3 Trends Guaranteed to Change Your Client Onboarding Process

By GuideCX
May 9, 2022

Recovering from the pandemic has been a unique challenge for organizations. We are anxious to get back to business as usual, but changes in work environments, industry and customer demands, and staff expectations across all industries have some project managers quickly discovering that old client onboarding processes, complete with in-person meetings followed up with regular phone calls, have been left behind. 

A recent poll found that 25 percent of all professional-level jobs in North America will be remote by the end of 2022. And if businesses aren’t fully remote, studies show that around 74 percent of US companies plan to implement a hybrid work model. 

“This change in working arrangements is impossible to overhype. As big as it is, it’s even bigger than people think,” says Marc Cenedella, CEO at Ladders, a career recruiting and advisory company. He considers remote work environments the most significant societal change in America since the end of World War II. 

“It’s a complete economic restructuring. It changes everything,” Cenedalla says. “Work consumes about half of our waking hours. So when you change where you’re working and how you’re working, it impacts your entire life.”

With such drastic changes in how people run their businesses, how do we attract new business?

Now widely considered permanent, the shift to collaborative, mobile, and asynchronous workplace strategies will absolutely impact your pre-pandemic client onboarding experience. If you haven’t implemented a new client onboarding system yet, these three project workflow innovations will convince you to reconsider. 

Asynchronous Work 

For some project managers, the time spent informing clients about project updates was rivaled only by finding an available meeting slot that worked for team members and stakeholders. And with a global workforce becoming more commonplace, synchronous work structures just aren’t feasible. 

“Companies are waking up to the current problems with distributed work and see the need for more flexible solutions,” says Kenzo Fong, founder and CEO of Rock. “For example, constant messaging from an app like Slack can cause anxiety for teammates in other time zones, when they receive pings throughout all hours of the night or even on weekends. Being on Zoom all the time leads to people having to join meetings late at night or early in the morning.” 

A system that supports asynchronous communication is an effective and efficient solution to keep your project on track, stakeholders informed, tasks updated, and day-to-day monitoring streamlined. Best of all, it ensures your valuable time is focused on moving toward a completed project.

Collaboration

An Accenture study found that 83 percent of companies believe team collaboration on new projects is good or even better than the prepandemic work environment where staff worked in the office full time. 

As popular business concepts pick up speed, at times, leadership needs guidance on keeping up with the demands. For instance, polls show that 68 percent of business executives plan to implement a hybrid work model, but they admit their organization lacks a detailed plan.  

With numerous companies exploring remote or hybrid staff options, the new rules for successful collaboration among teams and departments need a system with a single automated source of truth, equipped with tracking capabilities that monitor and organize team member tasks, project updates, real-time task status, budget, deadlines, and more. 

Seamless Mobile Access

The new business climate gives new meaning to “office hours.” Studies estimate more than 4 million people work from home at least half of the time. 

Whether you’re managing a remote team or working with a new client who spends equal time on the go as they do at a desk, mobile capabilities are essential for effective onboarding

The advantage of a mobile-accessible system is that while your project managers can’t be available 24/7, information on updates, budget, task timelines, assignments, etc. can be easily accessed at any time and from anywhere. And managing project information on one system ensures the information is accurate and secure. 

It’s exciting to watch the future of work evolve with employee-centric strategies that streamline workflow while supporting productive collaboration and customer-centric solutions that make it easier than ever for new clients to enjoy the convenience and see the value in automated project management processes.  

But is your client onboarding system up to the task? 

Let’s talk about ways your organization can leverage your sales and customer success teams with technology that aligns with new business processes that ensure impressive results. Sign up for a free, no-obligation trial here

Recent Articles

Onboarding vs. Implementation: What’s the Difference?

Onboarding vs. Implementation: What’s the Difference?

Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

An In-depth Look at GuideCX’s Resource Management Feature

An In-depth Look at GuideCX’s Resource Management Feature

For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...