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6 Steps to Onboard a New Client Schedule an Onboarding Meeting. If possible, hold a client onboarding meeting with a new client in-person. ... Review Roles and Responsibilities. ... Discuss Desired Outcomes. ... Anticipate Roadblocks and Plan Ahead. ... Ask for Feedback. ... Take Notes and Follow Up.

A 6-Step New Customer Onboarding Checklist to Use on Calls Record the customer's information. ... Research the customer and their company. ... Ask all the right questions. ... Created a custom checklist for the customer. ... Offer proactive and reactive support. ... Check in regularly. ... Measure metrics and optimize the onboarding process.

Client onboarding checklist (internal) This is the checklist generally used by internal customer success teams, outlining the steps they need to take to successfully onboard a new customer (while also designating who is responsible for what).

Here are a few key steps your agency should follow: Understanding client goals and deciding on deliverables. ... Finalizing the contract. ... Assigning a team. ... Inviting them to your client onboarding software. ... Sharing an onboarding questionnaire. ... Sending a Welcome Package. ... Scheduling a kickoff meeting.

Here are a few examples of onboarding goals: A customer reports that your software freed up an hour each day after only one week of using it. The customer upgrades to a paid service at the end of a two-week free trial.

A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs. It gathers business intelligence that can be used to assess a client's needs, establish what goals they hope to achieve, and develop an action plan to meet their desired outcomes.

Customer onboarding can be broken down into three key components: trust-building, loyalty-building, and advocacy creation (more on that later).