New Client Onboarding Process

To onboard new customers, innovation is the fundamental factor. You have to provide a unique and customized experience to get prospective clients interested in signing up.

In this digital and fast-paced world, traditional onboarding is cumbersome, disorganized, error-prone, and slow, which can drive customers away from you.

It's critical to provide your clients with an effortless digital onboarding solution to leave a lasting first impression.

Because you want to know every essential detail about the client to provide them a tailor-fit service, you may have a long list of information to collect from them.

To avoid losing clients to insufficient information, you must continually adapt and include modern tools into your onboarding process.

While onboarding clients, you need to fully understand their business structures, personal information and needs, etc. It is also vital to provide them with a welcome kit that comprehensively explains your services.

Also, you’ll probably need furing the onboarding phase, to have them sign documents for compliance purposes.

Doing all this old way takes a lot of time which is the most valuable asset for your clients.

In other words, following a traditional onboarding method and not designing the system with modern tools may drive clients away from your service.

Clustdoc has developed the most effective solution to your onboarding problem. For your client onboarding process, we provide an advanced and effective solution.

With Clustdoc, your onboarding system will be thorough, structured, and well-integrated improving customer experience, turning them into long-time, loyal customers.

Smartly Welcome Your Clients to Leave a Lasting First Impression

Your customers expect you to welcome them and give them a tour guide into your business.

With Clustdoc, you can write a custom welcome message or add a welcome video to provide a truly exceptional experience.

You can attach your company’s intro video or create a unique welcome video to create a more personal feel. 

To impress the potential customer, offer testimonials from previous clients as well as case studies of services you deliver.

Using Clustdoc, you can embed as many videos as needed and guide clients through your services without any hassle.

Easily Collect Client Information with Clustdoc

Now you don’t have to switch between apps trying to share information with your clients. They can now easily share their company information on a more safe and secure platform.

Clustdoc’s smart checklist feature makes it easier for clients to share information without missing any necessary documents. You can save these documents on the cloud in a unique applicant file. It is much easier to access the files for future reference.

You can customize the checklist according to the information that you need to collect from the clients.

E-Signature Feature Makes Signing Documents Easier

When you onboard a new client, many papers require signing. Legal documents like the NDA, contracts, and policies will need signatures from your clients.

Previously, you had to print, sign, and then copy or scan your legal documents. Doing it the orthodox way is a time-consuming process. Clustdoc’s e-signature feature helps you sign all the documents within minutes. 

With Clustdoc, you can collect legally binding e-signatures without needing to print, sign, and then scan documents any longer. 

We created a client onboarding template for you to save your time and efforts.

Use The Best Client Onboarding Template For Your Company

With Clustdoc, you can provide a better customer experience to your clients because it’s faster, time-saving, and efficient for both you and your clients.

You can use our ready-to-use template and improvise according to your requirements to effortlessly onboard new clients.

Now is the time to get started with Clustdoc and turn your first-time clients into long-time, loyal customers.