![]() ![]() A step-by-step list for your new client onboarding process will save both you and your client time and keep you both on track.ġ1 Things to Include on Your New Client Onboarding Checklist 1. So, how do you make sure you have an efficient onboarding process in place? Start with a well-thought-out checklist. ![]() An efficient onboarding process encourages long-term client relationships, and only a 5% increase in customer retention results in more than a 25% increase in profit. Onboarding is an essential business strategy. On the client’s end, the onboarding process is where they discover how you will work together to achieve their goals.įor the business owner, the onboarding process is where you can communicate expectations, set streamlined systems and processes, provide consistency, and ultimately begin building a reputation of organization, confidence, and efficiency. The early days can lay the foundation for your relationship. The onboarding process is the first time a client gets a glimpse of your products, services, and how you do business. A client’s first impression of a business sets the tone for a relationship that you hope will last a long time.
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