Why is new client onboarding important to get right?

Start client relationships the right way with a customized client onboarding template. Build confidence and momentum with a strong first impression.

Who has a role in a new client onboarding workflow?

Many people are involved. Typically a Sales Representative transitions the relationship to an Account Manager. A Project Manager may support the Account Manager to track and coordinate the onboarding process early in the customer relationship. Administrative tasks also need to get done. Accounting and IT systems both need to be set up with client info or access. To meet regulatory compliance, disclosures or other supplemental notifications, paperwork, and signatures may be needed.

What are the potential problems if new client onboarding is not done well?

If onboarding processes are not well coordinated, the customer’s initial experience can feel clumsy, unclear, or unprofessional and that can undermine client trust. Important regulatory steps might get skipped and create future liabilities for the business. Without a strong approach to your client onboarding process, problems like these are far more likely. Even people who trained in the process can forget important steps in today’s busy, distraction-filled work environments. {Avoid these issues.} Don’t let a poor first impression take the momentum out of a new customer relationship.

What should be included in your client onboarding ?

In addition to getting your client set up in your back-office systems and your collaboration platforms, also make sure your client onboarding includes steps to discuss and collect clients’ high level goals, objectives, timelines and other details. Use the onboarding process opportunity to get to know your client. Schedule meetings to discuss key topics. Stay focused on their needs. Use a structured process to keep your team focused on priorities and great execution. Exceed your clients’ expectations. Build the foundations of new customer relationships with your new client onboarding system.

How to document and automate your new client onboarding :

  • Document and Share the Process
    Get started with the new client onboarding template. Customize the outlined process to your needs. Add roles, assignments, relative due dates, timelines, tasks, forms, videos, images, and details as needed. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Normally client onboarding involves employees from various positions. Sales acquires the client and inputs their data. Account managers organize meetings and projects. Entire teams may be involved in those meetings and projects. Processes like this require the coordination of many people. Automated workflows and tasks helps team members move through the entire process clearly and easily. To start a new workflow from your documented process, simply click Start.
  • Integrate with Other Systems
    Eliminate the effort, slow speed, and error prone nature of moving information manually between systems. TeamworkIQ’s integration points let you exchange data and events with the most popular CRM systems and 1000’s of other software packages, apps, and online applications.
  • Achieve Operational Excellence
    Save managers, your employees, and your whole business time and money while executing flawlessly. View live processes on dashboards. Monitor the details. Get reports when you want them and notifications if issues arise. Archive everything for compliance and record keeping.
  • Avoid Costly Mistakes
    Make sure each critical step gets done right and on time. When steps in the client onboarding process get forgotten, done incorrectly, done late or missed the company’s risk of losing a important customer increases significantly. To avoid these risks make your onboarding process systematic, reliable, and effective.

Use TeamworkIQ’s client onboarding template to assure that your first impression is a lasting one that leads to continued business, ongoing revenues, and enthusiastic referrals to new clients.

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