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Correct New Client Onboarding Checklist

Correct New Client Onboarding Checklist

Aug 6th, 2022

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How to Correct New Client Onboarding Checklist

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In this video, the presenter shares an onboarding checklist for social media marketing agency (SMMA) owners to enhance their client onboarding process. The checklist aims to help streamline onboarding, increase client acquisition, and set clear expectations. Key steps include conducting a single sales call where payment is made immediately, avoiding a two-call close to prevent clients from hesitating. The video emphasizes the importance of efficiency in onboarding to boost business growth. The presenter also encourages viewers to like, comment, and subscribe for daily content related to SMMA, including topics on Facebook ads, funnels, copywriting, and software systems.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What should a client onboarding package include?

For most independent businesses, heres what your client welcome kit should include: Welcome message and introduction. Policies. Communication preferences and information. Login details and tech overview. FAQs. Timeline and scope of work. Payment information. Next steps.

How do you create a client onboarding checklist?

Client onboarding checklist Send welcome documents. This is pretty meta, but the first step in your customer onboarding template is onboarding new customers. Get your legal ducks in a row. Prepare to get paid. Open the communication lines. Set up your project plan. Share your masterpiece.

What should be included in onboarding documents?

Handling documents during the onboarding process Job application form. Offer of employment letter. Employment/employee contract. Non-compete and NDA agreements. Organizational chart. Employee handbook signature page. Communications policy. Form W-4 for federal income tax withholding.

What does your new client onboarding process consist?

The client onboarding process establishes a customer relationship through pre-onboarding, after-signing communication, a kick-off call, a post-kick-off meeting, and SLA development. The goal of this process is to assure the client that your team will carry out the promises it made during the sales process.

What are the key steps involved in client on boarding?

The customer onboarding process: Steps, best practices, and examples Sign-up process. Its tempting to think that customer onboarding doesnt start until a customer has actually signed up for your product. Welcome email. First log-in. Integrations, invitations, and data imports. Product walkthrough. Follow-up emails.

What is the correct order of onboarding clients?

Step 1: Identify the need. Step 2: Understand the goals. Step 3: Determine the value. Step 4: Create the options.

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