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6 Best Practices For Onboarding New Clients

1. Practice a People-Focused Approach

One size does not fit all. Customize your service or product

2. Wind Up Before the Kick-off

The kick-off meeting is where you can really solidify your client’s ideas and needs and make a concrete plan.

3. Prove Your Value Quickly

Consider the onboarding stage as less a stage and more a process. Once you’ve established your foundation and you’ve made clear your client’s goals, it’s time to get moving.

4. Organize Your Communication

Setting a communication schedule (or at least simple expectations) will ensure that neither you nor your client falls off each other’s map.

5. Consider the Tech

Onboarding tools exist to help you automate the customer’s journey through the onboarding process — many of them also contain pre-formatted checklists and check-in forms to help you expedite onboarding’s organizational component. But don’t forget to customize.

6. Exchange Feedback

And do it often. Don’t share just your own; listen to client feedback. When the time is right, ask them for it. Is this communication schedule working for you? Is there something that you feel like you’re missing? Does this goal schedule make sense in conjunction with your expectations?

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