Onboard a new client

Section 1: Preparing for Onboarding

Gather all necessary client information (name, contact details, business information)

Review client's requirements and goals

Assign a dedicated team member to oversee onboarding process

Schedule an initial meeting with the client to discuss expectations

Establish onboarding process timeline

Assess existing internal systems and processes

Discuss and agree on project timelines and deliverables

Develop onboarding plan

Create onboarding materials (e.g. brochures, welcome kits)

Create client-facing onboarding documents (e.g. contracts, terms of service)

Prepare a list of questions for the client to answer

Ensure all relevant stakeholders are involved in the onboarding process

Familiarize the team with the client's industry and business

Set up an onboarding tracking system

Designate a client success manager

Section 2: Documentation and Legal

Prepare and send client contract or agreement for review and signing

Ensure all necessary legal documents are collected and signed (NDAs, data protection agreements, etc.)

Verify client's identity and business legitimacy (if required)

Section 3: Setting Up Accounts and Access

Create client account in the company's system

Set up access to necessary platforms, software, or tools

Provide login credentials and instructions to the client

Configure any necessary security settings or permissions

Section 4: Establishing Communication Channels

Add the client to relevant communication channels (email groups, project management tools, etc.)

Schedule regular check-ins and meetings with the client

Introduce the client to the team members they will be working with

Provide contact information for the main point of contact

Section 5: Gathering and Organizing Information

Request all required information and documents from the client (logos, brand guidelines, etc.)

Create a shared folder or document repository to store client files

Organize and categorize received information for easy access

Section 6: Understanding Client's Business

Conduct a discovery session or interview with the client to understand their business model, target audience, and industry

Research the client's market and competitors

Create a client profile or persona to guide future decision-making

Section 7: Defining Project Scope and Deliverables

Collaborate with the client to define project goals, objectives, and desired outcomes

Document and communicate the project scope, timeline, and deliverables to the client

Ensure the client has a clear understanding of what to expect during the engagement

Section 8: Training and Support

Provide necessary training materials or resources to the client

Conduct training sessions to familiarize the client with the company's products or services

Establish a support system and provide contact information for technical assistance

Section 9: Ensuring Client Satisfaction

Regularly check in with the client to address any concerns or questions

Seek feedback from the client to ensure their expectations are being met

Continuously evaluate the client's satisfaction and make necessary adjustments to enhance the relationship

Section 10: Post-Onboarding Follow-up

Conduct a post-onboarding review meeting to assess the onboarding process

Address any remaining outstanding issues or questions from the client

Confirm that the client is fully onboarded and ready to proceed with the engagement

Onboard a new client

*Section 1: Preparing for Onboarding*

*Section 2: Documentation and Legal*

*Section 3: Setting Up Accounts and Access*

*Section 4: Establishing Communication Channels*

*Section 5: Gathering and Organizing Information*

*Section 6: Understanding Client's Business*

*Section 7: Defining Project Scope and Deliverables*

*Section 8: Training and Support*

*Section 9: Ensuring Client Satisfaction*

*Section 10: Post-Onboarding Follow-up*