{"id":87612,"date":"2023-06-28T09:10:14","date_gmt":"2023-06-28T16:10:14","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=87612"},"modified":"2024-07-25T09:35:28","modified_gmt":"2024-07-25T16:35:28","slug":"client-onboarding-team","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-onboarding-team","title":{"rendered":"How to create a strong client onboarding team"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em><em>How to simplify processes for your client onboarding team and provide a&nbsp; friction-free client onboarding experience that works<\/em><\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1.jpg\" alt=\"a client onboarding team looks at a laptop.\" class=\"wp-image-87619\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1.jpg 2000w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>Client onboarding is crucial in establishing a successful relationship with any new client. It sets the foundation for smooth collaboration from the get-go, and if things go well at the start, chances are your relationship will flourish.&nbsp;<\/p>\n\n\n\n<p>The bigger your company, the more complex client onboarding can be. If you have an onboarding team, don\u2019t fret; here, I walk you through how to create a <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/avoid-poor-onboarding-experience\" target=\"_blank\" rel=\"noreferrer noopener\">client onboarding experience<\/a> that works for your burgeoning independent business.&nbsp;<\/p>\n\n\n\n<p>While <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding\" target=\"_blank\" rel=\"noreferrer noopener\">client onboarding<\/a> doesn\u2019t have to be complicated, it does have to be organized. This may take considerable time in preparation, but once you have an onboarding process established with your team, the hours you save in the long run will be immeasurable.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container ugb-9d9a6d8 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-9d9a6d8-wrapper.ugb-container__wrapper{background-color:#f4eae0 !important}.ugb-9d9a6d8-wrapper.ugb-container__wrapper:before{background-color:#f4eae0 !important}.ugb-9d9a6d8-content-wrapper > h1,.ugb-9d9a6d8-content-wrapper > h2,.ugb-9d9a6d8-content-wrapper > h3,.ugb-9d9a6d8-content-wrapper > h4,.ugb-9d9a6d8-content-wrapper > h5,.ugb-9d9a6d8-content-wrapper > h6{color:#222222}.ugb-9d9a6d8-content-wrapper > p,.ugb-9d9a6d8-content-wrapper > ol li,.ugb-9d9a6d8-content-wrapper > ul li{color:#222222}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-9d9a6d8-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-9d9a6d8-content-wrapper\">\n<h4 class=\"wp-block-heading\">\ud83d\udccd<strong>Explore more on client onboarding <\/strong><\/h4>\n\n\n\n<p><strong>Onboarding steps<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-client-onboarding\">What is client onboarding?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding-checklist\">Client onboarding checklist for small businesses<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\">How to create a client onboarding workflow that saves time<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Capturing information about new clients<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-background-questions\">8 client background questions to always ask<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/successful-client-kickoff-call\">How to conduct a successful client kickoff call<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Tools for onboarding<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding-questionnaire\">Client onboarding questionnaire tips and templates<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\">How to use a client welcome packet to onboard new clients<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-intake-form\">Client intake forms for small business<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/introduction-email-new-client\">How to write an introduction email to a new client<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<p><strong>Table of contents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#establish-team\">Step 1: Establish your client onboarding team<\/a><\/li>\n\n\n\n<li><a href=\"#materials\">Step 2: Create or identify the best templates and finalize onboarding materials<\/a><\/li>\n\n\n\n<li><a href=\"#checklist\">Step 3: Develop your initial onboarding checklist<\/a><\/li>\n\n\n\n<li><a href=\"#supplement\">Step 4: Supplement with processes or tools<\/a><\/li>\n\n\n\n<li><a href=\"#wrap-up\">Step 5: Wrap up with internal assignments<\/a><\/li>\n<\/ul>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"89161\" class=\"elementor elementor-89161\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"476\" height=\"534\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png\" class=\"attachment-medium_large size-medium_large wp-image-88442\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png 476w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner-267x300.png 267w\" sizes=\"(max-width: 476px) 100vw, 476px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Get the client onboarding questionnaire.<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9369481 e-con-full e-flex e-con e-child\" data-id=\"9369481\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a24f349 click-firstimpressions elementor-widget elementor-widget-text-editor\" data-id=\"a24f349\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p class=\"banner__body\">All the questions you should ask to ensure you have the information you need to start a project.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 click-client-onboarding elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download the questionnaire<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<a id=\"establish-team\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: Establish your client onboarding team<\/h2>\n\n\n\n<p>No matter where you\u2019re at in the growth of your company, it\u2019s tempting to want to involve many team members (or everyone, if a small company) during the onboarding phase.