How to onboard new customers
When you run a business, it is important that you get to Know your Customer so that you can market to them directly as well as onboard them into your business successfully. Depending on the type of business that you operate, there may be specific needs that you have to onboard clients. This is common in financial institutions and legal professions where software like that offered by w2globaldata may be needed.
If you are looking for ways to onboard clients successfully, you should take a look at some of the options below.
Contracts – when signing new clients, it is important that you have contracts signed by your clients if you are providing services to them. In the cases of legal or financial professions, these contracts will be signed before work commences. You can use a number of different types of software to have these contracts digitally signed, and in the cases of the software mentioned above, it can provide an audit trail of what has occurred with each of the documents.
Invoicing – another key part of the onboarding process is to set your client up on your invoicing platform. This may be a process that is fulfilled by a finance manager or bookkeeper. Once they are set up on your chosen invoicing platform, you will be able to issue invoices to clients as required.
Terms and conditions – as a part of asking your client to sign contracts you should also ensure that they are given access to your terms and conditions of business. These could be added to the back of your contracts or sent over separately.