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As a group who provides the software tools necessary to manage the contracts to cash process, Aysling onboards users and projects daily, and has learned some important tips if you want to be successful when onboarding new clients and/or projects.

Some of the tip chapters are:

Tip #1: Know Where You Are Going, and Make Sure They Know Also
Tip #2: Ditch the Cookie Cutter
Tip #3: Provide a Shoulder to Lean On
Tip #4: Keep Everyone in the Loop
Tip #5: We Have All Been Onboarded At Least Once

As a professional services business, successfully onboarding new users, clients, and projects is crucial to your success. Read our brief eBook for tips to assure your operation’s success.