Client onboarding is similar to employee onboarding but has some key differences. Client onboarding is external, while employee onboarding is internal.
Here’s a graphic of the difference:
Client onboarding can also be referred to as customer onboarding. Basically, if Company A has a product they sell to Company B, client or customer onboarding is the training and education Company A provides to Company B on how to use that product or service. Pretty simple, right?
Why is Client Onboarding Important?
Remember Companies A and B from above? Let’s refer back to those two.
Client onboarding is important for Company A because when it’s done well, it helps them build trust and loyalty with their customers. It can help them grow as a company, reflecting their support. If their support to their clients is poor, the reputation of providing poor service will return to them.
For Company B, client onboarding helps them learn how to use the product or service to its fullest extent. This means there’s a greater chance of them becoming loyal customers.
Overall, client onboarding benefits both the sellers and buyers of a product or service. It’s an often overlooked process, and when buyers feel like they’re being ignored or forgotten about post-sale, there’s a much higher risk they’ll churn. Here’s some great info on the difference between B2B and B2C churn, why it occurs, and how to solve it.
4 Keys to Prepare for Successful Client Onboarding
Many companies focus on building successful sales teams, which is very important for new client acquisition. But you should put just as many resources into your onboarding and client success teams. They can focus on the customer’s current needs and help prevent churn.
Once your sales team closes a deal, perfect the sales-to-onboarding handoff. Then, you can turn your new client into a long-term, loyal customer. This will do much better instead of always generating new leads to stay afloat.
Onboarding doesn’t stop after you provide login credentials and a link to your knowledge base. However, some companies, unfortunately, believe that it does.
The client onboarding process is a chance for you to show them how your product can solve a problem for them. Your focus should be getting them to that “first win” quickly. That’s when they see the true value and want to continue using the product. To design an effective onboarding process to get your clients to that point, you need to know what those “first wins” are and how long it takes an average client to get there (the time-to-value, or TTV). Then, remove barriers and get them to that point as quickly as possible.
Automating what you can to take some of the workload off your team is important. Things you can automate with the right client onboarding software include:
Initial questionnaires or surveys
Task assignments (with templates)
Gathering and sending progress reports (for your team and your clients)
Every client will need something a little different during onboarding. Organize these things according to your customers’ needs rather than sending them an overwhelming list of attachments and links about your software. These items can include:
Articles on your features
Your knowledge base (help articles)
A list of contacts
Organizing these materials can help you tailor the resources to each client and provide them with manageable (and useful) information rather than leave them feeling overwhelmed or disillusioned because they can’t find what they’re looking for in your training.
As the saying goes, you never get a second chance to make a first impression, so onboarding is the time to create a lasting impression with clients that your software can and will meet their needs.
GUIDEcx Client Onboarding Features
Our platform includes powerful tools and features designed specifically to support customer onboarding.
Streamlined Workflows and Task Management
Our project management and task management tools offer multiple project views, including List View, Gantt View, and Board View.
These views allow you to visualize your project timeline, simplify project reviews, make adjustments, and gain insights into how project elements fit together. Dive into the details of your project using our Task View, where you can create task groups, assign participant tasks, and add task watchers for enhanced accountability.
Efficient Organization with Tags and Filters
GUIDEcx lets you stay organized and maintain oversight through our tags and filter features. Create custom tags for projects or tasks, which can be used to filter, organize, and bulk assign and edit items.
Additionally, save commonly used filters based on status, company, assignee, timeline, and more for quick navigation and easy oversight.
Manage Projects On-The-Go with Mobile App
GUIDEcx’s mobile app lets you stay connected and productive while on the go. Update project or task statuses, respond to customer notes, and easily upload attachments.
Enable push notifications to ensure you never miss important updates, keeping you informed and engaged with your project management responsibilities.
Don’t Take Our Word For It. Hear From Our Customers
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
GUIDEcx is Leading the Client Onboarding Software Category
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
By clicking “Accept,” you agree that we may also use functional and advertising cookies that enhance site navigation, analyze site usage, and assist in our marketing efforts. Choose “Decline” to disable functional and advertising cookies, or Read More to learn more. . Read MoreCookie settings REJECTACCEPT