{"id":44473,"date":"2020-11-23T14:21:29","date_gmt":"2020-11-23T14:21:29","guid":{"rendered":"https:\/\/elementor.com\/blog\/?p=44473"},"modified":"2020-11-23T14:21:29","modified_gmt":"2020-11-23T14:21:29","slug":"client-onboarding","status":"publish","type":"post","link":"https:\/\/elementor.com\/blog\/client-onboarding\/","title":{"rendered":"How to Create a Successful Client Onboarding Process"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"44473\" class=\"elementor elementor-44473\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e9f3ed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e9f3ed\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-10547ab\" data-id=\"10547ab\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-957d933 elementor-widget elementor-widget-text-editor\" data-id=\"957d933\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The <a href=\"https:\/\/elementor.com\/blog\/start-web-design-business\/\" target=\"_blank\" rel=\"noopener\">web design business<\/a> isn\u2019t easy, and if you\u2019re struggling with customer turnover, you\u2019re not alone. About 34 percent of technology and <a href=\"https:\/\/elementor.com\/blog\/service-providers-templates\/\">service providers<\/a> name <a href=\"https:\/\/www.gartner.com\/smarterwithgartner\/increase-retention-with-a-customer-success-mindset\/\" target=\"_blank\" rel=\"noopener\">client retention<\/a> as one of their top challenges. Failure to focus on reducing your defection rate can undermine your profitability, which is why client relationships should begin with a solid onboarding process.<\/p><p>As a web creator, providing a positive onboarding experience is key to nurturing long-term partnerships with your clients. It enables you to manage how your customers engage with you and your team from the moment they\u2019re converted. Ultimately, this can help you reduce your churn rates.\u00a0<\/p><p>In this article, we\u2019ll discuss what client onboarding entails and why it is important for the success of your web design projects. Then we\u2019ll take a look at the steps involved in the form of a handy checklist. Let\u2019s get to it!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ea0691 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"2ea0691\" data-element_type=\"widget\" data-gac=\"CTA_Elements\" data-gaa=\"Link\" data-gal=\"Position_Text_CTA\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/elementor.com\/blog\/client-expectations\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Meet and Exceed Client Expectations for a Better Onboarding Process<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5e4217 elementor-widget elementor-widget-heading\" data-id=\"c5e4217\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What Is Client Onboarding in Web Design?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7810712 elementor-widget elementor-widget-text-editor\" data-id=\"7810712\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Client onboarding is the process of acclimating <a href=\"https:\/\/elementor.com\/blog\/find-web-design-work\/\" target=\"_blank\" rel=\"noopener\">new web design customers<\/a> to your business. During this stage, you\u2019ll typically inform them about your services and what to expect. You can also get them up to speed on your design process, and address any concerns they may have.<\/p><p>In short, the onboarding stage gives you a chance to establish and cultivate a relationship with new customers. It\u2019s an opportunity to create a solid first impression and put your best foot forward. During this process, not only can you make the client feel confident in your ability to actualize their vision of the web design project, but you can also ensure that you\u2019re a good fit for one another.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f435c47 elementor-widget elementor-widget-heading\" data-id=\"f435c47\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Is Client Onboarding Important in Web Design?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45c01db elementor-widget elementor-widget-text-editor\" data-id=\"45c01db\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A poor onboarding experience can result in a high churn rate, which refers to the frequency at which you lose existing customers. Your first 90 days with a new client are incredibly important for building a relationship and ensuring that they stick with you. Therefore, you\u2019ll want to do your best to use this period to establish a strong client relationship.<\/p><p>A solid and replicable process for onboarding your clients can increase your efficiency, and improve your chances of scaling your business successfully. For example, you could reduce the time spent determining whether new customers are a good fit by having everyone fill out a web design questionnaire from the start.<\/p><p>Client onboarding can also be used to establish web design project expectations for both parties. Discussing this can ensure that everyone is on the same page, and help to prevent <a href=\"https:\/\/elementor.com\/blog\/scope-creep\/\" target=\"_blank\" rel=\"noopener\">scope creep<\/a>.