How to Steps for Client Onboarding Process Template

This how to steps for client onboarding process template has 2 pages and is a MS Word file type listed under our business plan kit documents.

Sample of our how to steps for client onboarding process template:

Client Onboarding Process Standard Operating 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: Assess your client's current needs. Outline the client's desired outcomes and goals. Assign the client to someone in your sales team. Ask your sales team to plan a client kickoff call/meeting. Provide a welcome package, if possible. Do a 30 days checkup call. Encourage customer to give feedback. Definition/Explanation: 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. Outcomes and goals: