Client Onboarding 101 Best Practices on Flodesk

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No matter how big or small a business is, providing the best customer service gives a positive impression on clients. And first impressions last! Exceptional client experience can lead to a bigger, better business. 

When your business puts a premium on your offers, it's only fair to treat every client like a true VIP. Defining your onboarding process helps with that! One of the most useful tools for client onboarding is Flodesk. 

This digital marketing platform is designed for content creators who want to make the most out of their promotional campaigns. With Flodesk, you can create a smooth onboarding process that'll make every client feel like a VIP.

In this guide, we are dishing out tips to use Flodesk to onboard clients and what practices to keep in mind to make every onboarding process hassle-free for you and your clients:

How to Use Flodesk to Onboard Clients

Essentially, client onboarding is a process that formally brings a client into your business. It kicks off the project, which includes presenting documents that require signing, planning the project, and providing the deliverables. Client onboarding also helps set expectations, establish boundaries, and familiarise clients with whatever tools or apps they need to complete the project with your business.

Using Flodesk to onboard clients is very easy because everything is automated. All you have to do is set up the content for every onboarding phase, create a workflow on Flodesk, and that's it. Everything else will be handled by Flodesk as soon as a client has activated a trigger. 

With Flodesk, you can customise the workflow settings to stay on brand and provide design-centric content to match your aesthetics. Flodesk is incredibly affordable, so even if you work independently, you can make the most of this platform and enjoy amazing results.

To start with Flodesk, you must create a segment of your clients. This has to be done first because the segment connects with the workflow. You can add new clients as soon as they sign up for the contract with you. You can also use third-party apps like Zapier to integrate Flodesk into your onboarding process. 

Flodesk has two pre-made workflows -Nurture and Welcome – and you can use either. Don't forget to customise them to stay on brand. Then, select a trigger – this will activate the onboarding process in the segment you created. 

Add the copy for every automated email you want to include in the onboarding sequence and set the desired time. Add an action at the end of the onboarding sequence, then save the workflow. 

After creating the workflow, you must test the process to check if you've missed a step or added certain content. Once you're done with the testing, you are ready to start sending onboarding new clients. 

Customer Onboarding Best Practices

How to provide a seamless client onboarding experience? Here are some best practices to implement: 

Get to know your clients

Developing an ideal customer or buyer persona is one of the most effective ways to understand your target audience. By getting to know your ideal client, you'll gain a deeper understanding of the challenges your target audience face and the ideal solutions they are looking for. With this data, you can create a customised onboarding experience and get better results!

Define expectations

Setting clear expectations of your products or services minimises confusion and prepares clients for potential setbacks. If they come across a problem, they'll know exactly what to do and what to expect from you. During the onboarding process, reiterate the value of your offer but outline the qualifying factors for using the product or service. 

Provide value

1. Highlight the value of your product during the onboarding process for a renewed interest in your offer.
2. Be specific, and present examples of ways your offer addressed certain pain points.
3. Make your offer more valuable by providing extras like special training, a short video, or bonus documents to make the entire onboarding experience better for clients. 

Keep communication lines open

After sending the welcome email, continue sending helpful content to give your clients the impression that you're there, you're aware of whatever challenges they're going through, you have prepared a set of content that will resolve these pain points, and you are always available to help. Add in-app tutorials, guides, short training videos, how-to infographics, etc., which will further enhance the onboarding experience. 

Create a positive experience

Whatever process your business may have, always aim to provide a positive experience. Create customer-centric goals, and provide excellent customer service. Collect customer feedback, find and resolve friction points, find out what processes are working and not working, and most importantly, be on top of every project so your clients are well taken care of. There is always room for improvement, so find ways to make your business process, including your onboarding process, easy and hassle-free.

Client Onboarding Checklist

To deliver a superb onboarding process, you have to check the effectiveness of your process and define which steps are causing friction. Track the key metrics to determine what areas of your business process need improvement. Below is a checklist of the typical onboarding process: 

• Create copies for a welcome email to trigger the onboarding process
• Set a follow-up email that triggers a day or two of inactivity
• Create essential documents like invoices, invoice reminders, contracts, etc., and create a Flodesk workflow
• Create a greeting message complete with a CTA for the first step of the onboarding process
• Develop content that leads to every step of the onboarding process
• Create FAQs and update them regularly to answer common client questions
• Create alerts that will go off after a client hits a milestone

Grow your business by developing a well-planned onboarding process. Remember, onboarding doesn't start when a customer buys a product. It starts the first time a potential client contacts your business. Maximise every opportunity to provide the best customer service. Use the tips above to build a seamless onboarding process and achieve a positive customer experience.

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