5 Ways to Streamline Your Client Onboarding Process

You just landed a new client—congratulations! Now, it’s time to onboard them. It’s essential to have an organized onboarding process to make an excellent first impression on your client. This also makes things easy for you! Let’s discuss 5 ways to streamline your client onboarding process.

1. Create a checklist of all the steps that need to happen

First thing first: create a checklist. This checklist should detail each step your client will experience throughout the onboarding process. From the moment they book, to the completion of your services, the client should have a clear vision of what is to be expected. Walk yourself through the onboarding process to ensure you don’t miss any vital steps. This will give you a better idea of what to expect. Additionally, keep track of any areas that might deviate depending on the client. Creating a checklist is also an excellent way to anticipate any questions your clients may have. The more detailed your checklist, the easier the onboarding process will be.

2. Automate as much as possible

Don’t let the onboarding process create extra work for you or your client. The key? Automate your processes using a CRM, canned emails, and questionnaires. With CRMs, make sure to find software that is easy for your client to navigate. All onboarding emails can be pre-written, so you don’t have to re-write them for each client. Lastly, create reusable questionnaires that your clients can go through. The more detailed your questionnaire, the better, because it minimizes your need to ask additional questions throughout the process.

3. Guide your client through the process

Although you are familiar with your onboarding process, your clients are not. Mitigate any potential stress by guiding your clients every step of the way. To help, you can set up an email, handbook, or even a Loom video that explains most of the process. Be prepared to answer any questions they may have during this time.

4. Host a kickoff meeting to discuss the next steps

After your client has completed all the steps, set up a kickoff meeting to ensure you and your client understand the next steps. Your client will be eager to get started, so keeping them in the loop is crucial.

5. Collect feedback to improve

Once the onboarding process is finished, collect feedback from your clients. Take this feedback to improve the experience in the future. The review process will highlight common issues and hiccups your clients run into, so you can fix them for next time.

The client onboarding process can be a piece of cake if you create an onboarding process that’s well thought out! Welcoming new clients does not have to be a stressful experience. If you’d like more help creating an onboarding plan, you can hire an OBM or a VA.

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