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    How To Steps For Client Onboarding Process D12601

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    How To Steps For Client Onboarding Process D12601

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    imran ali kazmi
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    how-to-steps-for-client-onboarding-process-D12601

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    4 views3 pages

    How To Steps For Client Onboarding Process D12601

    Uploaded by

    imran ali kazmi
    how-to-steps-for-client-onboarding-process-D12601

    Copyright:

    © All Rights Reserved
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    Client onboarding process

    Standard Operation Procedure

    Department: Sales

    Purpose: Client onboarding is the process of welcoming new clients into


    your business, addressing their questions and concerns, and ensuring
    they understand the services available to them. Client onboarding is one
    of the most important functions for any business because it directly
    affects the client’s experience with your company, which will affect
    profits. It begins after a new user purchases a product. It usually
    continues until the user is comfortable and adept at its use and/or is
    satisfied with the results.

    Frequency: At every customer acquisition

    Procedure:

    1) Assess your client’s current needs.

    2) Outline the client’s desired outcomes and goals.

    3) Assign the client to someone in your sales team.

    4) Ask your sales team to plan a client kickoff call/meeting.


    5) Provide a welcome package, if possible.

    6) Do a 30 days checkup call.

    7) Encourage customer to give feedback.


    Definition/Explanation:

    I. Needs: One of the most important parts of the onboarding process


    is learning about your client’s needs. Every client is different and
    will have different resources to work with. When you understand
    their strengths and weaknesses you will be able to develop a plan
    for how to work with them.

    II. Outcomes and goals:. You should already have an idea of what your
    client is hoping to accomplish and have a clear understanding of
    what you are working with. Now it is time to develop a goal and a
    plan to move forward. Goals must be measurable. The more clearly
    the goals are articulated, the easier it will be for your team to stay
    on track. Be sure that you don’t overpromise anything and make
    sure everyone is involved in the goal-setting process.

    III. Assign the client: When the customer has someone who manage
    the relation, the process of integration is much easier and better
    is the customer’s experience.

    IV. Kickoff call/meeting: The purpose is to introduce the team,


    understand the project background, understand what success
    looks like, understand what needs to be done, and agree on how to
    work together effectively. It’s the opportunity to get the team and
    client on the same page.

    V. Welcome package: This is an opportunity to educate the client and


    reinforce their purchase decision. The welcome package may
    include professional flyers with regular business hours,
    location(s), contact information, emergency contact number,
    typical response times and FAQs etc.

    VI. Checkup call: This call must be scheduling to gather feedback on


    the engagement and relationship so far. This call could be
    undertaken by sale supervisor. This is your opportunity to make
    sure that nobody has dropped the ball during the onboarding
    process.

    VII. Feedback: Hear what your customers have to say. Also, check out
    what competitors are doing and pay attention to social media
    conversations.

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