{"id":48405,"date":"2025-11-05T12:34:07","date_gmt":"2025-11-05T12:34:07","guid":{"rendered":"https:\/\/clustdoc.com\/?p=48405"},"modified":"2026-02-23T09:00:13","modified_gmt":"2026-02-23T09:00:13","slug":"guide-onboarding-client","status":"publish","type":"post","link":"https:\/\/clustdoc.com\/fr\/blog\/guide-onboarding-client\/","title":{"rendered":"Guide ultime de l\u2019onboarding client \u2013 En route vers le succ\u00e8s !"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"48405\" class=\"elementor elementor-48405\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-127dc22f e-flex e-con-boxed e-con e-parent\" data-id=\"127dc22f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b40b36 elementor-widget elementor-widget-betakit-breadcrumbs\" data-id=\"8b40b36\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"betakit-breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"page-header text-left\"><div class=\"breadcrumbs\"><a class=\"breadcrumb_link\" href=\"https:\/\/clustdoc.com\/fr\/\"><span class=\"breadcrumb_link_text\"> Home<\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"betakit-gap-default elementor-section elementor-top-section elementor-element elementor-element-7b8caa54 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7b8caa54\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3ebdb09\" data-id=\"3ebdb09\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1bd57041 elementor-widget elementor-widget-image\" data-id=\"1bd57041\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1748\" height=\"1240\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55.png\" class=\"attachment-full size-full wp-image-47305\" alt=\"Guide ultime de l\u2019onboarding client \u2013 En route vers le succ\u00e8s !\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55.png 1748w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55-300x213.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55-1024x726.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55-768x545.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55-1536x1090.png 1536w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-55-595x422.png 595w\" sizes=\"(max-width: 1748px) 100vw, 1748px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14aeb670 elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"14aeb670\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 id=\"guide-ultime-de-lonboarding-client-en-route-vers-le-succes\" class=\"elementor-heading-title elementor-size-default\">Guide ultime de l\u2019onboarding client \u2013 En route vers le succ\u00e8s !<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-4d38608f e-flex e-con-boxed e-con e-parent\" data-id=\"4d38608f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-42226ad9 e-con-full e-flex e-con e-child\" data-id=\"42226ad9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-59dd2f3a elementor-widget elementor-widget-text-editor\" data-id=\"59dd2f3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: justify;\"><span style=\"font-family: Inter; font-size: 17px;\">L&#8217;onboarding client est l&#8217;\u00e9quivalent de ce que nous appelons plus couramment l&#8217;entr\u00e9e en relation ou &#8220;l&#8217;int\u00e9gration de nouveaux clients&#8221;.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: Inter; font-size: 17px;\">C&#8217;est une \u00e9tape cl\u00e9 dans la <strong>relation commerciale<\/strong> qui marquera le d\u00e9but d&#8217;une longue histoire (on l&#8217;esp\u00e8re) entre vos clients et votre soci\u00e9t\u00e9. <\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: Inter; font-size: 17px;\">Il est crucial d&#8217;y accorder une attention particuli\u00e8re puisque cette p\u00e9riode essentielle, faite de d\u00e9couverte ou parfois de doutes (au moins du c\u00f4t\u00e9 de vos clients) donnera le ton \u00e0 votre future collaboration. <\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: Inter; font-size: 17px;\">Dans ce guide ultime de l&#8217;onboarding client, d\u00e9couvrons le concept plus en d\u00e9tails ainsi que les bonnes pratiques pour en faire votre arme secr\u00e8te et s\u00e9curiser vos revenus sur le long terme.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3db00529 elementor-widget elementor-widget-text-editor\" data-id=\"3db00529\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 id=\"what-is-client-onboarding\" style=\"text-align: left;\"><span id=\"petite-definition-de-lonboarding-client\">Petite d\u00e9finition de l\u2019onboarding client<\/span><\/h2><p><span style=\"font-size: 17px;\">L\u2019onboarding client est le processus au cours duquel, vous accueillez et\u00a0<strong>familiarisez de nouveaux clients \u00e0 l\u2019utilisation de vos services.<\/strong><\/span><\/p><p><span style=\"font-size: 17px;\">Pendant cette phase, votre priorit\u00e9 sera d\u2019\u00e9tablir une\u00a0<strong>v\u00e9ritable relation de confiance avec votre client<\/strong>\u00a0afin que celui-ci se sente \u00e0 l\u2019aise et rassur\u00e9 de vous avoir choisi.