Information Gathering

    Link to the cloud based CRM here, for example: https://www.sugarcrm.com/ List out fields that should be entered * Name * Primary contact * Address * Primary Phone

Internal Orientation Meeting

Kick-off meeting

Post Kick-off meeting

Use this template in Manifestly

Start a Free 14 Day Trial
Use Slack? Start your trial with one click

Why onboarding is important

You only get one chance at a first impression. Client onboarding is your opportunity to build a relationship, establish expectations, normalize communications channels, and impress your client that you have your act together.

Most importantly, a good onboarding process will lower your customer churn rate and increase profitability and satisfaction.

What client onboarding includes

Client onboarding is the process of creating relationships, gathering information, establishing agreed upon practices, and setting up systems. Usually this includes:

  • Welcome email
  • Kickoff meeting
  • Add to systems: file sharing, communications (Slack)
  • Check-in call after agreed upon time
  • Internal retrospective

More info

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack