If time means money, where are you spending your time? More importantly, where are you spending your client’s time?
Your client trusts you to optimize their valuable time. That means every team member must do their part to keep the onboarding process on track. But how can you know for sure that your workflow process is running at its best? It starts with making sure that you have a strong team in place.
“Onboarding projects that include five or more people [from your company or your customer’s] finish on schedule 91% of the time,” explains Harris Clarke, VP of Operations at GuideCX. “Without all the right stakeholders included on your onboarding project, you could miss key information and expertise. That can create confusion and slow you down while you try to find the details you are missing.”
There are also three timesaving features that an automated client onboarding system provides:
- Automated updates and tracking
- A centralized platform
- Total project management transparency
These features provide trustworthy status updates and easy collaboration. Additionally, an automated onboarding system pinpoints any delays in task completion, so that you can ensure your team is using time efficiently. Here’s how:
When deadlines are tight and budgets are even tighter, one of the biggest advantages of automated client onboarding systems is real-time task tracking. To get an accurate overview of the true status of your onboarding process, you need a system that quickly updates tasks and displays that information with other users.
With real-time tracking, the project manager can have complete monitoring over the time spent performing certain tasks. Should a delay occur, it’s easy to scan the timelines to uncover log jams in task fulfillment. Then, a project manager can determine if more team support or other resources are needed to expedite essential parts of the project.
It’s common for valuable information to get lost among email threads. Instead of hoping the client or the project manager was CC’d on the correct emails, move your project management to one platform that is accessible to the client as well as the team.
An easy-to-use platform means all team members and stakeholders with varying levels of computer literacy can access, update, offer feedback, and collaborate on one platform.
Because transparency matters
There are regulatory incentives for better transparency in business. But, really, it’s just a great way to do business. “Transparency will go a long way toward building trust — and growing your business,” says Jeff Kozloff, Forbes Technology Council Member.
When customers see the plan you have for working with them, they will understand the steps needed for achieving project goals, but you need that plan to begin. “Your onboarding software needs to be able to accurately forecast timelines for each phase, milestones, and the end date,” explains Peter Ord, founder and CEO at GuideCX. “This, in turn, encourages them to work with you every step of the way through onboarding.”
Before starting your next client onboarding project, use a system that optimizes your team’s strengths while exposing potential concerns, streamlines tasks with platform transparency, and saves your client valuable time with one platform. It ensures your time is well spent.
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