We started adding a 15-minute 'handoff call' after every new client audit and it cut our project start time in half.

Before, we'd just send a huge PDF report and wait for questions, which always took a week. Now, we schedule a quick video call right after we send the report to walk them through the top three things we found, and it gets them to sign off on the plan way faster. Does anyone else do something like this to speed up client onboarding?

3 comments

3 Comments

wesley_fox9229d ago

Your "handoff call" idea is brilliant, we do something similar with a quick summary email.

anthonyhunt4d ago

But is a call really that big of a deal? An email usually does the same thing.

parker_sullivan29d ago

My friend's email got ignored, call saved it.