For those who may not know, a client onboarding process is a process that a client goes through after they say yes to working with you.This process typically includes payment, contracts, questionnaires and other logistics that we will delve more into a bit later. I know typically we hear about sales methods and marketing strategies, and they are indeed important.
But what happens after you have marketed your way to a new lead and a new sale? Do you just deliver what you promise via an email PDF file? Once upon a time that was okay, but the online space has now become a competitive marketplace where everyone is trying to position themselves as an expert and is constantly competing for the eyes of new clients.
Sometimes it is easier to retain a client versus search for a new one even though there are billions of people in this world. Having a client onboarding process will help you to deliver more than an emailed PDF file, it will allow for you to deliver an experience. An experience that will contribute to the likelihood of you retaining your client.
Having a client onboarding process will help you to deliver more than an emailed PDF file, it will allow for you to deliver an experience.
Your client onboarding process should be tailored to your business industry and your business goals. The onboarding process of a business coach is not the same of a web developer. Different strokes for folks. But nevertheless, the reasons why you need an onboarding process for your clients will forever remain the same.
Here are 5 reasons why a client onboarding process should be a part of your business plan.
- It allows for you to make a first impression on your new client, letting them know that how your company does business is unique from all the rests.
- It informs your consumers of how your company operates, eliminating unnecessary emails and business chaos.
- It increases your client retention rate by giving them an experience and allowing them to not feel like they were just a way for you to get paid.
- It gives an opportunity to take care of the legal stuff of you working with your clients.
- It lets clients know how they can access all their files.
Make sure that your client onboarding process delivers a jolly client experience.