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How To Develop Optimized New Client Onboarding Forms

In this blog post we'll discuss how to develop an optimized new client on-boarding form in detail.

How To Develop Optimized New Client Onboarding Forms

We all know how new clients can be a huge boost to your business. With new clients, you get new projects and new referrals! That being said, it's important that new client onboarding form is optimized for success.

A new client onboarding form template will ensure that each of your new clients understands what to expect from the outset - deadlines, workflow expectations, etc.

In this blog post we'll discuss how to develop an optimized new client on-boarding form in detail.

Organic flat feedback concept illustrated Free Vector

New client onboarding:

New client on-boarding is a new project that you're starting with a new client.

New client onboarding is the process new clients go through upon joining your company. This new client checklist template ensures that new clients know what to expect from you and how to get started with their projects.

In some cases, new clients may not be familiar with your company's processes and procedures - they probably don't have any previous experience working for you!

Importance of optimized new client onboarding process:

An optimized new client onboarding process is crucial for your new clients' success.

It's important to ensure that new clients know what to expect from you and their projects so they feel comfortable working with your company - it reduces the likelihood of miscommunication, missed deadlines, etc.

Process concept illustration Free Vector

New client on-boarding also ensures that new clients get started with the right projects from the beginning.

New client onboarding form:

You need new client onboarding forms because they help new clients understand what to expect from you and how to get started with their projects.

The new client checklist is also helpful in the event of miscommunication, missed deadlines, etc.

New client on-boarding form templates ensure that new clients know exactly where they stand and what's expected of them.

A new client checklist template ensures that new clients know what to expect from you and their projects.

It's important for new clients to understand project deadlines, workflow expectations, etc., so they feel comfortable working with your company - it reduces the likelihood of miscommunication or missed deadlines.

In addition, a new client onboarding form helps make sure that new clients are getting started with the right projects.

Best practices of new client onboarding:

Some of the best new client onboarding practices include:

  • clearly defining project deadlines, workflow expectations, etc. in new client on-boarding forms;
  • assigning new projects to new clients with care - make sure that they're a good fit for your company and that you have enough resources to take them on;
  • offering new clients a new client welcome package - new projects can be stressful, so new client onboarding forms should include something to help them feel comfortable and get started with their projects;
  • making sure new clients know how they'll receive updates about the project (e.g., phone calls, emails, etc.) and what kind of communication is expected from both sides;
  • setting up a meeting with new clients to discuss their project and answer any questions they may have.

What to include in a new client onboarding form:

1)  New client welcome package;

New client onboarding forms should include new client welcome packages with important information about the project and your company.

It's also helpful in reducing stress levels for new clients so they can focus on their projects from day one.

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New client welcome package includes:

  • a new client manual outlining expectations, deadlines, etc.
  • an overview of your company's processes and procedures
  • contact information for key members of your team
  • a project timeline or checklist
  • any other relevant information (e.g., Frequently Asked Questions, Policies and Procedures Manual, etc.)

2)  Project timelines or checklists;

New client onboarding forms should include new project timelines and/or checklists for new clients.

This ensures that new clients know exactly where they stand and what's expected of them - it reduces the likelihood of miscommunication, missed deadlines, etc.

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Project timeline or checklist includes:

  • dates of key milestones
  • A description of each milestone
  • Who is responsible for completing each milestone
  • Deadlines for completion of each milestone
  • Any other relevant information (e.g., contact information, project specifications, etc.)

3) Workflow expectations;

New client onboarding forms should also include workflow expectations for new clients.

This will help new clients understand your company's processes and how they can be most effective in their role.

Workflow expectations includes:

  • the different stages of a project and what is expected at each stage
  • who is responsible for completing each task
  • contact information for key members of your team
  • expected turnaround time for client feedback

Any other relevant information (e.g., company policies, etc.)

It's important to remember that new client onboarding forms should be tailored to your specific company and project needs.

4)  Key contact information:

New client onboarding forms should also include key new clients' contact information for your projects.

This ensures that new clients are able to reach you whenever they have questions, concerns, etc., about their project - it reduces the likelihood of miscommunication or missed deadlines.

Key new client's contact includes:

  • name
  • contact information (e.g., email address, phone number)
  • role in new client's organization (if applicable)

Any other relevant information (e.g., department name and/or project title for internal new clients; Skype account info if new clients will communicate with you via video chat; etc.)

5) Company policies:

New client onboarding forms should also include new clients' company's official policies, procedures, etc.

This ensures new clients know exactly what is expected of them and that they understand your company's processes from the start - it reduces the likelihood of miscommunication or missed deadlines.

Company's Policies & Procedures includes:

  • Terms of Agreement & Work for Hire
  • Scope of Work, Milestones and Deliverables
  • Fees/Costs (including payment terms)

Any other relevant information (e.g., new client's contact information; project timeline or checklist; etc.)

Avoid this in your new client onboarding forms:

  • New client onboarding forms shouldn't be too lengthy or complicated.

You want new clients to understand the basics, but you don't need them to know all of your company's processes and procedures immediately - it can lead new clients down a negative path if they feel overwhelmed by everything that is expected of them from day one.

Make new client's onboarding forms short, to-the-point, and easy for new clients to understand.

  • New client onboarding forms shouldn't be full of new clients' contact information.

New client's should know how to reach you, but new client will have access to your company's directory as they become more familiar with their role and project - it reduces the likelihood of miscommunication or missed deadlines.

Include new client's contact information in new client onboarding forms, but don't overdo it.

New clients will have all of the company directories as they become more comfortable with their new role and project - it reduces the likelihood of miscommunication or missed deadlines.

  • New client onboarding forms shouldn't ask new clients to complete unnecessary tasks.

New clients will already feel overwhelmed by the new role and project - you don't want new clients' to be overloaded with every task that is expected of them from day one, especially if it isn't remotely related or necessary for their position.

Include new client's contact information in new client onboarding forms, but don't overdo it.

New clients will already feel overwhelmed by the new role and project - you don't want new clients to be overloaded with every task that is expected of them from day one, especially if it isn't remotely related or necessary for their position.

Conclusion:

New client onboarding forms can be a huge help in ensuring new clients' success.

Tailor your new client onboarding forms to your company and project requirements, and make sure you cover all the essential information for new customers from day one. You'll be pleased you did it!








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