Onboarding a New Client

Le scénario

You have just signed a new client. Run their onboarding call — introduce the process, set expectations, agree on communication preferences, and make them feel confident they made the right choice.<br />

Expressions cibles

• "Welcome on board — we are excited to work with you"<br />
• "Let me walk you through the process"<br />
• "The first step will be..."<br />
• "You can expect to hear from us every..."<br />
• "If anything comes up, your main point of contact is..."<br />
• "Do you have any questions at this stage?"<br />
• "We will send a summary of what we have discussed today"<br />