#129 - New Customer Onboarding
From Referrals Done Right by Scott Grates
April 23, 2026 · 8 min · Season 1 · Episode 129
About this episode
Scott discusses the importance of new customer onboarding and how it can impact business success.
In this episode of Referrals Done Right, Scott dives into a part of the process that most people either overlook or completely skip—new customer onboarding. We spend so much time focused on marketing, prospecting, and closing the deal, but what happens immediately after someone says yes might be the biggest missed opportunity in business. This episode breaks down why those first few minutes with a new client can set the tone for everything that follows. Scott walks through what a simpl...
People in this episode
Host: Scott Grates
Topics covered
- customer onboarding
- business process
- client relationship
- marketing
- opportunity
Keywords
- new customer onboarding
- business opportunity
- client engagement
- marketing strategy
- customer experience
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