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Night and day difference with our client onboarding after we added a 15 minute kickoff call
We used to just email new B2B clients a 40 page deck and hope they read it. Last month I added a quick 15 minute video call before sending anything over. The change is insane, clients actually know what we need from them now. Our second week delivery time dropped from 6 days to 2 days after just 8 new accounts. Even the sales team noticed because clients stop asking basic setup questions in week three. Has anyone else tried a mandatory kickoff call or do you just rely on written docs?
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