- True – you should always provide all information in the very beginning to help ease any anxiety your client has about the relationship.
- True – by providing all the information in the first meeting, you’ll reduce the need to meet again during the onboarding phase, saving both you and your client time.
- False – instead of giving all information in one meeting, spread it out during the first few weeks. This will help keep your clients from getting overwhelmed.
- False – avoid giving any extra information to your client unless they specifically ask. This will prevent any unnecessary confusion.
True or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer in one meeting.