You don’t want to create more work for your clients as you onboard them. Your goal should be to have the process go as smoothly and as easily as possible. A great way to ensure that this happens is to automate your onboarding. Below are some ways that you can do this.
Use an email marketing platform for automation.
Enter all of your templates into an email marketing tool, such as MailChimp or another similar platform; this will allow you to be able to schedule emails as needed. All of your messaging will be housed in one central location, primed and ready to go.
Make sure that all of your forms can be completed online.
You want to create ease of use when it comes to form completion. Using a tool like Typeform or another similar platform will allow you the ability to create forms that can be completed online; this makes it much easier for the end user and will save them a lot of time.
Allow the use of digital signatures.
Nothing is more of a hassle than when you’re sent a form to complete, but you have to sign it manually; this usually involves completing a form that’s in pdf or Word form and then having to print it, sign it and then scan it. Make things easier for your client by sending any forms that need a signature through DocuSign or another similar platform.
Onboarding is a necessary process to bring on new clients and team members. You need information from them in order to bring them into your company. However, try and automate the process as much as you can, this will not only help you as it relates to your productivity, but it will also save time for your clients. Getting off to a great start with a client is an excellent way to make a great first impression.