Your Client Onboarding Process Is Broken If You're Doing These 5 Things
Dec 28, 2025
INTRODUCTION (The Promise)
You know that sinking feeling when a new client signs your contract, you get excited, and then... the whole onboarding goes sideways? They don't send documents on time. They ask the same questions you've already answered. You're stuck in email ping-pong for weeks trying to get them set up. Eventually you wonder if it would've been faster to just drive to their house and collect everything yourself.