Why is new client onboarding procedure important to get right?

Drive customer satisfaction and loyalty with an optimized client onboarding procedure. Customize the template to your business. Save time and energy.

Who should be included in a new client onboarding workflow?

Many people are involved. Usually an Account Manager inherits the relationship from Sales. Project Management might also play a role, coordinating resources and tasks early in the customer relationship. Back office 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 before it gets off the ground. Important regulatory steps might be overlooked and lead to future liabilities and problems with auditors. Without a strong approach to your client onboarding procedure, 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 procedure?

In addition to getting your client set up in your back-office systems and your collaboration platforms, also make sure your client onboarding procedure 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 with your customer. Stay focused on their needs. Use a structured process to keep your team focusedon priorities and great execution. Exceed your clients’ expectations. Build the foundations of new customer relationships with your new client onboarding procedure.

How to document and automate your new client onboarding procedure:

  • Document and Share the Process
    Use the template above to get started. Customize the outlined process. Add details, roles, assignments, relative due dates, timelines, tasks, forms, videos, and images to meet your needs. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Typically client onboarding requires workers from several departments. 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 with clarity and ease. 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 transferring 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, teams, and the business time and money while executing flawlessly. View live processes on dashboards. Monitor the details. Get reports when you want them and be notified if there’s an issue. Archive everything for record keeping and compliance.
  • Avoid Costly Mistakes
    Make sure each critical step gets done right and on time. When steps in the client onboarding procedure get missed, forgotten, done incorrectly, or done late the company’s risk of losing a new client increases significantly. To avoid these risks make your onboarding process systematic, reliable, and effective.

Use TeamworkIQ’s client onboarding procedure 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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