Client Onboarding Strategies

To help you build and maintain trust, I’ve pulled together the 7 best client onboarding strategies.

It’s no secret that people do business with people they trust. Building trust takes time but it is the secret sauce to effectively onboard clients.

From listening attentively, speaking candidly, and being proactive, you can build rapport and establish trust, but how you do this is the key component.

What is Client Onboarding-And What Does it Have to do With Client Trust?

In essence, client onboarding is a process made up of various steps which starts from the moment that a prospective client is first introduced to your brand and ends when that prospect becomes a loyal…


In a time when organizations struggle to remain innovative, it is imperative to recognize the importance of developing curiosity in employees to achieve growth and even survival.

Leaders recognize that status-quo thinking can be problematic, not only to innovation but to the root of their organizational culture. However, even the best companies often fall into the status-quo thinking trap by now allowing their employees to explore possibilities and posit questions.

Through developing curiosity in organizations, leaders cannot only break the habit of status-quo thinking but can develop innovative cultures within their organizations.

It is not enough for organizations to know…


If you do any job for long enough, you’ll definitely weather a few storms. Project management is no exception. I’ve been managing digital projects for over 7 years now, and while most days have been bright and clear, I’ve lived to tell the tale of some pretty rough seas.

When a crisis arises, it can be difficult as the project manager to know how to support your client and team while you’re still trying to figure out what went wrong. …


If there’s one thing that everyone should know about running agile projects, it’s this:

They’re all inherently (and wonderfully) different.

Lame, I know. But this is real life, and in real life, each and every project has wildly different challenges, successes, and people.

I wish there was a secret sauce. “The ONE thing you should know about Agile”. But to be truthful, the only thing you can be certain of is that you’ll never be 100% certain. It’s just always different.

Different isn’t bad, though. In the following paragraphs, I’ll show you why this isn’t necessarily a problem. Nor does…


Change management tools offer structure for the often chaotic process of change in our teams, businesses, and organizations. But change is steeped in ambiguity — how do you know what tools you even need?

This review will help you evaluate the best change control software for managing organizational change, as well as ITIL change management software (helps align IT’s needs through major organizational transitions).

Change management can be tricky. After all, there’s no single suite of tools to navigate every type of company change. That makes change management software reviews challenging, as you often cannot compare them across the board…


In this review, I want to help you find the best business intelligence tools and other reporting software.

In order to help you pick what reporting software you need, I’ll share the business intelligence applications to include on your analytical tools shortlist and explain what web based reporting tools are. I’ll go over what to look for in a comprehensive business intelligence dashboard and answer some basic FAQs about business intelligence solutions.

Quickly Compare & Evaluate The Best Reporting Software

You may rely on business intelligence reporting tools for a variety of reasons, including but not limited to gaining insight into consumer behavior, turning data into actionable information…


This will help you quickly compare and evaluate the best wireframe tools and mockup tools.

Before you have settled on a logo, sitemap, fleshed-out content or branded font, you are going to need to design a wireframe. Having a wireframe is essential to mapping out what your UX will be like for your end user.

Where will the UX essentials be positioned on the screen and in relation to one another? What will the user see first and how will the design carry their eyes across the page? Where will they expect to see common elements like help/contact buttons or…


I’ve written this article to help you quickly compare and evaluate the best Gantt chart software and project plan tools.

As a project manager, there’s a good chance that you’ve come across a Gantt chart or two in your time. Popularized by Henry Gantt in the early 1900’s, the Gantt chart has long been a favorite tool for planning activities, building timelines and seeing all aspects of a project from a macro perspective.

Gantt charts help you plan, manage and execute. That’s why, as a PM, you can’t go without them — so embrace the Gantt chart, and read on…


This will help you quickly compare and evaluate the best helpdesk software, including helpdesk ticketing software and IT helpdesk software.

As our workplaces become more interconnected, help desk software is more useful than ever across a wide range of applications. Product teams, development studios, ecommerce companies, and many other types of teams are adopting ticketing systems that streamline the way they handle customer service and IT support.

Quickly Compare & Evaluate The 10 Best Helpdesk Software Solutions

There are two main kinds of servicedesk software: those intended to help your employees and those intended to help your customers. Both are important and, depending on your needs, you may find yourself…


Do you understand the tremendous value in crafting a good project charter — and how to make an effective charter for your projects?

This guide is useful for anyone who leads or manages projects — I’ll explain what a project charter is and how a well-crafted project charter keeps us on track. You’ll learn the difference between a project charter and a Scope of Work (SoW) and how you can use a project charter in the various phases of project management in the project management life cycle. You’ll also find a project charter samples and a project charter template.

The…

Digital Project Manager

Home of https://thedigitalprojectmanager.com - specialist digital project management guidance tailored to work in the wild west of digital as @thedigitalpm.

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