<\/span><\/p><p><span style=\"font-size: 17px;\">Une \u00e9tape incontournable durant laquelle vous mettez les petits plats dans les grands : en r\u00e9pondant aux questions du client avec r\u00e9activit\u00e9, professionnalisme et bonne humeur.<\/span><\/p><p><span style=\"font-size: 17px;\">C\u2019est \u00e9galement au cours de cette phase que vous \u00e9tudiez les besoins du client et prenez le temps de trouver la meilleure solution \u00e0 son probl\u00e8me.<\/span><\/p><p><span style=\"font-size: 17px;\">Vous l\u2019aurez compris, il s\u2019agit bien d\u2019une p\u00e9riode sensible du cycle de vie du client. P\u00e9riode pendant laquelle toute incompr\u00e9hension peut tout bonnement mener \u00e0 l\u2019attrition pure et simple d\u2019un client.<\/span><\/p><p><span style=\"font-size: 17px;\">On estime la dur\u00e9e de cette p\u00e9riode \u00e0 90 jours, alors pas question de dispara\u00eetre dans la nature\u00a0<a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/comment-ajouter-une-signature-electronique-a-un-document-word\/\" target=\"_blank\" rel=\"noopener\">une fois le contrat sign\u00e9 !<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6eddf02a elementor-widget elementor-widget-text-editor\" data-id=\"6eddf02a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 id=\"the-importance-of-client-onboarding\" style=\"text-align: left;\"><span id=\"limportance-dun-bon-onboarding-client\">L\u2019importance d\u2019un bon onboarding client<\/span><\/h2><p>La gestion de l\u2019entr\u00e9e en relation est la cl\u00e9 de vo\u00fbte de votre activit\u00e9.\u00a0<\/p><p>Pour optimiser cette \u00e9tape, vous devez cerner les besoins de vos clients tout en vous assurant de r\u00e9pondre aux\u00a0<strong>exigences de votre m\u00e9tier<\/strong>\u00a0: r\u00e9cup\u00e9rer les informations et documents n\u00e9cessaires aupr\u00e8s du client\u00a0<a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/pourquoi-utiliser-clust-pour-gerer-ses-entrees-en-relation-et-dossiers-clients\/\" target=\"_blank\" rel=\"noopener\">en vue de la constitution de son dossier<\/a>\u00a0par exemple.<\/p><p>Sans ces \u00e9l\u00e9ments, et m\u00eame avec un client ravi en poche, il vous sera difficile de vous faire payer.<\/p><p>Pour vous simplifier la t\u00e2che, n\u2019h\u00e9sitez pas \u00e0 avoir recours \u00e0 des outils professionnels pour\u00a0<a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/pourquoi-utiliser-clust-pour-gerer-ses-entrees-en-relation-et-dossiers-clients\/\" target=\"_blank\" rel=\"noopener\">automatiser l\u2019aspect administratif de l\u2019onboarding client<\/a>\u00a0et vous d\u00e9gager du temps pour l\u2019accompagnement.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c670905 elementor-widget elementor-widget-text-editor\" data-id=\"c670905\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 id=\"the-importance-of-client-onboarding\" style=\"text-align: left;\"><span id=\"les-avantages-dune-entree-en-relation-5-etoiles\">Les avantages d\u2019une entr\u00e9e en relation 5 \u00e9toiles<\/span><\/h2><p>L\u2019un des impacts imm\u00e9diats d\u2019un onboarding client de premier choix est de toute \u00e9vidence, <strong>l\u2019augmentation de votre chiffre d\u2019affaires (et de votre client\u00e8le)<\/strong>\u00a0de mani\u00e8re g\u00e9n\u00e9rale.<\/p><p>Vous augmentez le nombre d\u2019ambassadeurs de votre marque et cr\u00e9ez d\u2019avance des opportunit\u00e9s de business sur le long terme gr\u00e2ce au bouche-\u00e0-oreille, \u00e0 la recommandation ou aux achats r\u00e9p\u00e9t\u00e9s par exemple.<\/p><p>Mais ce n\u2019est pas tout.<\/p><p>En investissant dans la mise en place d\u2019un processus d&#8217;<strong>onboarding fiable et automatis\u00e9<\/strong>, vous consolidez votre activit\u00e9 sur le long terme, c\u2019est \u00e0 dire :<\/p><p>&#8211; Moins de friction et donc de risque d\u2019attrition<\/p><p>&#8211; Plus d\u2019efficacit\u00e9 pour vos \u00e9quipes gr\u00e2ce \u00e0 la mise en place de proc\u00e9dures d&#8217;onboarding par exemple<\/p><p>&#8211; Des clients qui parlent de vous et vous recommandent autour d\u2019eux apr\u00e8s une exp\u00e9rience fluide et agr\u00e9able. <a href=\"https:\/\/www.lesclesdudigital.fr\/des-internautes-consultent-les-avis-clients-avant-dacheter-en-ligne\/\" target=\"_blank\" rel=\"noopener\">N\u2019oubliez pas que 85 % des internautes consultent des avis avant d\u2019acheter.<\/a><\/p><p>&#8211; Plus de s\u00e9curit\u00e9 pour les donn\u00e9es de vos clients ainsi qu\u2019un meilleur suivi de vos proc\u00e9dures en interne\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b656697 elementor-widget elementor-widget-text-editor\" data-id=\"5b656697\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 id=\"client-onboarding-process-7-steps-to-success\" style=\"text-align: left;\"><span id=\"comment-mettre-en-place-un-processus-donboarding-efficace\"><span id=\"comment-mettre-en-place-un-processus-de-onboarding-efficace\">Comment mettre en place un processus d&#8217;onboarding efficace<\/span><\/span><\/h2><p>Attirer et gagner de nouveaux clients demande du temps et beaucoup d\u2019effort, c\u2019est la raison pour laquelle vous devez vous assurer de d\u00e9rouler le tapis rouge et lever tous les obstacles une fois que votre lead manifeste un int\u00e9r\u00eat concret pour votre service.