Streamlining Client Onboarding with Cloud-Based Workflows
Over 90% of customers think that companies could do better when it comes to onboarding new customers.
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For many accounting professionals, client onboarding can feel like a time-sucking administrative burden—one that is inconsistent, unwelcoming, and unprofessional every time a new client walks in your (virtual) door.
But what if it didn’t suck?
How would you feel if onboarding wasn’t a bottleneck?
How would you feel if it were one of your most seamless processes?
How would you shiny new clients feel if you welcomed them calmly?
That’s the magic of solid cloud-based apps, systems and workflows. You don’t need an enterprise budget or a convoluted set of tools. With a few well-designed systems in place—and the right technology—you can build a scalable, repeatable onboarding process that saves time, improves the client experience, and positions your firm as modern and professional from day one.
Onboarding Matters More Than You Think
Client onboarding isn’t just about collecting information, documents and signatures—it sets the tone for the entire relationship. It’s your first opportunity to demonstrate how you work, how organized you are, and how much you value the client’s time. This is your firm’s chance to shine.
A slow or clunky onboarding experience that involves printing PDFs, back-and-forth emails, and requesting missing documents (again…) can shake client confidence before you’ve even delivered your first piece of advice.
74% of potential customers will switch to a competitor if the onboarding process is too complicated.
On the flip side, a streamlined onboarding experience shows clients that you run an efficient, well-structured firm. It makes them feel like they’re in good hands.
50% of customers are more likely to remain loyal to a company with an effective onboarding process.
Kellie :-}
I sell onboarding workflow and communication templates. Why start from scratch when I have created a seven-step system for you?