<\/p><p>Also, consider that about 84 percent of B2B folks <a href=\"https:\/\/www.edelman.com\/insights\/intellectual-property\/2016-edelman-trust-barometer\/\" target=\"_blank\" rel=\"noopener\">rely on referrals<\/a> when making buying decisions. Effective onboarding can result in happier clients, thereby increasing your chances of successful upsells and word-of-mouth referrals down the road. This creates a compelling case for ensuring that your onboarding stage is as beneficial and comprehensive as possible.<\/p><p>Finally, establishing a sound onboarding process can facilitate <a href=\"https:\/\/elementor.com\/blog\/podcast-58-jonathan-klinger\/\" target=\"_blank\" rel=\"noopener\">legal compliance<\/a> when it comes to signing on new clients. As we\u2019ve alluded to already, you want to make sure your procedures are replicable so you don\u2019t unintentionally leave out any important steps.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b78964 elementor-widget elementor-widget-heading\" data-id=\"5b78964\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Client Onboarding \u2014 an 8-Step Checklist<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4183004 elementor-widget elementor-widget-text-editor\" data-id=\"4183004\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The onboarding process begins as soon as a lead signs up to work with you on a web design project. One way to ensure replicability is to have a client onboarding checklist to reference. This sort of document outlines the most important steps for establishing a solid relationship with a new customer and can keep you from overlooking any necessary procedures.<\/p><p>The exact steps involved in your client onboarding process will depend on your specific business. While the following checklist items can be applied in a number of use cases, it\u2019s important to realize that they can and should be fluid. In other words, feel free to iterate and change things up to fit your unique client needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fed69ad elementor-widget elementor-widget-heading\" data-id=\"fed69ad\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Create a Website Design Questionnaire\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-707a99d elementor-widget elementor-widget-text-editor\" data-id=\"707a99d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>First, you want to create a <a href=\"https:\/\/elementor.com\/blog\/website-design-questionnaire\/\" target=\"_blank\" rel=\"noopener\">web design questionnaire<\/a>. This can be an effective way to obtain information regarding the client&#8217;s target audience, project objective, company mission and values, and overall needs and requirements. Gathering this information upfront can reduce the time spent on deciding whether the customer is a good fit.<\/p><p>To create and manage client questionnaires, you can use a tool such as <a href=\"https:\/\/www.typeform.com\/\" target=\"_blank\" rel=\"noopener\">Typeform<\/a>, online software used to create dynamic forms and surveys based on user needs. You can create new forms from scratch or use existing templates:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c8fee73 elementor-widget elementor-widget-image\" data-id=\"c8fee73\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=800,h=450\/blog\/wp-content\/uploads\/2020\/11\/image2-1-1024x576.png\" class=\"attachment-large size-large wp-image-44475\" alt=\"\" srcset=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1024\/blog\/wp-content\/uploads\/2020\/11\/image2-1-1024x576.png 1024w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=300\/blog\/wp-content\/uploads\/2020\/11\/image2-1-300x169.png 300w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=768\/blog\/wp-content\/uploads\/2020\/11\/image2-1-768x432.png 768w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1536\/blog\/wp-content\/uploads\/2020\/11\/image2-1-1536x864.png 1536w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1920\/blog\/wp-content\/uploads\/2020\/11\/image2-1.png 1920w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-002568f elementor-widget elementor-widget-text-editor\" data-id=\"002568f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">You can also download Elementor\u2019s <\/span><a href=\"https:\/\/elementor.com\/blog\/website-design-questionnaire\/\"><span style=\"font-weight: 400\">free web design questionnaire<\/span> template<\/a><span style=\"font-weight: 400\">.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2de2b3d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2de2b3d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a9cef68\" data-id=\"a9cef68\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fb130af elementor-align-center elementor-widget elementor-widget-button\" data-id=\"fb130af\" data-element_type=\"widget\" data-gac=\"CTA_Elements\" data-gaa=\"Button\" data-gal=\"Position_Download_Template\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/elementor.com\/blog\/wp-content\/uploads\/sites\/9\/2020\/10\/Website-Design-Questionnaire.pdf\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download Free PDF Template<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e4f6216\" data-id=\"e4f6216\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fc31cfc