Bringing a new client onboard is the start of a new working relationship, and it’s important to get it started on the right foot. Having an onboarding process in place to streamline this beginning phase can save you time and also set expectations with your potential client. In this episode we discuss our process, and share advice for figuring out your own.
An onboarding process helps you figure out if the client will be a good fit. It sets expectations and gets the project off to a good, professional start.
To figure out your onboarding process, look at the interactions you’ve had with clients in the past and figure out which parts could be grouped together in a questionnaire or automated to save you time. Drawing diagrams is a great way to map out your process and refine it into as few steps as possible.
Always be open to improving your process. Look at where clients drop off and see what you could improve on, but remember that drop offs could just mean your onboarding is weeding out the wrong type of client.
00:00 – Intro & catch up
05:30 – Why attracting clients is better than finding them
07:20 – What is onboarding?
08:40 – Benefits of an onboarding process
13:00 – Femke’s onboarding process
17:15 – Questionnaires
22:40 – Budget talk
31:45 – What to do when the project is over
33:20 – How to put a process in place
36:30 – Clients dropping off during the process
