When you finally land a new client, you can take a email list break. They are no longer leads, they want to work with your agency, the hard part is over ... Right? Not perfect. No work is done on the new client after migrating from lead to client. When you have a new client, it's the beginning of a new client relationship that needs work to maintain. But you probably already knew it. What you may not be sure about is how to set up and execute a relationship with that client. How do you make a client want to continue working with you after the client has gone through the sales pipeline and moved from lead to customer? All you need is a client onboarding process. Specifically, you need a client onboarding checklist. The checklist is meant to distinguish whether the client has lost or won. The author, atul gawande, wrote the book "Checklist declaration " on the power of checklists. As a doctor, he recognizes how much the process and checklist can contribute to email list success. Checklists can help doctors save more lives. With the checklist, new clients are much more likely to survive as long-term clients. The checklist provides a systematic and clear path to a successful client relationship. This post covers: why is client onboarding important? Clients onboarding checklist available why is client onboarding important? Client onboarding is essential to email list client retention. But it's not just about catching and keeping clients. A good client onboarding flow that reassures you that your client is with you opens the door to more revenue than the first sign-up. It's much easier to sell more to existing clients than to sell to new clients. In fact, according to lobster marketing, you have a close 70% chance of selling to existing customers, but only 5% for new prospects. The client's onboarding checklist keeps the client and greatly increases the likelihood of upselling in the future. Introducing a new client requires a lot of work, not just you. During the initial client capture process, your agency asks many questions to line up the next steps in your project.