<\/p><p>Vous ne pouvez pas vous permettre de le perdre en cours de route !<\/p><p>Pour \u00e9viter la d\u00e9ception profonde que peut causer la perte d\u2019un lead chaud \u00e0 cause d\u2019une entr\u00e9e en relation d\u00e9ceptive, vous aurez besoin de seulement deux choses : <strong>un processus \u00e9tabli et un outil fiable.\u00a0<\/strong><\/p><p>Clustdoc, par exemple,\u00a0<strong>automatise le processus d&#8217;onboarding tout en proposant une exp\u00e9rience client premium<\/strong> et aux couleurs de votre entreprise. C\u2019est donc une excellente option pour tout professionnel qui cherche une solution cl\u00e9 en main et d\u00e9ployable en quelques minutes.\u00a0<\/p><p>Maintenant, d\u00e9couvrons ensemble les \u00e9tapes incontournables de l\u2019onboarding client. Nous vous expliquerons plus loin comment les g\u00e9rer directement avec Clustdoc, notre logiciel d&#8217;onboarding client.<\/p><p><strong>L\u2019email de bienvenue au client :\u00a0<\/strong>indispensable pour officialiser l\u2019entr\u00e9e en relation avec le client.\u00a0<\/p><p><strong>La fiche client \u00e0 remplir et les pi\u00e8ces justificatives<\/strong>\u00a0: ces \u00e9l\u00e9ments \u00e0 pr\u00e9parer en amont, devront \u00eatre demand\u00e9s au client afin de finaliser son dossier. Vos \u00e9quipes devront \u00e9galement pr\u00e9voir de renseigner ces \u00e9l\u00e9ments dans vos syst\u00e8mes internes.<\/p><p><strong>Le traitement du dossier client<\/strong>\u00a0: La personne en charge de traiter le dossier devra s\u2019en occuper et informer les autres d\u00e9partements en vue de faire avancer le dossier.\u00a0<\/p><p><strong>La signature du contrat et l\u2019encaissement des frais<\/strong>\u00a0: Une fois les \u00e9l\u00e9ments r\u00e9cup\u00e9r\u00e9s et valid\u00e9s, vous pouvez demander un encaissement et signer votre contrat. N\u2019oubliez pas de faire parvenir une facture \u00e0 votre client.\u00a0<\/p><p><strong>Les diff\u00e9rents \u00e9changes en internes<\/strong>\u00a0: Pr\u00e9parez la mise en place du service pour le client \u00e0 l\u2019aide des informations que vous aurez r\u00e9cup\u00e9r\u00e9es. Assurez-vous que toutes les parties concern\u00e9es en interne soient au courant des t\u00e2ches \u00e0 accomplir \u00e0 ce sujet.<\/p><p><strong>Les \u00e9changes avec le client<\/strong>\u00a0: Informez le client de mani\u00e8re r\u00e9guli\u00e8re et planifiez des points pour le garder engag\u00e9 et confiant. <a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/quest-ce-quun-portail-client-definition-et-usages\/\" target=\"_blank\" rel=\"noopener\">Communiquez en toute transparence<\/a> les prochaines \u00e9tapes et les dates cl\u00e9s associ\u00e9es \u00e0 la gestion de son entr\u00e9e en relation.\u00a0<\/p><p><b>Remerciez votre client\u00a0<\/b>: Envoyez un message de remerciement et tenez-vous \u00e0 disposition en cas de questions suppl\u00e9mentaires.<\/p><p><strong>Gardez le contact<\/strong> : Recontactez votre client 2 \u00e0 4 semaines apr\u00e8s son entr\u00e9e en relation pour vous assurer que tout va bien. Profitez en pour lui demander son avis et r\u00e9colter des informations pr\u00e9cieuses quant \u00e0 l\u2019am\u00e9lioration de vos services.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7ef90af9 e-grid e-con-full e-con e-child\" data-id=\"7ef90af9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-14df5603 e-con-full e-flex e-con e-child\" data-id=\"14df5603\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e8c25cc betakit-transform transform-type-translate elementor-widget elementor-widget-heading\" data-id=\"2e8c25cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Le guide pour digitaliser l\u2019onboarding client avec Clustdoc <\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-237ac929 elementor-widget elementor-widget-button\" data-id=\"237ac929\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/info.clustdoc.com\/webinaire-digitaliser-lonboarding-client-avec-clustdoc\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-long-arrow-alt-right\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Regarder le replay<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30fa99f8 elementor-widget elementor-widget-image\" data-id=\"30fa99f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15-1024x576.png\" class=\"attachment-large size-large wp-image-58562\" alt=\"Digitaliser et automatiser l&#039;onboarding client avec Clustdoc\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15-1024x576.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15-300x169.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15-768x432.