The Onboarding Process begins as soon as your customer has accepted their quote, signed a contract, or made a payment on their invoice. Think of this as your follow-up process. Now that your customer has committed to working with you, you don’t want to drop off the face of the earth.

Everyone’s Onboarding Process is going to be different, but the main goal is the same. The Onboarding Process establishes your business as knowledgeable and professional by letting your Client know what to expect next. You’ll also send short questionnaires via the workflow feature to eliminate random questions leading up to the completion of your service or project. 

To build the best Onboarding experience, think of your client’s needs. What do you need to know in order to fulfill your Service or Product successfully? What do they need to know to prepare? How many times do you want to contact them? 

Once you have the answers to those questions, and any others you may brainstorm, create a list of emails and questionnaires. These emails will guide your Client through your process and help you better understand their needs. This communication with your Clients before the Project or Service date creates an exceptional and rave-worthy experience. And in the end, you'll get more repeat business and referrals!

Want to help keep your clients even more organized? Use the Client Portal. The Client Portal eliminates the need to resend documents by giving your contacts one place to find all sent documents, events, and any of their personal information. 

The final process to automate your entire client experience is the Fulfillment Process! Those tasks you complete to prepare, execute, and deliver your product or service, is what encompasses the Fulfillment Process. Check out our Fulfillment Process overview article to reduce stress, stay organized, and make sure you know what to do and when to do it.


To learn more about setting up each of these features that comprise your Onboarding Process, click the buttons below. 

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Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST. 

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