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Client Onboarding Planner

What is Client Onboarding? Client onboarding is a process whereby you prepare a prospect to begin working with you and further developing a relationship with them. You are preparing them on how to best use your product or service and it’s their first introduction to the inner workings of your business after the initial inquiries about pricing and if you’re accepting new clients. 

Preparing a thorough client onboarding system will save you time, money, and a bit of your sanity because any system resolves a problem and, in this case, that problem is getting all the client info you need, tracking all that paperwork, plus making them feel welcome.

This planner is designed to help you think through and plan your client onboarding system. This will not only save you time but also be the input to you drafting client onboarding procedures to train your team when you hire.

The planner takes you through an 8-step process to map out your system. It covers areas such as:

  • Your existing client onboarding process
  • Identifying the necessary tasks for client onboarding
  • Finding potential gaps in your onboarding process
  • and many more...

Do not skip on this step if you have a service business or even a subscription business. Plan now!