Has your business just landed a new client? Are you ready to begin the working process? Well, there's still another challenge!
The first three months of working with a new client is a valuable period.
Landing a new client is an exciting time for you and a promising opportunity for your business. On the other hand, you need to put most of your efforts into making a great first impression. This is why the client onboarding process is important. It is the exact period you need to build trust for the further success of your collaboration. You probably wouldn't want to onboard a client without a certain action plan for your team but also your client, right? You should know how to set expectations, milestones, metrics, and a timeline of a workflow. So, you've got to act!
What is a Client Onboarding Process?
Onboarding is the process of welcoming new clients into your business. You should show the client that you are interested in listening to them, connecting with them, and helping them solve their problems. You represent your company, send them a welcome package, a questionnaire to gather all the necessary information and make sure you can get started with their project. Show your willingness to answer any questions and concerns they may have, making sure they feel confident about their choice.
Below you’ll find an option of a checklist to perform a great client onboarding.
The client onboarding process template shown below is used by hundreds of companies like yours. You can import it, edit it and send it to your client today for free!
Step 1: Win your client’s trust
Whenever you start a client onboarding process it is important to professionally be represented to the client. There are many details the client should be informed of in terms of timing, process, and communication. For example, can a client expect an immediate response to their questions? Will there be weekly or monthly meetings? What tools or channels can be used to establish a smooth communication process? Counting on assumptions may lead to a conflict, so keeping it straightforward is always a good idea. Using our ready-to-use client onboarding process template you’ll be able to capture all this information upfront from a secure interface.
Use the welcome message feature to display to every new client useful information regarding their project.
Step 2. Ask to book an initial consultation
After representing your business and the details of the working process, prepare the client for an initial consultation. The first meeting is an important part of the onboarding process. It is a perfect time to outline the work and discuss the next steps. So, offer the client to book a meeting. Using Clustdoc, you can directly have clients book a meeting with your representatives.
No need to send out an email or chase your client, they know exactly what needs to be done. You may also suggest signing a non-disclosure agreement before their join the meeting. The digital signature feature will help you capture this very easily.
Step 3. Ask for supporting documents
Once the call is completed, ask the client to provide relevant documents as a next step: licenses or certificates necessary for the further working process.
Since this would already be listed in your client onboarding process, you won’t have to send another email to collect these documents! Simply redirect clients to their online interface to take action.
Step 4. Online payment system
If needed, you can also have clients complete the onboarding process with an online payment. Paying via a credit card directly through the system is a convenient option both for you and your client. It offers a better experience for the client, as well as increases security for the payment. As a bonus for both parties - it saves time. You can automatically capture payments through your Clustdoc client onboarding process template.
Step 5. Import and send your free template
Grab your ready-to-use process template and send it to your clients today for free!