1. Collect contact information: name, email address, phone number, company.
Make sure to collect all the necessary contact information from your new clients. This could include their name, email address, phone number, and company name (if applicable). You may also want to ask for any other details you need, such as their job title or purchasing authority.
2. Verify contact information and obtain any additional details you need.
After collecting the contact information, make sure to verify that it is accurate and complete. If there are any discrepancies, now is the time to resolve them. Additionally, if you need any additional details from the client, such as their job title or purchasing authority, now is the time to ask for them.
3. Send welcome email or letter.
Once you have all the necessary information, send your new clients a welcome email or letter. This could include an introduction to your company and its products or services, as well as a description of the client onboarding process itself. Be sure to include any important details, such as how to access their account or where to find training materials.
4. Set up account or profile (if necessary).
If your company requires clients to set up an account or profile before using your product or service, now is the time to do so. Be sure to walk them through the process step-by-step, and answer any questions they may have.
5. Provide overview of your company and its products or services.
In your welcome email or letter, provide a general overview of your company and its products or services. This will give your new clients a better understanding of what you do and how you can help them achieve their goals.
6. Describe the client onboarding process in detail.
In addition to providing an overview of your company, describe the client onboarding process in detail. This will help ensure that your clients know what to expect and can plan accordingly. Include information on how long the process will take, what steps need to be completed, and who they should contact with any questions or concerns.
7. Guide the client through your website or product/service interface.
Once they have a general understanding of your company and its products or services, guide your clients through your website or product/service interface. Show them where everything is located and explain how it works in detail. If there are any features that are particularly important, make sure to highlight them.
8. Answer any questions the client may have.
As you walk your clients through the onboarding process, they will likely have questions. Be sure to answer all of their questions in a timely and helpful manner. If you are not able to answer a question immediately, make sure to let them know that you will follow up as soon as possible.
9. Thank the client for their business.
Once the onboarding process is complete, thank your new clients for their business. This is a good opportunity to reiterate your commitment to providing outstanding service and meeting their needs. You may also want to invite them to contact you if they have any further questions or concerns.