elementor-align-center elementor-widget elementor-widget-button\" data-id=\"fc31cfc\" data-element_type=\"widget\" data-gac=\"CTA_Elements\" data-gaa=\"Button\" data-gal=\"Position_Use_Template\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/docs.google.com\/document\/d\/1FfW-nIGIDM9_WBUcF9J17BX7fYUzfzoX9SVBbHt2ftw\/copy\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get Free Google Docs Template<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-91b9391 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"91b9391\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-70a41a3\" data-id=\"70a41a3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2e4f3f9 elementor-widget elementor-widget-text-editor\" data-id=\"2e4f3f9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Some questions to ask in your client questionnaire include:<\/p><ul><li>Do you want to build a new website or <a href=\"https:\/\/elementor.com\/blog\/website-redesign-guide\/\">redesign an existing one<\/a>?<\/li><li>What is your unique selling point?<\/li><li>What features does your website need to be successful?<\/li><li>Would you like us to provide ongoing support and maintenance?<\/li><li>What is your budget?<\/li><li>What is your ideal launch date for the website?<\/li><li>Do you have any existing style guides and guidelines?<\/li><\/ul><p>Asking well-crafted questions can help you nail down important details, and put together a design that\u2019s fully-tailored to the target audience. You\u2019ll also avoid building a website that fails to achieve the client\u2019s objectives.<\/p><p>You can even automate the sending of client questionnaires with a tool such as <a href=\"https:\/\/www.practiceignition.com\/\" target=\"_blank\" rel=\"noopener\">Practice Ignition<\/a>. You\u2019ll simply need to include a link to the form in the proposal acceptance email (assuming that you reached out with a <a href=\"https:\/\/elementor.com\/blog\/website-proposal\/\" target=\"_blank\" rel=\"noopener\">web design proposal<\/a>).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e09ae16 elementor-widget elementor-widget-heading\" data-id=\"e09ae16\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Make Sure to Sign a Contract\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae58fca elementor-widget elementor-widget-text-editor\" data-id=\"ae58fca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Next, you\u2019ll want to avoid starting the web design project until you\u2019ve <a href=\"https:\/\/elementor.com\/blog\/web-design-contract\/\" target=\"_blank\" rel=\"noopener\">signed a contract<\/a>. Without one, your client has no legal obligations to you, and this means they could potentially run away with your work and not pay you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67dff91 elementor-widget elementor-widget-image\" data-id=\"67dff91\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=800,h=450\/blog\/wp-content\/uploads\/2020\/11\/image1-2-1024x576.png\" class=\"attachment-large size-large wp-image-44476\" alt=\"\" srcset=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1024\/blog\/wp-content\/uploads\/2020\/11\/image1-2-1024x576.png 1024w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=300\/blog\/wp-content\/uploads\/2020\/11\/image1-2-300x169.png 300w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=768\/blog\/wp-content\/uploads\/2020\/11\/image1-2-768x432.png 768w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1536\/blog\/wp-content\/uploads\/2020\/11\/image1-2-1536x864.png 1536w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1920\/blog\/wp-content\/uploads\/2020\/11\/image1-2.png 1920w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e1d162 elementor-widget elementor-widget-text-editor\" data-id=\"1e1d162\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A contract also protects you by compiling terms that both yourself and your client have agreed to. For example, you might include the scope of the project (what is or isn\u2019t within limits), the timeline, all expected deliverables, and even your intended work hours.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc447f6 elementor-widget elementor-widget-heading\" data-id=\"cc447f6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3. Assign the Client to a Team\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0de485 elementor-widget elementor-widget-text-editor\" data-id=\"c0de485\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once the contract is signed and you have all the required information to start the project, the next thing to do is assign the client to a team. The main point of contact should ideally have some common interests with the client, so they can build a strong working relationship.<\/p><p>You\u2019ll also want to discuss a few details with the team. For example, you might debrief them on:<\/p><ul><li>The project summary<\/li><li>The client\u2019s yardstick for measuring the success of the project<\/li><li>A rough timeline<\/li><li>Any extra information, assets, or resources required from the client to complete the project<\/li><li>Details from your research on the client<\/li><\/ul><p>Some of these details will already be included in the questionnaire or creative brief. Therefore, you may not need to spend a significant amount of time on each one.