“Onboarding clients is the first step in their journey with your product or service. Simply stated, it’s the process you use to introduce new clients to your company. It’s akin to employee onboarding, which shares the goal of building long-lasting, mutually beneficial relationships.” – Becky Simon at SmartSheet.com
Think about a company you love! Think about what it’s like to visit their website and know exactly how to shop, order, and track your purchase. How does that confidence and trust in the systems they use make you feel?
I am going to guess that it makes you feel taken care of, satisfied with the service, and excited to shop with that company again. That’s why they are your favorite.
This exact thought is exactly why your client’s experience in the onboarding phase matters too. Your clients come into your space for your authority, expertise, and energy. When you make the onboarding easy, they can feel supported, understood, and informed within your services and systems. The benefits of this are retention, ease-of-service, and positive long-term feedback.
The best part about it? It can be simple! Here’s how.
As tempting as it is to launch off the cusp of the idea and hit the ground running when the first client shows interest, take a second before you get caught up in the overwhelming to-do list, and have your systems work for you.
My personal favorite is ClickUp!
Within your project management tool, there are so many incredible features, like templates, lists, and automation, that make setting up a new client easier. You can hold everything in one place and customize it as you see fit!
And take it from me, using your systems and templating your workflow can CHANGE THE GAME for you.
I said “bye” to the lack of consistency in my offers and services. When people work with me, I know what comes next for them and I don’t waste my time starting from scratch for every single project. To do that I had to learn not to confuse “customizing an experience” with a “lack of streamlining and organization.” You can set up some 🔥 FIRE 🔥 templates in your workflow AND give each of your clients an incredibly powerful experience at the same time.
(Within ClickUp you can literally save repetitive tasks, lists, and workflows in a “Template Center.”)
With features like this, you KNOW exactly where to start when you go to set up a new client or team member.
YES! That project idea is AMAZING. Seriously though, you and your client’s ideas are incredible! They are going to serve audiences and make money! But first, you have to make the game plan.
It’s time to lay out a solid timeline, and it’s time to do that in your project management system. Platforms like ClickUp were created to help you serve your clients well and make business easier, so let them.
Before you share all the juicy details and start working with a client, you should first consider these four things:
It’s wild how seamless you can deliver projects to clients when you take the upfront time to lay it all out in your systems.
Onboarding is not the place for your clients to expect the unexpected. They continuously have to stay on their toes in other areas of their life, and the last thing they need from you is a confusing onboarding process that leaves them wondering, “what’s next?!” or “Where do I go from here?!”
This is why an onboarding packet or dashboard is crucial for setting reliable client expectations.
Here are four ways to make it easy for you and them:
The only way to improve, grow, and continue servicing your clients for the long-run is if you know what their needs are. And not to mention, client feedback is the top way to share about your services from a perspective potential clients can relate to.
Once you have your clients, set up and ready to go. Have them reflect back to you the things that helped and the things that didn’t. This will strengthen your systems and strategies for many clients to come!
ClickUp Buildout Sprint are highly customized project management tool (ClickUp) build-outs.
These builds are individually customized to fit the specific needs of the business and the entire team. A cookie-cutter approach to your unique backend operations doesn’t cut it.
Your team, your clients, and you require a high-level, intricate way to manage the business’s many moving pieces. After a ClickUp Buildout Sprint, your operational systems will run like a well-oiled machine, effortlessly & seamlessly keeping your business, team, and clients on track.
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