The client onboarding process is the key to unlocking a successful and enduring client relationship. As the Head of Client Services at Anicca, I’m excited to shed light on the pivotal elements that contribute to a seamless client onboarding experience. Beyond the initial sales pitch and contract signing lies a critical transition—the moment when the client is seamlessly handed over to their dedicated, long-term team. This team will be the linchpin for communication and the driving force behind delivering results. It’s in this transition that we have the opportunity to create an experience that not only ensures a positive start but also lays the groundwork for a mutually beneficial and fruitful partnership. Join me as we explore how to optimise this crucial phase and set the stage for long-term success.
