IT and Business Insights for SMB Solution Providers

New Mini Class April 10th: Build an Excellent Client Onboarding Process

3-part mini class: Build an Excellent Client Onboarding Process

The 3-part mini classes over at Small Biz Thoughts have been very popular. In fact, the most popular so far has been on building a great employee onboarding process. So I thought perhaps you'd love one on creating a great Client Onboarding Process.

As always, this class is 100% FREE to Small Biz Thoughts Community Members and only $99 for non-members.

What could be better than adding a new client? Doing it consistently the same every time, building your culture, and setting a very high standard for your new relationship! That's what an onboarding process does for your company.

Any of us can set up a new workstation - but we would each do it a little differently. In the same way, each of us can onboard a new client a little differently from the rest of us. The problem is that we sometimes set up our own clients differently each time.

We don't control the experience.

That means we don't control the effect of a new client on our culture, nor the client experience and expectations going forward. If you want to create consistent high quality, a process is the answer! You can't control people, but you can control your processes.

Class includes a detailed Client Onboarding Checklist that you can customize for your clients and your business.

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Client Onboarding Process Class – Instructor: Karl W. Palachuk

– Three Days: April 10, 17, 24

– All classes are recorded
– All classes start at 9:00 AM Pacific
– Classes are generally 30-60 minutes
– Includes a GREAT Client Onboarding Checklist for Managed Services, Cloud Services, or Break/Fix

Register Now - only $99

This class is FREE for Small Biz Thoughts Community. Community members.

$99 for non-members.

Members: Click Here to Register Free

Non-Members: Add this item to your cart.

Note: This class is only $99 here. This is a live class. Once it is finished, it will only be available at no additional charge to members of the Small Biz Thoughts Community. More info here:


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Managed Services in A Month
by Karl W. Palachuk

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About the Author

Karl W. Palachuk, is a technology consultant, author, speaker, trainer, and coach. He is the author of fifteen books. He has built several successful businesses, including two managed services companies. His books include Managed Services in a Month and The Network Documentation Workbook. Karl is a frequent trainer and speaker in the SMB Community. His popular blog can be found at He has more than twenty years experience as an I.T. professional and serves on advisory panels for several hardware and software companies.

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