submission Workflow
Client Onboarding Email Templates
Thank You/Welcome Email
Schedule an Onboarding Meeting
Monthly Review Call Structure
Client Feedback Email (for Specific Scenarios) Templates
Feedback After a Client Meeting
Feedback After a Workshop
Feedback After Demo (Post-Strategy Session)
Feedback After Proposal Review
Referral Program Proposal