Who here has ever felt overwhelmed trying to onboard a new client? 🙋‍♀️ We’ve all been there, and the key to making this process smooth is a system that works like clockwork—without feeling robotic.

Today, we will share some tips that help us create a smooth and enjoyable client onboarding experience that you can try to make your clients excited to work with you.

1. Begin with a Warm Greeting:

First impressions last. Create a personalized, friendly welcome email. Avoid generic emails; make them feel like a true greeting. Outline what they can expect from the onboarding process and highlight the next steps. This helps lay the foundation for a productive and exciting partnership.

2. Provide Essential Resources:

Don’t keep your clients in the dark! Share immediately the important guides, tools, or documents they’ll need. Doing this reduces confusion and the need for follow-up questions like, “What’s next?” This way, you and your client can move forward confidently and without unnecessary back-and-forth. You’ll save both you and your client a lot of back-and-forth.

3. Keep Communication Clear and Simple

Lay it all out from the start. Ensure they know who to contact for what, how long things will take, and what you need from them. Timelines, key points of contact, and a clear breakdown of what to expect will make them feel in control and informed.

4. Make Scheduling a Breeze

Don’t waste time with endless emails trying to set up a meeting! Automated scheduling tools like Calendly can let clients pick a time that works for them, cutting out the back-and-forth and saving everyone time.

5. Stay on Top of Follow-Ups

Clients want to feel like you’ve got their back. Even if they’re automated, regular check-ins or reminders show you’re still present and actively working for them. This also helps keep the process moving smoothly.

6. Ask for Feedback

After the onboarding wraps up, don’t forget to ask for feedback. Not only does it show that you care about their experience, but it also helps you improve the process for future clients. Win-win!

7. Add a Personal Touch

While automation is great for efficiency, don’t forget to sprinkle in some personal interaction. A quick phone call or personalized email can make a big difference, letting clients know they’re not just another number in your system.

No more daunting onboarding process, more a welcoming, organized experience that sets the tone for a great client relationship.

Remember, onboarding isn’t just about paperwork—it’s the first real opportunity to show clients they’ve made the right choice by working with you!

"People will forget what you said, people will forget what you did, but people will never forget how you made them feel." – Maya Angelou