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Onboarding like a pro: Strategies to retain clients from day one

Date: March 19, 2025
Time: 10:00 am EDT
60 min

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In this webinar you’ll learn about:

A seamless onboarding process is the key to long-term client satisfaction and retention. This live session will provide Atera partners with a structured approach to onboarding new clients, ensuring a smooth transition, efficient setup, and ongoing success. Learn how to set clear expectations, automate processes, and avoid common pitfalls that lead to client churn.

What we’ll cover:

  • The first 90 days: Strategies to set clients up for success
  • Smooth data migration: Best practices for a hassle-free transition to Atera
  • Automation: How to save time and reduce errors in onboarding workflows
  • Key milestones & check-ins: Ensuring long-term client satisfaction
  • Scalability: Building a repeatable, high-impact onboarding process

Main goals:
  1. Improve client retention by delivering a structured and effective onboarding experience.
  2. Increase efficiency by leveraging automation and best practices in the onboarding process.
  3. Enhance partner-client relationships through proactive engagement and clear communication.
 
Join us to gain actionable insights to help you enhance your service delivery and strengthen client relationships from day one! 

Featured next-gen speakers:

Efraim Behar
Efraim Behar
Partners Success Manager