How does your onboarding process impact your client relationships? We discuss why a smooth, clear onboarding experience is crucial for building trust and client retention. We break down common pitfalls, such as unnecessary complexity and redundant steps, and share strategies for making the process simple yet effective. From setting clear expectations to using digital forms efficiently, we cover everything you need to create an onboarding experience that sets the tone for long-term client satisfaction. Plus, we share personal insights from a frustrating onboarding experience they had, highlighting why clarity and efficiency matter.