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New Customer Account Setup

1. Initial Inquiry and Qualification

Respond to customer inquiries promptly

Qualify the customer based on product needs and market segment

Conduct a preliminary assessment of customer potential

2. Information Verification

Validate customer business details (address, ownership, etc.)

Confirm the legitimacy of provided documents (license, tax ID)

Cross-check references for reliability

3. Terms Negotiation

Discuss and negotiate terms of sale (payment, delivery, warranties)

Document agreed-upon terms for record-keeping

Ensure clarity on return policies and service agreements

4. Account Setup in Systems

Create a new customer profile in the accounting system

Assign a unique customer ID for tracking

Set up required billing and shipping addresses

5. Credit Limit and Payment Terms

Establish appropriate credit limits based on evaluation

Define payment terms (net 30, net 60, etc.)

Communicate payment expectations clearly to the customer

6. Product and Service Configuration

Identify specific products or services the customer will receive

Configure any necessary product customization or specifications

Set up service level agreements (SLAs) if applicable

7. Onboarding Documentation

Prepare an onboarding packet with essential information

Include product manuals, service guides, and contact lists

Provide access to online resources or portals, if available

8. Internal Communication

Inform relevant departments (sales, manufacturing, logistics) about the new customer

Schedule an internal meeting to discuss customer-specific needs

Assign a dedicated account manager or contact person

9. Performance Tracking Setup

Define key performance indicators (KPIs) for the customer relationship

Set up regular review meetings to assess performance and satisfaction

Implement feedback mechanisms for continuous improvement

10. Customer Relationship Development

Schedule follow-up calls or visits to build rapport

Send a welcome package or introductory gifts to the customer

Encourage open communication to address any concerns promptly

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