3 Client Onboarding Process Checklists

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
http://bit.ly/1MdIsu8

This Founder Used Cremation Urns to Get Funding

By Annie Pilon If you want to gain funding for your startup, you need to be able to grab the attention of investors. There are several ways to do this. But one of the more unique methods is the one recently used by Eliam Medina. Medina is the founder of Willing, an online will creation platform. So he stuck with that theme when he applied to be a part of Y Combinator, one of the most prestigious startup accelerators in the world. He did so by sending cremation urns to each of the partners with their names on them. It s absolutely unconventional. It might be a little creepy. But it was a clear and interesting strategy. Since Willing s job is to help people with their end of life planning, Medina needed to emphasize the importance of that sort of work. And nothing can get that point across quite like reminding people of their own mortality. It was a risky move. But Medina knew he had to take that sort of risk to have any chance of succeeding. He told Business Insider: “It doesn t take
http://bit.ly/1J38YE0

3 Checklists to Perfect Your Client Onboarding Process

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
http://bit.ly/1KTFNTh

Card Isle Offers a New Way to Buy Greeting Cards

By Annie Pilon Traditional greeting card shopping means going to a store and sifting through a wall of different designs. But the team at Card Isle thinks there s a better way. The company s founders, Adam Donato, David Henry and Stephan Sabo, met in a class at Virginia Tech University where they were assigned the job of coming up with an idea for a new business. Sabo suggested the idea of creating greeting card kiosks for people to buy greeting cards. The team ran with it, and then continued even after the class was completed. Thus, Card Isle was born. The business provides more than just convenience to potential customers. Card Isle also allows the company to offer even more designs than customers can find in stores, with more customized options. And though customers can also go online to fill those needs, Donato thinks there s still a need for Card Isle s greeting card kiosks. He explains to the Washington Post: “We serve a niche that online-only greeting card providers can t rea
http://bit.ly/1NmRz8V

3 Checklists to Perfect Your Client Onboarding Process

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
http://bit.ly/1MdHY7p

Managing Workflows in Your Law Practice with Process Street

Process Street is a pretty awesome app for law firms. It can help you stay on top of your repeatable tasks, allowing you to manage yourself and even a team.
http://bit.ly/1N25lA6

3 Checklists to Perfect Your Client Onboarding Process

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
http://bit.ly/1KTFBn8