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15-1536x864.png 1536w, https:\/\/clustdoc.com\/wp-content\/uploads\/2024\/06\/Webinaire-15.png 1920w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f25bcf2 elementor-widget elementor-widget-spacer\" data-id=\"1f25bcf2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ec759c2 elementor-widget elementor-widget-text-editor\" data-id=\"7ec759c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 id=\"1-proposal-contract-and-payment\" style=\"text-align: left;\"><span id=\"un-exemple-de-processus-donboarding-gere-avec-clustdoc\"><span id=\"un-exemple-processus-de-onboarding-gere-avec-clustdoc\">Un exemple de processus d&#8217;onboarding g\u00e9r\u00e9 avec Clustdoc<\/span><\/span><\/h2><p>La mise en place d\u2019un processus d&#8217;onboarding qui roule, impose une certaine pr\u00e9paration. Chez Clustdoc, nous sommes l\u00e0 pour vous accompagner \u00e0 chaque \u00e9tape du processus.\u00a0<\/p><p>Le<strong>\u00a0logiciel de onboarding et d\u2019optimisation de processus administratifs<\/strong>\u00a0que nous avons d\u00e9velopp\u00e9, vous permet d\u2019importer et de traiter <a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/pourquoi-utiliser-clust-pour-gerer-ses-entrees-en-relation-et-dossiers-clients\/\" target=\"_blank\" rel=\"noopener\">la plupart de vos processus d\u2019entreprises<\/a> au m\u00eame endroit tout en y invitant les interlocuteurs de votre choix : qu\u2019il s\u2019agisse de clients, de locataires ou de fournisseurs.\u00a0<strong>\u00a0Tous les \u00e9l\u00e9ments pr\u00e9sent\u00e9s plus hauts peuvent \u00eatre g\u00e9r\u00e9s directement dans l\u2019outil.\u00a0<\/strong><\/p><h3 id=\"creer-ses-processus-clients-dans-clustdoc\">Cr\u00e9er ses processus clients dans Clustdoc<\/h3><p>Pour commencer, il vous suffira d\u2019organiser les diff\u00e9rents \u00e9l\u00e9ments dont vous avez besoin de la part de vos clients afin de faciliter leur entr\u00e9e en relation.<\/p><p>Si vous avez l\u2019habitude d\u2019envoyer une liste de documents ou d\u2019informations \u00e0 r\u00e9cup\u00e9rer (au format papier ou par email) \u00e0 vos clients, Clustdoc sera le meilleur moyen d\u2019automatiser cette \u00e9tape.<\/p><p>Vous pourrez y transf\u00e9rer vos actuelles\u00a0<strong>listes de pi\u00e8ces \u00e0 fournir, vos formulaires de renseignement<\/strong>\u00a0et vos diff\u00e9rentes requ\u00eates (<strong>demandes de paiement ou\u00a0<a href=\"https:\/\/stg-blogclustdoccom-blogstaging.kinsta.cloud\/blog\/fr\/la-signature-electronique-comment-ca-marche\/\" target=\"_blank\" rel=\"noopener\">de signature<\/a><\/strong>) dans une checklist digitale et facile \u00e0 naviguer avant d\u2019inviter le client \u00e0 rejoindre un espace \u00e0 vos couleurs pour d\u00e9marrer la proc\u00e9dure.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2797a5e5 elementor-widget elementor-widget-image\" data-id=\"2797a5e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"725\" height=\"897\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/checklist-onboarding.png\" class=\"attachment-large size-large wp-image-47754\" alt=\"\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/checklist-onboarding.png 725w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/checklist-onboarding-242x300.png 242w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/checklist-onboarding-595xh.png 595w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12850f64 elementor-widget elementor-widget-text-editor\" data-id=\"12850f64\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3 id=\"lister-les-taches-a-effectuer-par-vos-equipes\"><strong>Lister les t\u00e2ches \u00e0 effectuer par vos \u00e9quipes<\/strong><\/h3>\n<span style=\"font-size: 17px;\">\u00c9videmment, vous pourrez ajouter \u00e0 votre checklist Clustdoc des \u00e9l\u00e9ments requis aupr\u00e8s du client, tout comme un ensemble d\u2019\u00e9l\u00e9ments requis aupr\u00e8s des membres de votre \u00e9quipe et non accessibles par le client.<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-785d7fdd elementor-widget elementor-widget-image\" data-id=\"785d7fdd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"797\" height=\"507\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/todo-liste-equipe.png\" class=\"attachment-large size-large wp-image-47756\" alt=\"\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/todo-liste-equipe.png 797w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/todo-liste-equipe-300x191.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/todo-liste-equipe-768x489.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/todo-liste-equipe-595xh.png 595w\" sizes=\"(max-width: 797px) 100vw, 797px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a011522 elementor-widget elementor-widget-text-editor\" data-id=\"1a011522\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<span style=\"font-size: 17px;\">De plus,\u00a0<strong>la todo liste int\u00e9gr\u00e9e<\/strong>\u00a0permettra \u00e0 vos \u00e9quipes de suivre le mode op\u00e9ratoire \u00e0 suivre par vos membres d\u2019\u00e9quipe.