Client Management Basics: Onboarding Clients & Setting Expectations For Success

Client Management Basics: Onboarding Clients & Setting Expectations For Success

Our Account Manager, Tressy Dsouza, reveals her approach to onboarding new clients. With our Marketing Director, Bryan Caranto, Tressy also shares how to set clear performance expectations, adapt your communication style to different client personalities and technical levels, and ensure long-term client satisfaction from day one.

Connect with Tressy on LinkedIn:

/ tressy-dsouza-81964784

Connect with Bryan on LinkedIn:

/ brcaranto


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👉 Get free guides, templates, SOPs, checklists, and worksheets to help you grow your business:

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