When onboarding a new client is a mess.
You just won the work. Now come the forms, follow-ups and handoffs. It's your client's first real experience of you, and it often feels like chaos.
How you know it's time.
- Clients get asked for the same thing twice.
- Teams learn about new clients late.
- Each account manager does it differently.
- Delays push back the first invoice.
It isn't anyone's fault.
Onboarding crosses sales, operations, finance and delivery, so no single team owns it. It grows by accident, one checklist and email template at a time.
What the work looks like.
-
Write down one process
We map the steps, owners and documents across every team.
-
Give clients one place
A simple portal shows what's needed and how far along they are.
-
Trigger the next step
A signed agreement sets up accounts and notifies each team.
-
Follow up automatically
Reminders go out on time, and stalled accounts get flagged.
Common questions.
Our onboarding differs by client. Does that matter?
That's common. We build in the variations, so each client sees only the steps that apply.
Do clients have to learn something new?
We keep it simple: a secure link and a clear list, with no training needed.
Does this sound like your team?
Tell us what's going on. A few sentences is plenty.