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12d52b7 elementor-widget elementor-widget-heading\" data-id=\"12d52b7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">4. Send a Welcome Email\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fab1f89 elementor-widget elementor-widget-text-editor\" data-id=\"fab1f89\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once you\u2019ve assigned a team to work directly with your client, it\u2019s time to schedule a kickoff call via email. This presents an opportunity to briefly introduce yourself and plan for the meeting. You\u2019ll also want to ask the client to select the times that are most convenient for them.<\/p><p>Tools such as <a href=\"https:\/\/calendly.com\/\" target=\"_blank\" rel=\"noopener\">Calendly<\/a> can be particularly useful for scheduling kickoff calls:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a4795e1 elementor-widget elementor-widget-image\" data-id=\"a4795e1\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=800,h=450\/blog\/wp-content\/uploads\/2020\/11\/image3-1-1024x576.png\" class=\"attachment-large size-large wp-image-44477\" alt=\"\" srcset=\"https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1024\/blog\/wp-content\/uploads\/2020\/11\/image3-1-1024x576.png 1024w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=300\/blog\/wp-content\/uploads\/2020\/11\/image3-1-300x169.png 300w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=768\/blog\/wp-content\/uploads\/2020\/11\/image3-1-768x432.png 768w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1536\/blog\/wp-content\/uploads\/2020\/11\/image3-1-1536x864.png 1536w, https:\/\/elementor.com\/cdn-cgi\/image\/f=auto,w=1920\/blog\/wp-content\/uploads\/2020\/11\/image3-1.png 1920w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e81ab60 elementor-widget elementor-widget-text-editor\" data-id=\"e81ab60\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Additionally, it might be helpful to introduce the team members who will be working on the project, even by simply listing out their names and roles in the email. You want to provide your client with enough information beforehand, so they aren\u2019t overwhelmed with information during the actual call. In the same vein, you\u2019ll also want to specify an agenda so they know what to expect.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4308db elementor-widget elementor-widget-heading\" data-id=\"b4308db\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">5. Hold a Productive Kickoff Call\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4491fca elementor-widget elementor-widget-text-editor\" data-id=\"4491fca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>When conducting the kickoff call, there are a few ways to make it a success. First, consider having the team member who converted the client lead the meeting. This ensures that there is at least one familiar face. You might also include the account manager and other top members of your creative team.<\/p><p>Additionally, it&#8217;s smart to review the client and their goals with your team right before the call. Doing this can bring everyone up to speed quickly, in case someone hasn&#8217;t had the time to do their research.<\/p><p>During the call, you can introduce the team and elaborate on each member\u2019s role in the project. You might also consider reviewing the client\u2019s answers from the onboarding questionnaire, to make sure nothing is left ambiguous and everyone is on the same page.<\/p><p>Finally, you\u2019ll want to explain the immediate next steps for the project. This may involve creating a <a href=\"https:\/\/elementor.com\/blog\/podcast-25-john-jantsch\/\" target=\"_blank\" rel=\"noopener\">strategic marketing plan<\/a>. You could start with an analysis of their strengths and weaknesses, as a way to help them identify opportunities that can help them better reach their goals and side-step obstacles.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4eb52a1 elementor-widget elementor-widget-heading\" data-id=\"4eb52a1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">6. Provide a Welcome Package\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7028815 elementor-widget elementor-widget-text-editor\" data-id=\"7028815\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>After the call, consider sending the client a welcome package. Not only is this an opportunity to educate them, but it can also help reinforce their decision to work with you. Your package can be digital or physical.<\/p><p>Some ideas include:<\/p><ul><li><strong>A business cheat sheet,<\/strong> which is a document your client can reference for information on your business. It could include details such as location, phone numbers, emergency contact information, business hours, and more.<\/li><li><strong>Documentation<\/strong> on how the client can get the most of the project<strong>.<\/strong> For example, you might include some information teaching them how to provide constructive and specific feedback.