Onboard your clients

This course will help walk you through the various sections involved when onboarding a new client to the PI software. This process is critical to make sure that you begin your relationship with the client positively. From implementation plans to upselling practices once they're running a bit smoother, this course will help make it easier for you to focus on what matters.

3 Courses
45 minutes completion time

What you'll learn

  • A high level onboarding plan for your clients
  • How you can use metrics to improve a client's success
  • Best practices when contract renewals occur
  • The location and importance of the many available resources that you and your clients have