Why is new client onboarding SOP important to get right?

Create a clear and effective onboarding SOP with TeamworkIQ’s client onboarding template. Drive customer loyalty with a streamlined experience.

Who should be included in a new client onboarding process?

Usually an Account Manager inherits the relationship from Sales. A Project Manager may support the Account Manager to track and coordinate the onboarding process early in the client relationship. Administrative tasks also need to get done. IT needs to give the customers access to systems and Accounting needs to add customer records and details to financial systems. 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 clients’ first experience will feel unprofessional, unorganized, and unproductive and that can ruin any client relationship before it gets off the ground. Important regulatory steps might get skipped and create future liabilities for the business. Without a strong approach to your client onboarding SOP, these kinds of issues can arise. 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 bad onboarding experience cause clients to doubt their decision and start thinking about your competitors.

What should be included in your client onboarding SOP?

In addition to getting your client set up in your back-office systems and your collaboration platforms, also make sure your client onboarding SOP gathers client goals, time tables, budgets, strategies, targets, and other information. 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 SOP.

How to document and automate your new client onboarding SOP:

  • Document and Share the Process
    Get started with the new client onboarding template. Customize the outlined process. Add timelines, tasks, forms, videos, images, details, roles, assignments, and relative due dates to meet your needs. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Usually client onboarding involves workers 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 everyone 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 slow speed, effort, 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, 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 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 SOP get forgotten, done incorrectly, done late or missed the company’s risk of losing a important client increases significantly. To avoid these risks make your onboarding process systematic, reliable, and effective.

Use TeamworkIQ’s client onboarding SOP 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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