How to Track the Client Onboarding Process with Templates

By Peter Ord
Jan 4, 2022
How to Track the Client Onboarding Process with Templates

Templates have been the new way to simplify and better track the client onboarding process. Whether you’re looking for them online or making your own, here are some important things you should know.


Templates Should Be Chronological

This may seem obvious, but you should have your onboarding process planned out from A to Z. If you’re looking for a template elsewhere or creating your own, this is essential and thankfully, common.

How do you want to guide your customer through the next steps? At which points should you check in? Start with a basic walkthrough of the onboarding process as you can adjust it later. 


Identify a Pattern

The great thing about templates is they can help identify bottlenecks. Where is the process slowing down? Is it always at the same task or milestone? If it is, then perhaps that task or milestone needs to be adjusted for future customers. 

This can also help you decide what to invest in next. For instance, is it the manual communication that’s slowing down the implementation process? Then invest in automated notifications and email reminders. 

Updating your templates helps keep your onboarding process healthy. 


Templates Should Change Depending on the Customer

Whether you have a small-business customer or an enterprise customer, you want to make sure the onboarding process fits their needs. 

Enterprise companies may require more internal support to aid the amount of customers that are a part of the implementation process. This can affect your onboarding template because you may want to add more checkpoints into the process to make sure everyone’s on-board. 

Small-business customers may need more technical support, so your template should reflect this as well. 

Even if you can anticipate their needs, with every individual customer, you should adjust your process for them. 


A/B Test Your Templates

A/B testing is when you have two very similar templates but there’s one key difference. When you go through a few rounds with these templates, you can then compare which one had better results.

This is a game-changing technique for optimizing the best results for your templates. When you A/B test, you can not only track the client onboarding, but also better outline the process. 


Any questions about how to use templates? Reach out to us in the chat bubble. Read more blogs about client onboarding here

Peter Ord


Recent Articles

GUIDEcx is Now Available on the Salesforce AppExchange

We are proud to announce that GUIDEcx is now available on the Salesforce AppExchange. GUIDEcx subscribers can enjoy increased confidence in the quality and security of the managed package, higher visibility before installing and automatic updates within the Salesforce...

Is it Time to Redesign Your Client Onboarding Process? How to Know

You never get a second chance to make a first impression.  The customer onboarding process is the first impression that starts the path toward success or failure. Successful client onboarding will drive customer retention rates, shorten the time it takes the customer...