How to Create a Client Onboarding System
If you are a freelancer or service provider, client onboarding is one of the most important systems to create in your business.
Especially if you want to grow and build a profitable, long term business.
Client boarding is the process of bring on a new client into your business so that you can start delivering the service to them.
It’s a great opportunity to build a strong relationship so that the client wants to keep working with you long term.
When I first started my marketing business, selling my services to multiple clients at once felt overwhelming.
What I’ve learned over the years is that if you have a good onboarding system, you’ll look a lot more organized and professional to new clients and you’ll also feel better about the process.
A good process will:
Make you look professional
Makes delivery the service more efficient
Can lead to word-of-mouth referrals for more business
This can help you get more referrals because when a client is happy they usually tell their friends.
In this video, I share my simple 5 step process to a seamless client onboarding experience.
Benefits of Having a Client Onboarding Process
Like I mentioned earlier, not having a good process can make you feel unorganized and look unprofessional to clients. Some of the benefits of creating a system include:
Helps set expectations.
A good onboarding process allows you set clear expectation of what’s to come when working with you. You can share the next steps and communicate what you need from the client and when you will deliver what by when.
Creating visibility into your process can reduce any issues or challenges you would experience with a client if you didn’t communicate how you will be working together.
Creates client confidence
A clear onboarding process can also help to reduce buyers remorse so that the client feels confident with their purchasing decision.
Provides a path for you to follow
A good onboarding process can help you stay organized. Once you create a system, you won’t have to be stressed out or overwhelmed with all the work you have to do because you have a step-by-step plan.
Get repeat clients and referrals
Clients who are happy will keep working with you long term and give you referrals. That’s why it’s important to have a system in place.
