- Schedule a Meeting to Set Expectations and Answer Questions. If possible, hold a client onboarding meeting with a new client in-person. ...
- Review Roles and Responsibilities. ...
- Discuss Desired Outcomes. ...
- Anticipate Roadblocks and Plan Ahead. ...
- Ask for Feedback. ...
- Take Notes and Follow Up.
Why is the client onboarding process so important to an MSP?
You did it. An onboarding framework simplifies knowledge-sharing and sets expectations for both sides. ... Communication and customer experience, it's the foundation of a great client relationship.
What are the first steps in the client onboarding workflow?
Step 1: Identify the need. Step 2: Understand the goals. Step 3: Determine the value. Step 4: Create the options.
What makes a successful client onboarding?
A good onboarding process will: Keep your customers engaged. Helping them clearly understand and experience the value they'll get from your product will mean they start using it successfully, but more importantly, it'll give them a reason to log back in and use your product again and again. Improve trial conversions.