What is Client Onboarding?
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?
It may sound simple, but a lot of collaboration, communication, and transparency have to occur for this onboarding process to succeed.
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 come back 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 is beneficial for 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.
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Why GUIDEcx Client Onboarding Software?
4 Keys to Prepare for Successful Client Onboarding
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Project transparency and accurate delivery timelines help manage expectations so everyone feels like the smartest person in the room.
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GUIDEcx Is Leading The Client Onboarding Software Category
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