Updated: November 9, 2023
Marie is the CEO & Founder of Clustdoc. She loves to help other teams work smarter and build trust with customers and stakeholders during daily operations.
While a great customer management system helps you keep current customers, a great client onboarding process brings you new clients.
The key to a great client onboarding is building trust between your client and your business and making sure you simplify the process as much as possible.
But it’s easier said than done: systemizing all the steps that may be involved during client onboarding and making sure these are communicated in a timely manner is not a simple task.
You’re entering an uncharted jungle without the necessary equipment if you don’t have an adequate and scalable client onboarding plan for your business.
Collecting client information is crucial to understand their requirements and achieve expected results without any confusion.
In this article, we will discuss in detail why client onboarding is crucial for your business and how to do it in the best possible way.
The following are some of the advantages of switching from traditional onboarding to digital onboarding:
Quick onboarding allows you to connect with your clients quickly and establish a professional relationship during the onboarding stage.
Onboarding has become efficient and hassle-free with Clustdoc, because your client can find the entire effective onboarding process on a single interface.
Your clients will be able to complete the whole onboarding process without having to switch between applications.
For example, if the client needs to sign a contract, they don’t have to download a third-party tool to send you the document, as Clustdoc already has the built-in feature. It helps you leave a great first impression.
The Clustdoc workflow platform also clearly explains every step your client needs to take in the onboarding process.
A smooth onboarding experience will help you build a strong foundation and improve the client’s experience.
At Clustdoc we’ve seen hundreds of customers receive great reviews on Google after switching to Clustdoc client onboarding software.
After implementing a digital onboarding process, you won’t have to hurry to the printer, copier or scanner and stack documents into file cabinets anymore.
With tools like Clustdoc, all the documents related to business processes that you used to request and manage in paper formats can also be requested and collected directly online from a secure interface.
It is much easier to track client documents and comply with their business needs.
You also mitigate the chances of human error and delays with digital onboarding. With Clustdoc, you can easily chat with your clients using the message feature and give them an option to book an initial kickoff call to share any questions or challenges.
You can also embed links, files, and videos to zero down the possibility of any confusion.
If you are worried about your client not completing the onboarding process on time, you can also send email reminders or add a deadline.
If you’ve ever struggled to find a client’s signed contract among thousands of documents or apps, digital onboarding will be a relief for you.
The Clustdoc client records automatically gathers submitted supporting documents into virtual folders, allowing you to easily find any document that is related to a specific client.
Once you’re done with reviewing the client’s necessary information, you can easily export their onboarding files on your inbox without having to go back-and-forth and doing it manually.
Your private onboarding files are secure on the cloud with encrypted digital security. Also, you can share file access with only related team members and know exactly what happened on a new client record thanks to an audit trail feature.
Because millions of trees are cut down to meet paper demand, reducing paper consumption in your business contributes to protecting the environment. It also assists in promoting your company as a sustainable business model.
Your sustainable branding will attract new customers, since customers like to associate with firms that take social responsibility seriously.
Do you know what will optimize the important functions of your onboarding process?— a digital onboarding software that eliminates hours of paperwork and meetings.
A proper client onboarding software can help you deliver a smooth onboarding experience to your clients by transforming the complete onboarding process into a business differentiator.
A good onboarding tool will take away all the tiring paperwork you carried out for each client.
It will help you develop a clear understanding of the business process and automate repetitive tasks to make your onboarding process easier and convenient.
Using digital onboarding software, you can make your brand unique and help your firm stand out among competitors.
This is how you can save a lot of time and resources and reduce your onboarding cost.
There are a few key points to remember when onboarding a new customer.
Clients, as previously stated, have different expectations and requirements.
As a result, each onboarding process differs from the previous one. However, you can still systemize most of the common steps that will always need to be completed by each good client.
This way, you’re making sure each new client benefits from a streamlined, frictionless experience.
With Clustdoc process templates you can do this in a few minutes. Our library of checklists allows you to start with one framework that can help you organize your different workflows in your account.
By tailoring your onboarding process to most of your clients’ use cases, you can provide them a more personalized onboarding client experience while automating the repetitive tasks that must be completed every time you have a new client.
Make sure you involve your team members who will need to interact with each new client during the successful onboarding process.
When you use a professional client onboarding platform like Clustdoc, this can easily be set up allowing you to have more control over who does what in your team when it comes to managing new clients requests.
Onboarding is usually typically a tedious process, and it makes your client’s experience unenergetic right from the start.
Make your onboarding interactive and impress new clients with a memorable online onboarding workflow, which can easily be accessed from a secure, white-label and mobile-friendly interface.
With Clustdoc’s custom client onboarding portal, you add your company logo, change the background, and branding to stand out from the crowd.
Onboarding is a challenge, but with the right approach and support, you can make it exciting. Clustdoc is the right choice if you want to understand the needs of your client.
Use Clustdoc‘s onboarding platform to digitally onboard a client, impress them, and build trust with engaging and hassle-free onboarding.
For more onboarding tips, check out this post on how to improve your onboarding process.
Clustdoc is a client onboarding orchestration platform used by modern teams around the world. With Clustdoc, you can run automated workflows for requesting, reviewing and verifying new customers’ data, documents and contracts – without juggling between tools.
If your team is managing new customers using emails, spreadsheets and PDFs, you’ll probably love using Clustdoc.
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