\u00a0<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ba6bf6c elementor-widget elementor-widget-image\" data-id=\"3ba6bf6c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"849\" height=\"458\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/SOP.png\" class=\"attachment-large size-large wp-image-47758\" alt=\"\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/SOP.png 849w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/SOP-300x162.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/SOP-768x414.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/SOP-595xh.png 595w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-120416b7 elementor-widget elementor-widget-text-editor\" data-id=\"120416b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3 id=\"valider-les-differentes-etapes-de-lonboarding\"><span id=\"valider-les-differentes-etapes-de-lonboarding-2\">Valider les diff\u00e9rentes \u00e9tapes de l\u2019onboarding<\/span><\/h3>\n<span style=\"font-size: 17px;\">Une fois votre checklist d&#8217;onboarding r\u00e9alis\u00e9e dans Clustdoc, <strong>il ne vous restera plus qu\u2019\u00e0 la partager avec votre client<\/strong>, qui pourra y acc\u00e9der via un lien s\u00e9curis\u00e9 afin de partager avec vous les \u00e9l\u00e9ments requis.<\/span>\n\n<span style=\"font-size: 17px;\">Vous pourrez, d\u00e8s les premiers \u00e9l\u00e9ments obtenus, les\u00a0<strong>valider et collaborer en interne avec vos coll\u00e8gues<\/strong>\u00a0afin de faire avancer le dossier et l\u2019entr\u00e9e en relation de votre client. L\u2019envoi de factures se fera \u00e9galement depuis l\u2019interface Clustdoc accessible au client.<\/span>\n<h3 id=\"echanger-avec-le-client-et-le-rassurer\"><span id=\"echanger-avec-le-client-et-le-rassurer-2\"><span style=\"font-size: 17px;\">\u00c9changer avec le client et le rassurer<\/span><\/span><\/h3>\n<span style=\"font-size: 17px;\">Bien s\u00fbr, toute communication se fera directement dans l\u2019<strong>interface personnalisable depuis lequel le client vous enverra ses \u00e9l\u00e9ments. Notre syst\u00e8me de messagerie \u00e9vite les allers-retours par email\u00a0<\/strong>tandis que vous pourrez m\u00eame encourager vos clients \u00e0 prendre RDV avec vous directement via l\u2019outil.\u00a0<\/span>\n<h3 id=\"what-is-client-onboarding\"><span id=\"en-resume-2\"><span id=\"en-resume\" style=\"font-size: 17px;\">En r\u00e9sum\u00e9<\/span><\/span><\/h3>\n<span style=\"font-size: 17px;\">Et voil\u00e0 ! Vous savez tout de l\u2019onboarding client : en quoi \u00e7a consiste, quels en sont les enjeux, comment le mettre en place dans votre entreprise et avec quels outils.\u00a0<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79948a6c elementor-widget elementor-widget-text-editor\" data-id=\"79948a6c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3 id=\"valider-les-differentes-etapes-de-lonboarding\">Valider les diff\u00e9rentes \u00e9tapes de l\u2019onboarding<\/h3>\n<span style=\"font-size: 17px;\">Une fois votre checklist de onboarding r\u00e9alis\u00e9e dans Clustdoc,\u00a0<strong>il ne vous restera plus qu\u2019\u00e0 la partager avec votre client<\/strong>, qui pourra y acc\u00e9der via un lien s\u00e9curis\u00e9 afin de partager avec vous les \u00e9l\u00e9ments requis.<\/span>\n\n<span style=\"font-size: 17px;\">Vous pourrez, d\u00e8s les premiers \u00e9l\u00e9ments obtenus, les\u00a0<strong>valider et collaborer en interne avec vos coll\u00e8gues<\/strong>\u00a0afin de faire avancer le dossier et l\u2019entr\u00e9e en relation de votre client. L\u2019envoi de factures se fera \u00e9galement depuis l\u2019interface Clustdoc accessible au client.<\/span>\n<h3 id=\"echanger-avec-le-client-et-le-rassurer\"><span style=\"font-size: 17px;\">\u00c9changer avec le client et le rassurer<\/span><\/h3>\n<span style=\"font-size: 17px;\">Bien s\u00fbr, toute communication se fera directement dans l\u2019<strong>interface personnalisable depuis lequel le client vous enverra ses \u00e9l\u00e9ments. Notre syst\u00e8me de messagerie \u00e9vite les allers-retours par email\u00a0<\/strong>tandis que vous pourrez m\u00eame encourager vos clients \u00e0 prendre RDV avec vous directement via l\u2019outil.\u00a0<\/span>\n<h3 id=\"what-is-client-onboarding\"><span id=\"en-resume\" style=\"font-size: 17px;\">En r\u00e9sum\u00e9<\/span><\/h3>\n<span style=\"font-size: 17px;\">Et voil\u00e0 ! Vous savez tout de l\u2019onboarding client : en quoi \u00e7a consiste, quels en sont les enjeux, comment le mettre en place dans votre entreprise et avec quels outils.