Client Account Onboarding
The client account onboarding process is the critical first step in customer satisfaction
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.
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:
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.
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.
To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.
Copyright © 2019 Integrify All rights reserved.