What would client onboarding look like if it were easy?

Getting a new client feels like the hard part.

But then what?

Up until this point, you’ve talked about your skills, the types of projects you’ve worked on, the type of project the client wants and needs, but now it’s time to put your big plan into motion.

Client onboarding seems easy at first, but becomes more difficult as you get more clients.

First impressions last, so let’s start off on the right foot. Make sure you don’t miss a thing with this free onboarding checklist.

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Related automation recipes to onboard more customers

Trial Email Series

Automate a sales email series to go alongside a trial. You’ll send emails at certain intervals introducing the sales agent, offering assistance, demos, and to clear up any confusion or questions the trial user may have.

Membership Onboarding

Deliver your membership email series automatically to your contact. Once they submit the form on your landing page, they will be subscribed to the list you specify and start getting instruction immediately.

Follow Up After A Purchase

After a contact purchases a product from you, you can automate the follow up to increase satisfaction by helping a new customer gain as much value as possible from their purchase.

Ready to get started?

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What is the first step in the client onboarding process?

The true first step in the client onboarding process is the transition out of the sales conversation.

The sales conversation is where you’ll start to communicate how you work and how that helps the client be successful. Expectations and other critical steps are put into motion in the sales conversations and it should absolutely be considered the first step of client onboarding.

Remember though, the plan you start out with is not necessarily the plan you stick with. As projects progress, things might need to change based on the results you’re seeing or if your client wants to change direction. Find out what is (and isn’t) working and tweak your plan if need be.

What is the client onboarding process?

At this point, your pending client is no longer pending — they want to officially be your client!

But that doesn’t mean that you can just jump right into your first project with them. Plans need to be made so that the entire process of working together goes smoothly and the client gets their desired results.

The best way to make sure this happens is to have a client onboarding process, which is even better handled when you have a client onboarding checklist. The types of projects that you do for clients will each have unique timelines and project milestones that you and your client will need to agree on. A basic client onboarding checklist is necessary for any freelancer who wants to ensure a good customer experience.

The client onboarding process means welcoming new clients into your business, but it doesn’t end there.

You’ll also address their questions and concerns and ensure alignment across the entire engagement. Assuming your clients already know certain things or understand how you work best (even if you’ve reviewed it in the sales and proposal process already) is a mistake and can damage your relationship with them.

Get a free client onboarding checklist

There are a lot of steps to remember to go through for client onboarding – especially if you’re working with multiple clients at once.

More importantly — onboarding is where you show new clients what you can do. It’s your best opportunity to upsell them, and turn them into long-time customers.

That’s why a checklist is helpful. Ditch that nagging feeling of forgetting something important and keep track of each onboarding step required to maintain a productive client relationship.

This client onboarding checklist includes important steps to carry you through every phase of your client relationship.

Ready to get started?

Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.