A Checklist for onboarding WordPress Web Care clients
Today, we are going to take a closer look at a checklist for onboarding WordPress website care clients. At the end of the article, you will find a link to download a PDF version of the checklist. If you don’t already have an onboarding checklist for your website care clients, this article is for you. 1. Add the client to your customer portal and/or CRM Add your client to your client portal and/or client relationship management system. This task should be at the top of your list. Some people have a client portal that they use to manage clients. There