5 Ways to Automate Your Client Onboarding Process

On Jul 5, 2023

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Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and you set the tone for successful, long-lasting client relationships.

But nailing it isn’t always easy. With more than 90% of customers believing that companies could do better when it comes to onboarding, expectations have never been higher.

At the same time, providing a smooth and seamless onboarding process isn’t just about pleasing clients. It’s about organizational efficiency, too. As your business scales, you’ll need to find smarter, faster ways to onboard new clients.

By automating your client onboarding, you solve both of these problems. You offer a slick and seamless experience for your clients while saving time and money. In this article, I’ll highlight five ways you can achieve this.

1. Handling first contact and lead generation

Backing up a step, let’s look at some ways you can automate and streamline the processes leading up to client onboarding.

Before a client agrees to work with you, they’ll make first contact, usually via your website. They’ll likely have a few questions they need answering — and chances are, these are questions other prospects will ask as well.

Instead of spending countless hours answering FAQs, you can automate these initial interactions with an AI-powered chatbot. The bot can either answer questions directly or direct prospects to a self-service knowledge base.

At the same time, chatbots can capture lead data, ping it to your CRM and schedule automatic email follow-ups — all without you lifting a finger.

2. Gathering client information

Once a client has agreed to work with you, it’s time to collect all the information you need from them to do the job. This could include:

Basic details and contact information
Project details and goals
Timeframes
Budget

Businesses often resort to gathering information via email, spreadsheets or other shared docs. This can lead to key client info being scattered all over the place or lost altogether.

With the right form-building tool, you can quickly create and share digital forms that guide clients through the process step by step. The best tools allow you to add context to submissions via embedded video, text or attachments. They also allow you to send automated reminders for missing info.

If you choose a form-builder with a Zapier integration, you’ll be able to connect to all sorts of different tools and set up automated workflows. For example, once a form is completed, you can automatically trigger the following actions:

Add client information to your CRM
Create Slack notifications to inform your entire team
Send a “thank you” email to the client explaining the next steps

3. Scheduling meetings

Most aspects of client onboarding are ripe for automation, but it’s still a people-focused process. At some point, you’ll need to have a face-to-face meeting or video call with your new client.

There are plenty of ways you can streamline and enhance the process of scheduling meetings.

With a scheduling tool like Calendly or Coach Marketing Hub, which is my company, you can save tons of time spent in back-and-forth emails trying to find a suitable slot for a call. And by integrating your scheduling tool with Zoom or Teams, you can automatically create meetings once your client has picked a time slot.

4. Transcribing client meetings and calls

Video and phone calls are a great way to build solid professional relationships with your clients. But because they’re one-off events, you can’t go back and change what was said if you missed something.

Worse still, once the call is over, it can be difficult to remember what was said and what wasn’t. Without leveraging technology, all you can do is arrange time-consuming follow-up calls or risk making big mistakes.

This is where automated transcription tools come in handy. By transcribing your meetings, either in real-time or retrospectively, you have a record of what you discussed. You can then search the transcription for keywords or phrases.

Transcription tools are also great for refining your calls. You can go back and look at the way you communicated, the order you discussed key points and the way it was received by the client — and make improvements where necessary.

5. Managing proposals, contracts and signatures

Client onboarding involves many legal formalities. Although this might seem boring, it’s critical to set out and agree upon project scope, expectations and costs at this early stage.

Managing proposals and contracts manually can be an arduous, time-consuming…