&nbsp;<\/p>\n\n\n\n<p>To keep the process accurate and efficient, you need to identify two to three team members to spearhead this process, with one team member being the primary driver. The others offer support, such as writing emails, populating client dashboards, etc. The remainder of the team can be brought in during the \u201cgetting to know our new client\u201d process as necessary.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Team member #1:<\/strong> Serves as the face of the brand and the primary relationship-builder from the beginning. This is likely a leader in your company or team and is the personality that has spearheaded the new business phase. It may also be you. Once the deal is made, this person will facilitate essential business operations, such as contract development and <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\">invoicing<\/a>.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Team member #2<\/strong>: Serves as lead client communicator, handling all the internal logistics and facilitating the back-and-forth between you (or the point person) and the client while setting up project management systems and flows behind the scenes.&nbsp;<\/li>\n\n\n\n<li><strong>Team member #3:<\/strong> Supports team members #1 and #2 with communications and organization on the back end. This person is delegated light administrative tasks to keep necessary things running smoothly.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\" style=\"background-color:#f4eae0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-ugb-text ugb-text ugb-161756d ugb-text--design-plain ugb-text--columns-1 ugb-main-block\"><style>.ugb-161756d .ugb-text__subtitle{font-size:16px !important;color:#000012}.ugb-161756d .ugb-text__text p{font-size:24px !important;color:#000012}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-text__title-wrapper\"><p class=\"ugb-text__subtitle\"><strong><span style=\"color: #131416;\" class=\"stk-highlight\">RELATED POST<\/span><\/strong><\/p><\/div><div class=\"ugb-text__text-wrapper\"><div class=\"ugb-text__text\"><p class=\"ugb-text__text-1\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-client-onboarding\"><span style=\"color: #131416;\" class=\"stk-highlight\">What is client onboarding? Everything to know<\/span><\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-ugb-spacer ugb-spacer ugb-689a709 ugb-spacer--v2 ugb-main-block ugb--hide-mobile\"><style>@media screen and (min-width:768px){.ugb-689a709.ugb-spacer{height:25px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-spacer--inner\"><\/div><\/div><\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-client-onboarding\"><img decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature-1024x793.jpg\" alt=\"Person starting a client onboarding workflow on their phone\" class=\"wp-image-81612\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature-1536x1189.jpg 1536w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/what-is-onboarding-feature.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<a id=\"materials\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Create or identify the best templates and finalize onboarding materials<\/h2>\n\n\n\n<p>Before you kick off the onboarding process with your client, assess what materials and resources you will need, whether that means creating, downloading, or repurposing <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding-questionnaire\" target=\"_blank\" rel=\"noreferrer noopener\">templates<\/a> or populating welcome guides. Think about each step of the process and build a template list for the needs of your client.<\/p>\n\n\n\n<p>Nearly every to-do during your client onboarding process requires email communication, documents, a handbook, and a questionnaire. Our recommendation is to develop templates for every line of communication before engaging with the client. This can be a heavy lift process, but you don\u2019t have to do it alone. HoneyBook, a clientflow management platform, combines your early client onboarding stages. This means you have proposal templates, invoices, contracts, questionnaires, and more all at your team\u2019s fingertips.&nbsp;<\/p>\n\n\n\n<a id=\"checklist\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Develop your initial onboarding checklist<\/h2>\n\n\n\n<p>Once you\u2019ve signed a contract or settled on the scope of work (SOW), creating your master initial onboarding checklist for your team to handle looks like this.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send a welcome email:<\/strong> Draft a welcome email as the official kick-off of the partnership. This should outline the essential information for the onboarding process. We use our welcome email to schedule the kick-off meeting, present our shared workspace, invite them to complete their questionnaires and provide access to our shared folder(s). These components are discussed in detail below.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send the first invoice: <\/strong>Initiate the financial aspect by promptly sending the client their first invoice.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a client-ready getting started checklist: <\/strong>Send clients to your \u201cgetting started\u201d checklist housed within your shared workspace to ensure they tackle their to-dos before the kick-off meeting. This list is a reminder to schedule their kick-off meeting time, read our welcome guide, complete the onboarding questionnaire, dump relevant files into our shared drive, and provide logins if we manage or require access to any of their accounts.