\u00a0<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-88ed7d0 elementor-widget elementor-widget-template\" data-id=\"88ed7d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"58501\" class=\"elementor elementor-58501\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ee7773 e-grid e-con-full e-con e-parent\" data-id=\"6ee7773\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e5f4c4d e-flex e-con-boxed e-con e-child\" data-id=\"e5f4c4d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2dbb49d elementor-widget elementor-widget-spacer\" data-id=\"2dbb49d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9373c43 betakit-transform transform-type-translate elementor-widget elementor-widget-heading\" data-id=\"9373c43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">La solution qui digitalise toutes les \u00e9tapes de  l'entr\u00e9e en relation <\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bc35139 betakit-transform transform-type-translate elementor-widget elementor-widget-heading\" data-id=\"bc35139\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Ne jonglez plus entre les outils pour g\u00e9rer vos dossiers clients et administratifs<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07b8725 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"07b8725\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/clustdoc.com\/fr\/rdv-decouverte\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-long-arrow-alt-right\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Je r\u00e9serve un RDV D\u00e9couverte<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a991ec7 elementor-widget elementor-widget-spacer\" data-id=\"a991ec7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-541b425 elementor-widget elementor-widget-global elementor-global-59378 elementor-widget-author-box\" data-id=\"541b425\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<div  class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"http:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Sarah.png\" alt=\"Image de Marie \" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<div >\n\t\t\t\t\t\t<h4 id=\"marie\" class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tMarie \t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-author-box__bio\">\n\t\t\t\t\t\t<p>Marie est la voix de nos clients chez Clustdoc. Sa mission : vous accompagner dans la digitalisation de vos d\u00e9marches clients & admins, et simplifier le quotidien de vos \u00e9quipes.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<a class=\"elementor-author-box__button elementor-button elementor-size-xs\" href=\"https:\/\/fr.linkedin.com\/in\/mademoiselleasse\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\tLinkedin \t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-51d90157 e-con-full e-flex e-con e-child\" data-id=\"51d90157\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5780c5a e-con-full e-flex e-con e-child\" data-id=\"5780c5a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_offset&quot;:100,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;sticky_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;],&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40fa510 elementor-toc--minimized-on-tablet elementor-widget elementor-widget-table-of-contents\" data-id=\"40fa510\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h2&quot;],&quot;exclude_headings_by_selector&quot;:[],&quot;marker_view&quot;:&quot;bullets&quot;,&quot;icon&quot;:{&quot;value&quot;:&quot;&quot;,&quot;library&quot;:&quot;&quot;},&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;minimized_on&quot;:&quot;tablet&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 id=\"sommaire\" class=\"elementor-toc__header-title\">\n\t\t\t\tSommaire\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__40fa510\" aria-expanded=\"true\" aria-label=\"Ouvrir la table des mati\u00e8res\"><i aria-hidden=\"true\" class=\"fas fa-caret-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__40fa510\" aria-expanded=\"true\" aria-label=\"Fermer la table des mati\u00e8res\"><i aria-hidden=\"true\" class=\"fas fa-caret-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__40fa510\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f40e7e8 elementor-widget elementor-widget-elementskit-social-share\" data-id=\"f40e7e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-social-share.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<ul class=\"ekit_socialshare\">\n                            <li class=\"elementor-repeater-item-ce29207\" data-social=\"linkedin\">\n                    <div class=\"linkedin\">\n                        \n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"#FFFFFF\" viewBox=\"0 0 50 50\" width=\"50px\" height=\"50px\"><path d=\"M41,4H9C6.24,4,4,6.24,4,9v32c0,2.76,2.24,5,5,5h32c2.76,0,5-2.24,5-5V9C46,6.24,43.76,4,41,4z M17,20v19h-6V20H17z M11,14.47c0-1.4,1.2-2.47,3-2.47s2.93,1.07,3,2.47c0,1.4-1.12,2.53-3,2.53C12.2,17,11,15.87,11,14.47z M39,39h-6c0,0,0-9.26,0-10 c0-2-1-4-3.5-4.04h-0.08C27,24.96,26,27.02,26,29c0,0.91,0,10,0,10h-6V20h6v2.56c0,0,1.93-2.56,5.81-2.56 c3.97,0,7.19,2.73,7.19,8.26V39z\"><\/path><\/svg>                        \n                                                                                            <\/div>\n                <\/li>\n                                            <li class=\"elementor-repeater-item-1921e0a\" data-social=\"facebook\">\n                    <div class=\"facebook\">\n                        \n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"#FFFFFF\" viewBox=\"0 0 30 30\" width=\"30px\" height=\"30px\"><path d=\"M12,27V15H8v-4h4V8.852C12,4.785,13.981,3,17.361,3c1.619,0,2.475,0.12,2.88,0.175V7h-2.305C16.501,7,16,7.757,16,9.291V11 