Client Account Onboarding

The client account onboarding process is the critical first step in customer satisfaction

 

client account onboarding

The client account onboarding process is critical to ensuring smooth onboarding for new clients, new projects, and to ultimately ensure customer satisfaction goals are reached.


What is a "Client Onboarding Process?"

The onboarding process sets the foundation for the ongoing relationship between the client and the vendor. It is the critical step where client and project information is collected for use throughout a project lifecycle and customer expectations are set appropriately. Stakeholders in the process may include members of the marketing, sales, customer success, operations, and finance teams.

Client Onboarding Form

client onboarding processThe process usually begins with an information form being completed either by the client or the vendor (or both). The gathered data may include:

  • Client point of contact
  • Additional client contacts information
  • Executive sponsors and stakeholders
  • Account setup details and requirements
  • Billing information
  • Contracts
  • Addresses
  • Project information (if it is project-based)

In some cases, the client onboarding form may be completed directly by the client in an online portal that walks them through the process and ensures relevant details and documents/files are collected. In other cases a staff member at the vendor may be completing the form, in which case, additional internal information may be captured up front, including:

  • Cost estimates
  • Hours estimates
  • Project type
  • Project group
  • Channel director
  • Product owner

Intake Routing

Depending on the complexity of the intake process and the size of the teams involved, there may be more to the routing of collected information than simple populating a CRM or ERP system. There may be additional reviews, intake forms, approvals, etc. that need to be deployed internally to ensure a smooth rollout.

Below is an example of one client onboarding process that is project-based. This organization is a large technology and management consulting firm that needed to streamline the project onboarding process for new clients while ensuring that all the proper steps were taken and accountable. Note the approvals and hand-offs have been automated to ensure compliant and consistent workflow.

example of client intake process routing

 

Interested in Automating Your Client Account Onboarding?

To ensure your process for onboarding new customers meets your organization's needs and delivers the level of customer satisfaction you expect to provide, the best approach is building a customized process. Integrify offers a completely scalable and customizable platform for building forms, processes, and portals for client intake or any other workflow needs you have.

We have a variety of resources to help you on your journey to an automated onboarding workflow. 

Automate Any Process

To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.

 


Get a Free Demo


Integrify is a leader in Workflow Management on G2

 

Experience Integrify by scheduling a
personalized live demonstration.

 

Get a Demo   Learn More

×

Copyright © 2019 Integrify All rights reserved.