Clients and customers are the lifeblood of any business and it is important that they are treated well from the beginning of the journey they have with your business. Once a customer has decided to work with your business there needs to be an onboarding process. This is a process that is more detailed and important for service based businesses rather than product based businesses. It can be used for products but this is more likely for products that are purchased on a recurring basis such as subscription products.
In order to be able to effectively onboard your clients and customers you need to KNOW YOUR CUSTOMER and you can use software such as that from www.w2globaldata.com/regulatory-compliance-solutions-and-software/know-your-customer if you need to check their identity. You can onboard your clients through a number of different processes. Some of these may be automated processes such as having a customer sign up on your website and then issuing them with a number of emails that are sent automatically giving them access to important information.
There may also be elements of their onboarding that may be more manual such as issuing contracts and first invoices. These can still be sent from software that retains your contracts and processes your invoices and bookkeeping, but there will be some elements that require someone to manually input this information in the first place.
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