h4.205l-0.571,4H16v12H12z\"><\/path><\/svg>                        \n                                                                                            <\/div>\n                <\/li>\n                                            <li class=\"elementor-repeater-item-ea8ef81\" data-social=\"twitter\">\n                    <div class=\"twitter\">\n                        \n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"#FFFFFF\" viewBox=\"0 0 30 30\" width=\"30px\" height=\"30px\"><path d=\"M26.37,26l-8.795-12.822l0.015,0.012L25.52,4h-2.65l-6.46,7.48L11.28,4H4.33l8.211,11.971L12.54,15.97L3.88,26h2.65 l7.182-8.322L19.42,26H26.37z M10.23,6l12.34,18h-2.1L8.12,6H10.23z\"><\/path><\/svg>                        \n                                                                                            <\/div>\n                <\/li>\n                                    <\/ul>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb89165 elementor-widget elementor-widget-template\" data-id=\"eb89165\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"58654\" class=\"elementor elementor-58654\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5be33258 e-con-full e-flex e-con e-child\" data-id=\"5be33258\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b02ef2c betakit-transform transform-type-translate elementor-widget elementor-widget-heading\" data-id=\"b02ef2c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Simplifiez la gestion de vos dossiers\u00a0<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-263d5b05 elementor-widget elementor-widget-image\" data-id=\"263d5b05\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"960\" height=\"749\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/03\/Clustdoc-portail-en-ligne-1-1024x799.png\" class=\"attachment-large size-large wp-image-40164\" alt=\"\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/03\/Clustdoc-portail-en-ligne-1-1024x799.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/03\/Clustdoc-portail-en-ligne-1-300x234.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/03\/Clustdoc-portail-en-ligne-1-768x599.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/03\/Clustdoc-portail-en-ligne-1.png 1166w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37f2464d elementor-align-center elementor-widget-tablet__width-initial elementor-widget elementor-widget-button\" data-id=\"37f2464d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/clustdoc.com\/fr\/rdv-decouverte\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">D\u00e9couvrez Clustdoc<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-77d317f2 e-flex e-con-boxed e-con e-parent\" data-id=\"77d317f2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70fb56ae elementor-widget elementor-widget-spacer\" data-id=\"70fb56ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26aa40c4 betakit-transform transform-type-translate elementor-widget elementor-widget-heading\" data-id=\"26aa40c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 id=\"ces-articles-pourraient-vous-interesser\" class=\"elementor-heading-title elementor-size-default\">Ces articles pourraient vous int\u00e9resser<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-190a7cc elementor-widget elementor-widget-spacer\" data-id=\"190a7cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71fac8cc elementor-posts__hover-none elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-card-shadow-yes elementor-widget elementor-widget-posts\" data-id=\"71fac8cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;cards_columns&quot;:&quot;3&quot;,&quot;cards_columns_tablet&quot;:&quot;2&quot;,&quot;cards_columns_mobile&quot;:&quot;1&quot;,&quot;cards_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:35,&quot;sizes&quot;:[]},&quot;cards_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;cards_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.cards\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid\" role=\"list\">\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-48372 post type-post status-publish format-standard has-post-thumbnail hentry category-blog category-relation-client nt-post-class \" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/clustdoc.com\/fr\/blog\/solution-kyc\/\" tabindex=\"-1\"><div class=\"elementor-post__thumbnail\"><img decoding=\"async\" width=\"300\" height=\"213\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-300x213.png\" class=\"attachment-medium size-medium wp-image-47293\" alt=\"Quelle solution KYC pour optimiser l\u2019entr\u00e9e en relation\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-300x213.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-1024x726.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-768x545.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-1536x1090.png 1536w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1-595x422.png 595w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Visuel-Blog-1.png 1748w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__badge\">blog<\/div>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 id=\"quelle-solution-kyc-pour-optimiser-lentree-en-relation\" class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/clustdoc.com\/fr\/blog\/solution-kyc\/\">\n\t\t\t\tQuelle solution KYC pour optimiser l\u2019entr\u00e9e en relation ?