Performing tasks with onboarding in mind

joNy147$

The onboarding stage is a rarely overlooked, but often underutilized part of the sales process. visual example of a customizable customer onboarding process The client onboarding process is simple, but it works. When you can hook clients, and build trust, you'll create a strong foundation for a future relationship with them. Without that strong foundation, your relationship will crumble. Okay, enough with the metaphors. It’s time to think about how to get your client relationships rolling. How to Onboard New Clients Pre-Onboarding Your sales reps should be setting expectations and . Here are a few steps to ensure success with the post-sale hand-off: Identify customer pains and solutions.

During the course of the sales qualification, your rep is determining if the Phone Number List prospect is a good fit for you and has a need for your services. They should also be getting crystal clear about the prospect’s pains and conveying to them how your product or service solves it. The last thing you want is to have miscommunication or lack of transparency after work commences. Define big-picture campaign goals. Your rep should also discuss the client’s big-picture ideas for your first campaign or project together. What do they want to achieve? What numbers do they want to impact? In this initial discussion, it’s important to gauge goals, expectations, and ideal outcomes for a project, and then discuss how you’ll work together to make them actionable and achievable.


In many cases, you’ll have to find a happy medium between what the client wants to achieve, what resources they have available, and what your team’s time and efforts will allow for. Agree on mutual deliverables. When crafting a proposal or service contract, the terms of the agreement should be clearly defined. The scope and the deliverables should be based on the client’s goals and what your company can realistically achieve. They should be spelled out for the client before work begins. Gather details. Point of contact. Budget. Timelines. These are all vital details to discuss and nail down early on in the collaboration process.