New Clients 101: How to Acclimate New Clients to Your Process

New Clients 101: How to Acclimate New Clients to Your Process

Preparedness is an important aspect of professionalism, and it’s especially important when it comes to introducing new clients to your policies and procedures. Having a plan to present to clients from the beginning sets the expectations from every angle, and can prevent unexpected surprises down the road. Consider some of these tips from our acclimation Read more