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-post__meta-data\">\n\t\t\t\t\t<span class=\"elementor-post-date\">\n\t\t\toctobre 22, 2025\t\t<\/span>\n\t\t\t\t<span class=\"elementor-post-avatar\">\n\t\t\tAucun commentaire\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-48080 post type-post status-publish format-standard has-post-thumbnail hentry category-blog category-productivite nt-post-class \" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/clustdoc.com\/fr\/blog\/logiciel-gestion-pme\/\" tabindex=\"-1\"><div class=\"elementor-post__thumbnail\"><img decoding=\"async\" width=\"300\" height=\"213\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-300x213.png\" class=\"attachment-medium size-medium wp-image-47333\" alt=\"logiciel gestion pme\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-300x213.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-1024x726.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-768x545.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-1536x1090.png 1536w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68-595x422.png 595w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/Blog-pictures-68.png 1748w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__badge\">blog<\/div>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 id=\"logiciel-gestion-pme-les-27-solutions-a-explorer-en-2026\" class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/clustdoc.com\/fr\/blog\/logiciel-gestion-pme\/\">\n\t\t\t\tLogiciel gestion PME : les 27 solutions \u00e0 explorer en 2026\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-post__meta-data\">\n\t\t\t\t\t<span class=\"elementor-post-date\">\n\t\t\tnovembre 5, 2025\t\t<\/span>\n\t\t\t\t<span class=\"elementor-post-avatar\">\n\t\t\tAucun commentaire\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-48021 post type-post status-publish format-standard has-post-thumbnail hentry category-blog category-relation-client nt-post-class \" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/clustdoc.com\/fr\/blog\/cycle-de-vie-client\/\" tabindex=\"-1\"><div class=\"elementor-post__thumbnail\"><img decoding=\"async\" width=\"300\" height=\"213\" src=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-300x213.png\" class=\"attachment-medium size-medium wp-image-47285\" alt=\"5 minutes pour ma\u00eetriser les fondamentaux du cycle de vie client\" srcset=\"https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-300x213.png 300w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-1024x726.png 1024w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-768x545.png 768w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-1536x1090.png 1536w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client-595x422.png 595w, https:\/\/clustdoc.com\/wp-content\/uploads\/2025\/10\/cycle-de-vie-client.png 1748w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__badge\">blog<\/div>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 id=\"5-minutes-pour-maitriser-les-fondamentaux-du-cycle-de-vie-client\" class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/clustdoc.com\/fr\/blog\/cycle-de-vie-client\/\">\n\t\t\t\t5 minutes pour ma\u00eetriser les fondamentaux du cycle de vie client\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-post__meta-data\">\n\t\t\t\t\t<span class=\"elementor-post-date\">\n\t\t\tnovembre 5, 2025\t\t<\/span>\n\t\t\t\t<span class=\"elementor-post-avatar\">\n\t\t\tAucun commentaire\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a11d57b elementor-widget elementor-widget-spacer\" data-id=\"a11d57b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Dans ce guide ultime du onboarding client, d\u00e9couvrons le concept plus en d\u00e9tails ainsi que les bonnes pratiques pour en faire votre arme secr\u00e8te.<\/p>\n","protected":false},"author":5,"featured_media":47305,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[291,298],"tags":[],"class_list":["post-48405","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-digitalisation","nt-post-class",""],"_links":{"self":[{"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/posts\/48405","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/comments?post=48405"}],"version-history":[{"count":49,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/posts\/48405\/revisions"}],"predecessor-version":[{"id":60471,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/posts\/48405\/revisions\/60471"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/media\/47305"}],"wp:attachment":[{"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/media?parent=48405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/categories?post=48405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clustdoc.com\/fr\/wp-json\/wp\/v2\/tags?post=48405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}