OnBrioOnBrio Glossary
Client Onboarding
Client onboarding is the structured process of welcoming and setting up a new client after they sign: including portal access, kickoff meeting, information gathering, and introductions.
The structured process of welcoming a new client after they sign, covering portal access, a kickoff meeting, information gathering, and template setup. Strong onboarding reduces early churn and sets clear expectations.
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About Client Onboarding
Client onboarding is the structured process of welcoming and setting up a new client after they sign: including portal access, kickoff meeting, information gathering, and introductions.
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