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A Client Onboarding Process Flow Chart : Tying Up Loose Ends

This blog post will give a tour on how to create a client onboarding process flow chart in detail!

A Client Onboarding Process Flow Chart : Tying Up Loose Ends

Do you feel like a client onboarding process flow chart is something that's essential to your company? Well, if not, it should be.

A client onboarding process flow chart can help ensure that your client knows they've made the right choice for themselves and their business by simplifying the process of going from signup to success.

In this blog post, we will discuss how to create a client onboarding process flow chart in detail!

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What is a Client Onboarding process?

Before we start, it's important to know what client onboarding actually is.

A client onboarding process flow chart refers to the client signing up and their journey from that point on:

  • How long does a client use your service for?
  • What do they need to pay attention to during this time period?
  • What client service options are available to them?
  • How can they reach out if they have any issues or need help with anything?
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All of these questions tie into your client onboarding process, and without a client onboarding process flow chart you'll leave both yourself and the client confused about what's going on.

Significance client onboarding process flow :

A client onboarding process flow chart is important because it ensures that the client has a smooth transition into your company and service.

Without this, you could leave them confused about what they need to do next or not know where their account information is located.

This can make for an extremely frustrating client experience! The client may even feel like they made the wrong decision in signing up with you and will want to back out of their contract altogether.

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With a client onboarding process flow chart, however, all these worries are eliminated: there's no confusion on either end and both parties know exactly what needs to happen from start to finish.

Creating a client onboarding process flow chart is an important step for any company that's trying to set up a new client.

It not only provides a clear idea of what the client needs to do, but also ensures that both parties are on the same page from day one – which can make or break your working relationship down the road!

What is a Client Onboarding process Flow Chart?

A client onboarding process flow chart is a diagram that shows the steps a client needs to take in order to successfully sign up for your service and start using it.

It covers everything from signing up and creating an account, to paying for and using your service, to contacting customer support if needed.

Essentially, it's a map of the journey a client takes from beginning to end while using your company's services.

If you don't have a client onboarding process flow chart, then you're leaving yourself and your clients open to confusion and frustration.

A client onboarding process flow chart ensures that all communication between both parties is clear and concise, and that the client knows exactly what they need to do in order to get started.

It also serves as a guide for the client, ensuring that they know how long they can expect to use your service for, which service options are available to them, and what their responsibilities are during this time period.

In short, a client onboarding process flow chart is essential for any company that wants to ensure a smooth transition into using their services – for both themselves and their clients!

Steps To Create a Client Onboarding Process Flow Chart:

1)  Figure out what the client's responsibilities are:

When it comes to a client onboarding process flow chart, you first need to figure out what the client's responsibilities are.

What do they need to do during their time using your service? What do they need to pay attention to? What can they not miss in order for their experience with your company to be a good one?

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By knowing this, you'll be able to create a timeline or checklist for them that will make sure everything is covered.

This also gives you an idea of what kind of support they may need from you – whether it's through email, phone calls, or chat support.

If there are any red flags that go up during this phase (like if client says they can't figure out how to do client support, for example), you'll know that there may be a few problems with your client onboarding process flow chart.

2) Set up your client's account and make sure they're aware of where everything is:

Once you know the client's responsibilities, it's time to set up their account and make sure they're aware of where everything is.

This includes their login information, contact information, and anything else that may be pertinent to them using your service correctly.

You should also provide them with a document or video that explains how your service works – if there are any specific steps they need to take in order for their experience to go smoothly.

Again, this will help reduce any confusion on the client's end and ensure that they're able to get started without any problems.

If you have an online chat system or telephone line open for customer support, make sure these are available to the client as well.

It's always a good idea to have multiple forms of communication open so that they can reach out if they need help with anything.

3) Make client aware of client service options:

One of the most important things to remember when creating a client onboarding process flow chart is that you need to make sure your client knows about all their client service options.

Do they have access to phone support, chat support, email? What's available for them?

If there are any limits on this (like if they only get so much free customer support or live chat per month), let them know what these limitations are and how best to reach out in case something goes wrong with their account.

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Again, this reduces confusion and ensures that both parties understand everything before starting work together.

The last thing you want is an unhappy client who isn't getting enough help from your end!

4) Give client a timeline for the onboarding process:

The final step in creating a client onboarding process flow chart is to give your client a timeline for the onboarding process.

This should include all the steps they need to take, as well as when you expect them to complete each one.

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Make sure to be very clear about this and set expectations accordingly – if something delays their progress, let them know so that they're not left waiting.

By having everything laid out in front of them, your client will know what's expected of them and can plan accordingly.

Plus, it gives you a way to track their progress and make sure they're on track!

5) Track client progress to ensure client onboarding process flow chart is followed:

You need to track client progress and make sure that your client's onboarding process follows the client service options in your client onboarding process flow chart.

There are many ways for this – using email reminders (with links back to any necessary documentation), automated phone calls, live chat support, or anything else where they can connect with someone if something goes wrong.

6) Provide client service options after client onboarding process flow chart is complete:

Finally, once the client has completed all of their documentation and steps in your client onboarding process flow chart, you need to provide them with additional client service options.

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For example, if they've gone through everything that's available on live chat or email but still have questions about using your product or want some personalized attention from someone who knows it well – consider hiring a client success manager for this part!

This person should know exactly what the client needs so that they can answer any last minute questions before starting work together.

Conclusion:

With these client onboarding process flow chart steps, you can ensure that your client is completely happy and satisfied with their experience.

By setting expectations from the beginning and making sure they know about all of your client service options, you're creating a smooth transition into working together – which will ultimately lead to a long-term relationship between both parties.







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