Useful Apps to Improve Your Client Onboarding Process

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How to make every customer feel like a VIP? Providing a pleasant customer experience starts with a defined client onboarding process. 

A structured customer onboarding process is valuable to your business' overall framework. It can literally make or break a business. Besides increasing revenues, deepening client relationships, and boosting promotions, a defined onboarding process provides an on-brand experience that can lead to a long-term customer base. 

The Importance of Customer Onboarding

Sets the Tone for an Ongoing Relationship

One of the most important benefits of a defined customer onboarding process is it sets the tone for an ongoing, mutually-beneficial relationship between your clients and your business. When a client feels well taken care of and that the project is being handled properly, it gives the impression of professionalism. And people are inclined to trust a brand that values customer relationships. 

Maintain Customer Engagement

A defined business process gives clients a taste of your product's value. It also works as a guide so they can use your product successfully, leaving them wanting more. This leads to higher engagement because it gives clients a reason to return to your website, use the product/service, or explore other products to complement what they bought from you. 

Consistent On-Brand Experience

A consistent on-brand experience is a crucial part of providing better customer service. It sets your business apart from others and gives the impression of professionalism and trustworthiness.

For example, if you're growing a membership site, customers are more likely to sign up and pay for your services if they see how well-planned the onboarding strategy is. They'll know what to expect from your business, seeing how professional you are in handling every phase of the project. 

Why Use Customer Onboarding Apps

Technology will help streamline your onboarding process and save you time. Here are just a few of the many reasons why you should use onboarding apps: 

Adds value to your product or service

With the right tools, you can train clients to use your product correctly, boosting product adoption. Certain apps can make clients use more of the product or service they bought from you, which adds more value to your business.

Reduce customer support costs

Automating specific tasks and using onboarding tools helps you save money on customer service. You're not manually sending every email or answering concerns or frequently asked questions. Onboarding tasks can be done on autopilot so you can focus on other areas of the business without being bogged down by repetitive tasks. 

Opportunities to upsell or cross-sell

Certain tools allow you to add more products to sell, complementing the product your client bought. This increases the chances of a successful upsell or cross-sell, leading to more revenues. 

Simplify your onboarding process

A complex onboarding process can put off clients. Thankfully, technology helps simplify an existing onboarding process, which can improve outcomes, enhance efficiency, and increase customer satisfaction. 

Improve Your Onboarding Process with These Apps

Flodesk

This nifty email marketing platform enables entrepreneurs and content creators to develop on-brand email content, opt-in forms, checkout pages, and automate email marketing. It's a user-friendly and versatile premium tool perfect for small businesses with limited budgets. Just develop engaging copies for the emails (welcome email, walkthroughs, etc.) and use Flodesk as a part of your onboarding process. 

Kajabi

If you have a membership site or offer coaching services, Kajabi makes a terrific onboarding tool. The platform is easy to set up and user-friendly. Many tools will simplify your client onboarding process, such as viewing every customer channel, monitoring project status, creating new or editing client profiles, and uploading content to share with clients. 

Slack

This communication tool lets you get in touch with your clients, share content, and even develop an online community. Slack enables you to have complete visibility and insights into every project. It also comes with a workflow builder, which automates routine functions and customises workflows for every client.

Dropbox

You can use Dropbox to upload and share all types of files, including templatised documents, checklists, training videos, walkthrough videos, worksheets, and so much more. You can also use DropBox to present documents for clients to sign, organise documents and pieces of content on every project, and add resources to help your clients understand more about your services. Dropbox also offers templates for automation to make client onboarding easier and faster.

Canva

Canva is a photo editing tool that lets you create various on-brand visual content. With beautiful visuals, you can provide every client with a consistent, on-brand experience. Use it to create and edit brand templates, develop supporting visuals to improve the onboarding process, create guidelines or other service-specific procedures, and an onboarding checklist. All Canva templates are customisable and flexible. 

Loom

Loom is a video messaging and screen recording tool that can be used for onboarding clients in a project. You can use this tool to record and share your screen, create a walkthrough video to onboard clients, show demos, develop workspaces for individual clients to entire teams, and create a knowledge base for resources. Like most onboarding tools on this list, Loom is easy to use, and setup only takes a few minutes. 

Vimeo

Video is a video-sharing and hosting service. You can use this as an onboarding tool for creating and sharing training videos, walkthrough videos, welcome videos, and other video-specific tasks. Vimeo comes with advanced statistics monitoring, so you'll know what videos are popular among clients and plan the next phase of your business. 

When it comes to onboarding a client, the experience is something that all clients will remember most of all. It's not just about making every client feel like a VIP; it's about providing a meaningful connection to turn clients into loyal customers. 

Tailoring solutions to every client makes them feel heard and understood, especially if you're using an automated tool to complete specific tasks. A more personalised interaction with clients can lead to long-term commitment. With these tools, you can simplify your onboarding process, present the value of your business, and manage every project efficiently.

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