Perspective

Eight ways to help optimize your new client onboarding process

Landing a new client is just the first step in developing a successful long-term relationship

Key Takeaways
  • If new clients perceive your client onboarding process negatively, they may form an unfavorable opinion of your firm. Conversely, clients who enjoy a smooth onboarding experience may be more likely to become advocates and refer others your way.
  • A strategic approach to client onboarding may not only result in happier clients but may plant the seeds for deeper client relationships.
  • Eight ways to help optimize your new client to onboarding process: Pave the way for a smooth transition, develop a consistent discovery process, streamline the signature collection process, establish personalized communication preferences, connect on social media, communicate your team’s roles and responsibilities, train new clients on how to navigate online tools and support, & follow up and solicit feedback.
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Eight Ways to Help Optimize Your New Client Onboarding Process
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