The onboarding process is a client’s first chance to get to know your business properly. First impressions matter, so the onboarding process is critical.
Being onboarded with a standardised process from start to finish helps to build your client’s confidence in your business, saves you both time, and keeps things moving.
Implementing a client onboarding process can benefit your accounting by allowing you to get to know each client individually in a more effective manner, work to your client’s needs, and ensure they will stick around for the long term.
In this eBook we’ll look at the steps involved in developing a standardised onboarding process and walk you through a typical client onboarding checklist that can help you devise a successful onboarding process from start to finish, covering:
- The benefits of a standardised onboarding process
- Developing a winning onboarding process
- Uncovering your new client’s true needs
- Setting up new clients and migrating client data
- Training your clients for long-term success