Three Pointers for Proper On-Boarding of Clients

Onboarding a New ClientGetting a new client is exciting—it is one of the hallmarks that your business is growing and that more people are trusting you. But you need to create a good first impression to make sure that they are going to be repeat business. You have to work with them harmoniously and efficiently. It all starts with proper on-boarding.

A lot of businesses make the mistake of hastily on-boarding their clients. As a result, there are problems when it comes to production and deployment of products and services. If you are looking for ways to streamline your onboarding process, here is a roundup of items and pointers to keep in mind.

Introduce the client to the team

Of course, your client needs to meet the people who will work on their project requests. You can have them over your office or visit them at theirs. Introduce the project leads and the members. To establish credibility, you can show your team’s credentials, past works, and achievements in the last few months. This is also the phase where you can set the expectations.

Agree on the mode of work

Before your first project commences, both parties should agree on the mode of work. Will there be weekly visits? What will be the collaboration tool to be utilized? Things should not always be complicated, knowing that there are task management software programs from that you can use.

Establish an approval protocol

Approvals can be tricky, so you need to establish some guidelines from the get-go. How many passes and revisions should be there to ensure quality control? Who will be the point persons? These are the types of questions you need to ask.

These are just some of the things to keep in mind if you want to make things much easier as far as client onboarding is concerned. Have everyone in the team involved to streamline certain processes.