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invite them to a shared workspace: <\/strong>Pick a single tool, like HoneyBook, to store important documentation like contracts where your client onboarding team and client can access them as needed. We also use this as a place to house our capabilities deck (in case they\u2019re searching for more or want to pass on a referral), details about our daily tools and platforms, and helpful resources. This is a passive system that only occasionally requires updates.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Schedule kick-off meeting:<\/strong> In the welcome email, arrange a kick-off meeting to introduce the client to the team officially, discuss project details and next steps, and align expectations.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send a client questionnaire: <\/strong>Use a questionnaire to gather all the necessary information to get the partnership (and work) rolling. Think about business details such as their elevator pitch, background story, preferred methods of communication, etc., but also personal information, like key dates, including birthdays, anniversaries, etc. If you recognize these dates in the future, it helps establish a deeper connection. The questionnaire should be completed before the kick-off meeting so everyone can review it and come prepared with questions or comments.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send an internal kick-off email to your team: <\/strong>Notify the internal client onboarding team members about the new client and provide relevant information to bring them up to speed before the kick-off meeting. Consider linking to the agreed upon scope of work, completed questionnaire, the client\u2019s website or socials, etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a kick-off agenda deck: <\/strong>Create a kick-off meeting template that outlines team member details, the scope of work, project details, expectations, next steps, and deadlines.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Host kick-off meeting: <\/strong>Conduct the kick-off meeting, referring to the agenda deck, and ensure all participants are familiar with the onboarding questionnaire. Use this as a space for both parties to connect and get to know each other.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>BONUS: Send a welcome package: <\/strong>Prepare a welcome package with personalized messages, such as handwritten notes on branded notecards, to express gratitude for the new partnership. Supplement your note with practical, small gifts that will aid in their productivity or appeal to their interests.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\" style=\"background-color:#f4eae0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-ugb-text ugb-text ugb-182cf39 ugb-text--design-plain ugb-text--columns-1 ugb-main-block\"><style>.ugb-182cf39 .ugb-text__subtitle{font-size:16px !important;color:#000012}.ugb-182cf39 .ugb-text__text p{font-size:24px !important;color:#000012}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-text__title-wrapper\"><p class=\"ugb-text__subtitle\"><strong><span style=\"color: #131416;\" class=\"stk-highlight\">RELATED POST<\/span><\/strong><\/p><\/div><div class=\"ugb-text__text-wrapper\"><div class=\"ugb-text__text\"><p class=\"ugb-text__text-1\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"color: #131416;\" class=\"stk-highlight\">How to use a welcome packet to successfully onboard new clients<\/span><\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-ugb-spacer ugb-spacer ugb-6f83b08 ugb-spacer--v2 ugb-main-block ugb--hide-mobile\"><style>@media screen and (min-width:768px){.ugb-6f83b08.ugb-spacer{height:25px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-spacer--inner\"><\/div><\/div><\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1024x793.jpg\" alt=\"Three people meeting to discuss client onboarding\" class=\"wp-image-82665\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1536x1189.jpg 1536w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<a id=\"supplement\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Supplement with processes or tools<\/h2>\n\n\n\n<p>Once you\u2019ve taken care of the formal part of onboarding, now it\u2019s time to supplement with processes and tools to establish clear lines of communication and project expectations. Proper communication is key to any good relationship, so creating systems that allow this will benefit both parties.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a project management board:<\/strong> If you aren\u2019t already using a project management tool, I highly, <em>highly<\/em> recommend it. This tool is magic when it comes to keeping your team and your client on track and on deadline. Your business model may benefit from having the client be part of your project management system, or it may not, but either way, this is an essential part of operating smoothly as an internal team. A project management board is not just for action items and deliverables\u2013it can be a place to house key dates, client notes, internal team communications, and more. Overall, it fosters transparency and collaboration.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create shared albums or folders:<\/strong> Create shared albums (on an iPhone) or folders (like Google Drive) for easy collaboration and file sharing. This refines email communications and is a great way to be one step ahead when saving and organizing files.