Client onboarding is the process of welcoming new clients into your business. It’s your opportunity to begin building a strong relationship, get the client up to speed, address any queries they have, and outline the strategy going forward.

Did you know?

"80% of a company’s future revenue will come from 20% of its current customers” 

  • Client onboarding is critical to ensure that you deliver a great first impression in order to keep your clients.

  • Professional services companies, technology companies, and financial institutions incorporate compliance as well as client-facing views into client onboarding.

One of the most obvious benefits of a successful client onboarding process is continued service from your client. When you lose a client, it means that all the time spent on marketing, developing the relationship, drafting proposals, and investing your time to meet with them has all gone to waste.

Examples:

  • Client PII if the client is an individual

  • Bank account details or credit card details

  • IDs and other PII of key stakeholders if your client is a company

  • Client terms/proposals

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