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Client onboarding process is very important: This is how you make your new clients feel at home. It's essentially a big "Welcome!" sign that signals the beginning of a fruitful collaboration. But how do you onboard new clients?


We've created this helpful 6-point checklist for effective client onboarding that'll facilitate the process and make your agency a client onboarding pro. Feel free to click around these timecodes if you're interested in a particular step more than in others:

00:00 6-point checklist for client onboarding
00:58 The "getting to know you" phase
01:39 Wooing them with a unique welcome packet
02:37 Following KPIs
03:24 Keeping it focused with a project pipeline
04:05 Discussing with your team
04:26 Holding a kick-off meeting

These tried and tested tips on surveying your new clients, sending them an awesome welcome packet, setting KPIs, coming up with a project pipeline, designating a team of professionals, and organizing a productive kick-off meeting will help your agency perfect its client onboarding process. You'll also find out more about tools that'll help you automate the client onboarding process to a certain degree. The results will be fantastic: your new clients won't ever experience buyer's remorse. On the contrary, they'll feel happy to have picked your agency and will be optimistic about the future of your collaboration. And, as we know, the happiness of new clients equals agency growth, simple as that!


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