Client Onboarding Checklist
Say yes to success. Build lasting client relationships with our seven-step client onboarding template.
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Crack the code of client management
Extensive guides on onboarding, project management,
and customer service
What others have to say
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‘We realized that we can’t use too many different tools with our clients as it gets all over the place. That's when we decided to look for a new tool which has an everything-in-one approach.’
If we need to involve a client and get their feedback, we create a dedicated client space. It’s a simple way to communicate with clients and update them. It’s way easier than switching to emails as we can keep everything on Rock.
I use Rock every day to collaborate with many different clients. It allows me to always have an eye on all tasks and deadlines that I have to meet. I never miss a notification and customers are always satisfied with the way we communicate.
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