“The moment a new client signed, I'd record a short selfie style video, 60 seconds or so, just welcoming them personally and telling them how excited I was to work with them.”

“We sent out Loom videos. We had Loom videos.”

“One last idea is a surprise check in about a week or two into the onboarding process, ideally on video and ideally from the owner or a partner. Send a short loom video checking in, letting them know you've got an eye on how things are going and asking if there's anything on their mind they want to talk through.”

“It's just short weekly videos that me and a group of friends send to each other.”

“After your team has gone through the process once, they should continue to ask prospects and new clients how they conducted their research and to what degree AI shaped their short list.”