Onboarding clients
Best practices for onboarding your clients
We made it simple for your clients to interact with Knudge. This concise, step-by-step demo will share best practices for onboarding your clients and helping them get the most out of Knudge. This demo will cover:
- Using our template to introduce Knudge to your clients. It explains what Knudge is, how it works, and how it will help them get more done.
- Inviting clients to text
- Inviting clients to register
- Using Knudge with tech-hesitant clients
- Using Knudge at your client meetings
We also have an interactive tour we made just for clients. It explains what Knudge is, how it works, and walks them through how to use Knudge via email, text, and app.