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  • Writer's pictureSJPK

Save Time and Improve Client Onboarding: 8 Automation Tips

Updated: May 15, 2023

New client onboarding is a crucial step in building a strong and lasting relationship with clients. It sets the tone for the rest of the working relationship, and a good onboarding experience can result in increased client satisfaction, retention, and referrals. However, onboarding can also be a time-consuming process for businesses. Fortunately, automation can help streamline the onboarding process, saving time and improving client experience.


Here are our 8 automation tips for new client onboarding tasks that will save you at least 10 hours a week!

1. Automating Client Folder Creation

Automating client folders is an excellent way to save time during the client onboarding process. By setting up a folder structure that works for your business, you can easily organize and access client information.

In addition to saving time, automating client folders can also improve the consistency and accuracy of your client onboarding process. By having a standardized folder structure, you can ensure that all necessary documents and information are collected and stored in the same place for each client. This makes it easier to find and access information when you need it, and reduces the likelihood of errors or omissions. Plus, having a consistent process can help create a more professional and reliable image for your business.

2. Drip Step-by-Step Onboarding Information

Automating the onboarding process with a step-by-step email series can help new clients feel supported and informed from the very beginning, but not overwhelmed with too much to do at once. The key is to provide relevant information at each stage of the process, taking into account the client's time challenges and expectations.

Start by creating a comprehensive onboarding checklist that includes all the necessary steps for a smooth onboarding process. Use this checklist to create a series of automated emails that provide step-by-step requests to clients as they progress through the onboarding process.

Consider including links to relevant resources or video tutorials, as well as contact information for your team in case they need additional support.

3. Automating Project Management

Automating project management can help save time and increase productivity in onboarding clients. Project management tools like Asana, Trello, and ClickUp offer features such as task lists, deadlines, and progress tracking that can help you manage onboarding tasks effectively.

With project management software, you can automate the creation of onboarding checklists for new clients, ensuring that all necessary tasks are completed in a timely and efficient manner. This can help reduce the workload for your team, allowing them to focus on more important tasks such as client communication and relationship building.

In addition, project management software allows you to delegate tasks to team members and track progress in real-time. This can help ensure that everyone is on the same page and that deadlines are met. By automating project management tasks, you can save time, increase efficiency, and provide a better client onboarding experience overall.

4. Automating Subscriptions

Automating subscriptions is an excellent way to streamline the payment process for retainer work or offering payment plans for project work. By automating the subscription process with a payment processor tool like Stripe, you can create a predictable revenue stream, which is essential for any business.

5. Automated Check-In Surveys

Automated check-in surveys are a great way to gauge the success of your onboarding process and gather feedback from your new clients. By automating the survey process, you can ensure that every new client is given the opportunity to provide feedback at an early time interval so that you can quickly identify areas for improvement. The feedback you receive can help you fine-tune your onboarding process and improve the overall experience for new clients.

6. Automated Google Reviews

Online reviews are a powerful tool for businesses, as they can significantly impact a company's reputation and builds trust. In today's digital age, potential clients often look to online reviews as a way to assess the credibility and quality of a business before making a purchase or signing a contract. Automating the process of requesting Google reviews from new clients after a period of time can help increase your online presence and generate positive reviews. By using an automated system, you can ensure that all new clients are asked to provide feedback, increasing the likelihood of receiving more reviews.

7. Use Chatbots for Repetitive Q&A

Using chatbots can be an effective way to provide immediate support and assistance to new clients. By automating common Q&A processes, you can help reduce the workload for your team, while still providing high-quality customer service. With the use of chatbots, you can also ensure that your clients receive prompt responses to their inquiries, which can lead to increased satisfaction and loyalty.

8. Automate Video Tutorials

Automating video tutorials can be an effective way to enhance your onboarding process and improve the overall client experience. Video tutorials can provide clients with a more interactive and engaging way of learning about your services, and can be accessed at any time, which makes them incredibly convenient for clients.

In conclusion, new client onboarding is an essential part of building a successful business, but it can also be time-consuming. By implementing these 8 automation tips, you can streamline the onboarding process, save time, and improve client experience.

If you don’t have the right tools in your business to automate these aspects for you, reach out or book a demo for System King Pixel and we’ll show you just how easy it can be.


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