<\/li><li><strong>Case studies<\/strong> on how you provided value and delivered outstanding results for companies in the past.<\/li><li><strong>A welcome video<\/strong> to get your client fired up about working with your team.<\/li><li><strong>A handwritten welcome letter<\/strong> created using a service such as <a href=\"https:\/\/www.handwrytten.com\/\" target=\"_blank\" rel=\"noopener\">Handwrytten<\/a>.<\/li><li><strong>Branded merchandise<\/strong> such as shirts, stickers, or mugs.<\/li><\/ul><p>You don\u2019t need to splurge unnecessarily. As we already mentioned, you just want to provide something with some value to reinforce their decision to work with you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c6b1aa0 elementor-widget elementor-widget-heading\" data-id=\"c6b1aa0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">7. Schedule Monthly Checkup Calls\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21c83f4 elementor-widget elementor-widget-text-editor\" data-id=\"21c83f4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The seventh step on our list involves staying in touch with your client. Doing so is a lot easier if you\u2019re able to schedule monthly calls with them to ensure that they\u2019re satisfied with the progress of the project.<\/p><p>This also gives you the opportunity to address any growing concerns. For example, if any friction has developed between the client and your team, it\u2019s smart to tackle those kinds of issues immediately.<\/p><p>Catching mistakes as early as possible can also reduce the possibility of churn. Plus, these checkup calls give you the chance to remind clients about information or documents that they\u2019ve been slow to provide.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e37e382 elementor-widget elementor-widget-heading\" data-id=\"e37e382\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">8. Iterate and Refine as Needed\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-220e812 elementor-widget elementor-widget-text-editor\" data-id=\"220e812\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Possibly the most important step on this list is making sure you\u2019re constantly iterating on your onboarding process. No single checklist can apply to every client. Therefore, it\u2019s smart to continually measure its effectiveness, as well as solicit feedback.<\/p><p>For instance, you could ask the client to evaluate your process after they\u2019ve been fully onboarded. Were there questions they found inappropriate, irrelevant, or difficult to answer in the questionnaire? Did they appreciate the welcome package you provided?<\/p><p>If there are any assets you\u2019re still waiting on the client to provide, ascertain if there might be a better way to acquire these resources earlier and more easily. Additionally, in the case of existing friction between the client and members of your team, you\u2019ll want to liaise with the latter to discuss how matters can be better handled in the future.<\/p><p>Finally, to take things further, you might want to consider <a href=\"https:\/\/elementor.com\/blog\/webinar-paul-jarvis\/\" target=\"_blank\" rel=\"noopener\">streamlining the process<\/a> of onboarding as much as possible. This can reduce the time you spend on this stage, and free up your mental resources for the more creative tasks.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11bba0c elementor-widget elementor-widget-heading\" data-id=\"11bba0c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Create a Solid Onboarding Process for Your Web Design Clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-528cbe5 elementor-widget elementor-widget-text-editor\" data-id=\"528cbe5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A strong onboarding process is crucial for retaining clients. From start to end, this gives you a chance to let your customers know they can trust in your ability to assist them with reaching their goals. Not only can this potentially increase your profitability, but it can also win you their loyalty and word-of-mouth advocacy.<\/p><p>In this article, we discussed an eight-step plan for onboarding your clients effectively. This includes creating a web design questionnaire, making sure to sign a contract, holding a productive kickoff call, providing a welcome package, and more.<\/p><p>Do you have any questions about the client onboarding process in web design? Let us know in the comments section below!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Providing a positive onboarding experience for your clients is vital to client retention. Learn what client onboarding is and how to use it.<\/p>\n","protected":false},"author":53499,"featured_media":44704,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[39],"tags":[79],"marketing_persona":[47,51],"marketing_intent":[48],"class_list":["post-44473","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-build"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a Successful Client Onboarding Process (Free Template)<\/title>\n<meta name=\"description\" content=\"Providing a positive onboarding experience for your clients is vital to client retention. 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