The Most Common Things Your Client Onboarding Team Could Miss When Working Remotely

Any team that has ever tried to work across geographic locations or time zones knows that virtual collaboration is difficult. In recent weeks that challenge has grown exponentially for companies of all shapes and sizes, from small startups with 10 team members to huge corporations with hundreds of people, who are all suddenly remote employees because of the coronavirus quarantine measures. When your team suddenly goes from working together to being apart, it’s important that your client onboarding doesn’t suffer.

Make sure you have the right client onboarding software to avoid these gaps.



One of the biggest challenges with virtual collaboration is making sure that everyone is working on the same timeline so you don’t miss deadlines. With something as complex as client onboarding, that includes several moving parts, even one missed deadline can cause serious setbacks for the go-live date. Being able to work from the same platform—both clients and internal team members—means that everyone can see what’s due, what’s next, and what’s missing.


Dropped or Missed Tasks

If you don’t have a clear outline for all the tasks that are required in an onboarding process, some of the smaller items (or even big ones) could fall through the cracks. When you’re working together in the office that might not happen as much because you can remind each other when things are due or when something is missed. But when you’re all working apart and can only communicate through virtual chats, team message boards, and project management software, team members may miss something.



Reporting is an essential part of any onboarding process and gives everyone on the team, as well as your clients and their bosses, visibility to see what is going on. If someone on your team is manually compiling those reports and sending them, the task of gathering all the pertinent data to put into a report becomes monumentally challenging when everyone is spread out working from a home office.


How Your Client Onboarding Software Can Help

With GuideCX client onboarding software, you can avoid all the potential pitfalls of team members missing something during onboarding, even when everyone is working remotely. Intuitive tools help you stick to deadlines, avoids missed or dropped tasks with easy templates that automatically assign work to the right person, and seamless reporting that takes the manual work out of the process.

Find out why people who use GuideCX for client onboarding say that it’s the new standard in onboarding platforms. Schedule a demo today to see what it’s all about.

Harris Clarke