Steps for Client Onboarding

Hey there! Thanks for stopping by the Business Discussion Board. Today I'm sharing an article from the Firm of the Future site that goes over a few onboarding steps for new clients. This article focuses on prospective clients for your accounting and advisory firms specifically. Let's take a closer look...

Listening to what the client needs is key
"The goal of this meeting is to ask questions and listen." "For example, if the client mentioned wanting to talk about retirement or succession planning, the sales team will bring in team members from those areas to address questions."

"The next step is the proposal meeting, the perfect time to present services, pricing, a timeline, the recommended tech stack, and share information about the onboarding process, including who the onboarding team members are and their specific roles."

Technology and converting to the QuickBooks ecosystem
"Consistency is the key to success and efficiency. If you go by memory, something will get left out and you’ll risk an unhappy client. If a client wants payroll set up, we have steps that are managed and checked off by our onboarding project leader—and the same goes for other software. If a new issue arises, we update our processes to avoid issues in the future. Processes change as software changes, so keeping these steps current is very important."

Ensuring success
"My goal is to ensure we are delivering what the client asked for in that first sales meeting. Once it is good, we will hand it over to our ongoing team, where I know they get the best service."

The full article linked above offers even more details about the onboarding process. I invite you to check it out if this is something your company will be doing in the future. As always, the comment section is open for discussion. Take care!