The onboarding process is the first glimpse that your new client has of what it will be like to work with you. It is also your team’s first experience of working with this client. A successful onboarding process ensures a smooth transition from sales to fulfillment and lets everyone know what to expect going forward. Adding automation to your onboarding new clients process makes it even more powerful.
Create an Onboarding New Clients Process that Works
Learn more about creating a process for onboarding new clients in part 1 of our discussion here.
Don’t forget to download your free copy of our onboarding new clients process template. We’ll walk you through each step of creating your own process.
Why Automation
Now that you have a process in place for onboarding new clients, the next step is to add automation. From setting up software folders, to creating new contacts and accounts in your CRM or project management systems, to sending contracts and documents, there are a lot of things that need to happen. Some things will need your personal attention. But a lot of these tasks can be scheduled to happen automatically. The more you can automate your onboarding process, the more time and money you save. Automation also ensures consistent delivery throughout your onboarding process.
Here are some of my favorite tips and tools for automating your onboarding new clients process.
Visit us online or check out our Process Rehab Facebook group for more process tips and solutions!
Not sure what a modern SOP looks like? We have a course for that! With free templates, step-by-step instruction and tools to help you succeed, we’ll teach you how to create a powerful SOP for your business. Preview the course here.