A successful new client onboarding process is the key to happiness for your client and one of the secrets to increasing the customer lifetime value for your business.
Ok, you’ve got a few great campaigns in place and some of them are really working and getting new clients for you. Congratulations! Now what?
You will need to have a new client onboarding process in place in order to keep them happy, informed, and on your team for a long, long time.
Many small business owners think that having a new client on-boarding process is just for the “big guys”. To tell the truth, that is the main system process that made them the “big guys” in the first place and a process you should not overlook.
The onboarding process is made up of a series of events that a client is taken through and ultimately helps him/her understand how you work with them and how they can best work with the product or service they purchased from you.
You can create on-boarding processes for new clients and your team members. Once you get these processes setup, you’ll be surprised at how well they work to keep your clients happy. If a new client isn’t happy, they don’t spend money, if a current client is not happy, they will most likely send your walking papers. If your team is not happy, they cannot service your clients and they may leave as well.