Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert
This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.
Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.
Here’s the Client Onboarding 101 segment with Adam Schweickert in full:
- Wetmore Consulting Group’s client onboarding problem
- Supercharge your client onboarding workflows with these Process Street features
- Client onboarding process building tips