Let’s start with a simple question, ‘what is a client onboarding?’. It is a process that helps a company to build a relationship, address concerns, and get to know the client setting the ground levels for starting the new project. This process starts when you have obtained the client’s approval for working together after lead generation, in other words, when you bring in new clients into your business. The process makes sure that at end of the whole process, the client gets an assurance that you will make them achieve their desired goals. Proper execution of this client onboarding process is needed because if you fail to do so, the clients might think working with you to be a wrong decision apparently and would ultimately leave. You must showcase acceptable in the first 90 days, that way they would stick around for long. Explain your plans and scope in the simplest yet effective manner because then only the process would mean something to you and your clients. Make sure you get rid of all the flaws in your action plan to make them happier and confident about their choice.
The seven steps that are included in the process are proposal, contract, and payment for the deal which could be completed via email or face to face, creating a client onboarding questionnaire to obtain client information. Assigning the team a client to get ready with rolling out the project. Setting up a client kickoff meeting to give a heads up to the project and start engaging with the agent onboarding. Providing the clients a small welcome package that may include case studies, welcome videos, articles, and so on would allow them to learn in-depth about your company and the project as well. Give a follow-up call to the clients in the first 30 days of onboarding to make sure that everything is going on fine and smoothly. You can always refine and improve the onboarding process by collecting their feedbacks and get back on the set plan.
As much as it is thrilling to get a client on board, it is difficult to make them stay and explain your worth within a very short time because only upon delivering the results you can assure them success. It is a vital approach to follow the above steps or checklist to make sure that agent onboarding will bring in beneficial results in regards to the working relationships, gathering important information for serving the clients the best, getting into detailed orientation, and reducing the risk of disagreements that may arise in future.
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