7 Workflows to Make Your Client Onboarding Process IG Worthy

You’ve signed them, they paid, now what?

 

You start working on the deliverables, or coach them like it’s nobody’s business, right? Wrong.

 

Sure, doing the work that your client hired and paid you to do gets you a gold star. But if you really want to shine and stand out, streamline your onboarding process and roll out the red carpet.

 

Here’s how we, a luxurious online business management company, do exactly that:

 

1. Send a Custom Welcome Video using Bonjoro

1. • Roll out the red carpet for your community member by sending them a personalized welcome video.

 

2. Create Proposal Templates

• • Use a CRM software like Dubsado and create branded proposals with the touch of a button, triggering the onboarding workflow. This will also help you avoid scope creep, by setting expectations early.

 

3. Create an FAQ page for clients in your programs 

1. • This page can include questions on how to update payment information, how to reschedule a call with you, where to access program materials, how to submit documents for review, feedback guidelines etc. The goal here is to answer your clients’ frequently asked questions on the front end to avoid communication gaps. Bonus: take them on a virtual tour of the community hub and pin the FAQ page to the welcome video post. How to Make the Most out of This Program

 

4. Client Gifting

• • Notify Your Community Success Team that there is a new community member ready to receive their welcome gift using a simple slack zap. 

 

5. Add Clients to your email list and automatically subscribe them to the “program nurture sequence”

 

6. Create an organizational system to store onboarding templates

1. • Create a running doc of response prompts/templates for automated and manual communication. You’ll refer to this doc when making communication updates as well as onboard your client success support team.
     

 

7. Last but not least, audit your client onboarding experience

• • How long does it take for your client to begin diving into the program – use the data here to identify barriers and solutions to improve client onboarding workflows.

 

 

This process may take a few extra minutes, but tell me if 5 additional minutes is worth the possibility of your client staying in your roster forever?

Or better yet, for your client to begin raving about how much you care and how good you treat them.

 

Want more in-depth online business tips like this?

Join the free Facebook Group, The Soulful Systems Community here.

 

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