5 Best Practices For Onboarding A New Client
The introduction to the client and the onboarding process is fundamental since it establishes trust and proper management for a lasting partnership.
Putting it another way, it is the first official “hello” that will determine the impression of both parties that are about to work together.
It is also the moment when the process must follow each step with the client without leaving relevant information behind.
Without a doubt, a moment of mutual emotion. They have already signed a contract and may be ready to execute their corresponding operations. Still, the important thing is not to rush and dedicate enough time to plan and execute innovative ideas to enhance the customer experience.
This process has generated a lot of interest in me, starting from the welcome to the methodology.
I appreciate the knowledge and information my colleagues have shared about good practices, which is why I dare to summarize five tips to consider on this blog.
- Set up a meeting:
It does not matter if it is remote or face-to-face (which in my opinion is always preferred), having an introductory session, not only to talk about business but also about the individuals behind it, is of great importance to establish a relationship based on trust and transparency.
This opportunity can demonstrate our authenticity and values, generating a connection and sense of honesty with the people we are about to negotiate with.
- Set real goals
When we partner with another company or business, the main objective will always be to achieve results that benefit both parties.
It is valid to wait for the scope of these results at different times, but it is worth emphasizing the importance of what I mean by real goals.
Every entity has its limits and being aware of them, our resources and possibilities, will be vital to have a more precise understanding of the role they will assume and to achieve results with the possibility of scaling in the future.
If we don’t accept our chances, we are only prone to disorganization and low expectations by not setting them early on at the meeting stage.
- Highlight your team
I never shy away from talking about the importance of appreciating and acknowledging your work team. In a process as important as onboarding, show off your team!
Allowing them to present themselves to new clients, demonstrating their skills and relevant areas, not only shows the corporate structure but can also reinforce their sense of belonging.
Above all, by giving them importance over interactions, including considering them for decision making and setting attainable goals.
- Adaptability
The industry’s ability to adapt to contemporary and future challenges through the different work methodologies and implemented tools.
This capacity can be demonstrated from the onboarding process, either by mentioning past events or by the verifiable results to be projected at the moment.
Include the processes and the necessary evidence that demonstrates how to overcome any adversity
Without a doubt, emphasizing this quality demonstrates a competitive advantage.
- follow-up
Following up on any topic will always be necessary regardless of its scale or degree of importance. Although it is an introductory phase, the onboarding process will lay the foundations, policies, and way of working that will be passed on to other teams.
Take notes & always send the report to your team. Even the smallest detail can make a huge difference.
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