Client Onboarding: How to Automate Onboarding (In 4 Steps) –

Client Onboarding: How to Automate Onboarding (In 4 Steps) - ManageWP

New clients are the lifeblood of your WordPress agency. However, client onboarding can be a time-consuming process that takes away from your more important work.

By adding automation to the mix, you can spend less time on administrative and onboarding busywork. This leaves you more space to focus on what really matters – wowing your new client.

In this article, we’ll show you how to automate the key stages of the crucial client onboarding process. Along the way, we’ll share tools that can help you create the best possible first impression. Let’s get started!

Why you might want to automate the client onboarding process

Every new client represents a major win for your WordPress agency. The onboarding process is vital for setting expectations and gathering all the information you need to successfully bring the client’s vision for their website to life. However, this can require a significant amount of work.

To make the best first impression, it’s important to complete the onboarding process as quickly and thoroughly as possible. You’ll also need to tackle this extra work while continuing to keep your existing customers happy, which can put your agency under a significant amount of pressure.

This is where automation comes in. By automating the most time-consuming parts of client onboarding, you can ensure this crucial stage in your new relationship runs smoothly and efficiently. All this also helps you create a great first impression and deliver the highest level of customer service from the very first interaction.

By setting a high standard and sticking to it, you can lay solid foundations for retaining customers over the long term. You’ll also be in a strong position to secure valuable upselling and cross-selling opportunities along the way.

How to save time by automating client onboarding (4 key tips)

Now that we’ve explored some of the benefits of automation, let’s look at how you can grow your business without growing your workload. Here are four simple ways to automate the client onboarding process and ensure you have enough time to deliver a five-star experience to your entire client base, both old and new.

1. Create a client intake form

You can automate the information-gathering stage of onboarding using a client intake form. This form ensures your staff has all the data they need to kickstart the development process:

There are several ways that you can use a client intake form. You might choose to publish the form on your customer-facing website. You can then use it to gather information from potential new leads. This ensures your team has lots of data to hand when they follow up with a possible new customer.

Alternatively, you might use your client intake form after the first contact. For example, you could add a simple contact us or request more information form to your website. After a client submits their information, your team can follow up with a more detailed form to gather details about



This article was written by Will Morris and originally published on ManageWP.

Disclosure: Some of the links in this post are "affiliate links." This means if you click on the link and purchase the product, We may receive an affiliate commission.

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