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Take care of additional systems: <\/strong>Depending on your business functions, you may have different resources and tools to conduct your business. So consider what platforms need attention and ones you must add your client to or acquire their logins to move forward: social media profiles, websites, Canva, etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\" style=\"background-color:#f4eae0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-ugb-text ugb-text ugb-9ca50c0 ugb-text--design-plain ugb-text--columns-1 ugb-main-block\"><style>.ugb-9ca50c0 .ugb-text__subtitle{font-size:16px !important;color:#000012}.ugb-9ca50c0 .ugb-text__text p{font-size:24px !important;color:#000012}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-text__title-wrapper\"><p class=\"ugb-text__subtitle\"><strong><span style=\"color: #131416;\" class=\"stk-highlight\">RELATED POST<\/span><\/strong><\/p><\/div><div class=\"ugb-text__text-wrapper\"><div class=\"ugb-text__text\"><p class=\"ugb-text__text-1\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"color: #131416;\" class=\"stk-highlight\">How to create a client onboarding workflow with HoneyBook<\/span><\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-ugb-spacer ugb-spacer ugb-8d56938 ugb-spacer--v2 ugb-main-block ugb--hide-mobile\"><style>@media screen and (min-width:768px){.ugb-8d56938.ugb-spacer{height:25px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-spacer--inner\"><\/div><\/div><\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"630\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/05\/client-onboarding-workflow-header_38873040c8-1024x630.png\" alt=\"\" class=\"wp-image-66357\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/05\/client-onboarding-workflow-header_38873040c8-1024x630.png 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/05\/client-onboarding-workflow-header_38873040c8-300x185.png 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/05\/client-onboarding-workflow-header_38873040c8-768x473.png 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/05\/client-onboarding-workflow-header_38873040c8.png 1300w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<a id=\"wrap-up\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5: Wrap up with internal assignments<\/h2>\n\n\n\n<p>Now that you\u2019ve taken the steps to onboard your client properly, it\u2019s time to get to work! The account lead should follow the internal assignments checklist, assigning tasks to the appropriate team members based on the SOW, and conduct an internal debrief meeting, if necessary, to discuss nuances, needs, assignments, and timelines. After the internal debrief meeting, commence work on the identified services according to the SOW, and make sure the client knows exactly what\u2019s next and when to expect it.&nbsp;<\/p>\n\n\n\n<p>Start strong!&nbsp;<\/p>\n\n\n\n<p>Client onboarding is a critical phase in establishing the foundation for a successful and long-lasting business relationship. Following the outlined steps and checklists during the onboarding phase, businesses can streamline the onboarding process, foster effective communication, and align client expectations. Ultimately, a well-executed onboarding process sets the stage for a fruitful collaboration and paves the way for mutual success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Give your client onboarding team everything they need<\/h2>\n\n\n\n<p>If you\u2019re currently managing your onboarding process via PDFs and email, it\u2019s time to level up. You can use tools like HoneyBook to manage all of your communication in one place.&nbsp;<\/p>\n\n\n\n<p>With a good system in place for your team, everything gets a little easier for your team <em>and<\/em> a better experience for your clients. You can brand your files, automate, and improve your documents so they\u2019re fully digital and interactive.&nbsp;<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-6bb1d93 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-6bb1d93-wrapper.ugb-container__wrapper{border-radius:12px !important;background-image:url(https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Banner-CTA-Background2.jpg)}.ugb-6bb1d93-wrapper.ugb-container__wrapper:before{opacity:0.5}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-6bb1d93-wrapper ugb--has-background-overlay\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-6bb1d93-content-wrapper\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Onboard more clients in half the time<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center\">Want to learn more about how HoneyBook can streamline your client onboarding process and help you effectively manage client expectations? Start a free trial to see how easy it is.<\/p>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-9def6fd ugb-main-block\"><style>.ugb-9def6fd .ugb-button1{background-color:#000000}.ugb-9def6fd .ugb-button1 .ugb-button--inner,.ugb-9def6fd .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Try it for free<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to simplify processes for your client onboarding team and provide a&nbsp; friction-free client onboarding experience that works Client onboarding is crucial in establishing a successful relationship with any new client. It sets the foundation for smooth collaboration from the get-go, and if things go well at the start, chances are your relationship will flourish.&nbsp; [&hellip;]<\/p>\n","protected":false},"author":861,"featured_media":87619,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[71,472,387],"class_list":["post-87612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-client-experience","tag-onboarding","tag-team-management"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/06\/client-onboarding-team-1.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>How to simplify processes for your client onboarding team and provide a&nbsp; friction-free client onboarding experience that works Client onboarding is crucial in establishing a successful relationship with any new client. It sets the foundation for smooth collaboration from the get-go, and if things go well at the start, chances are your relationship will flourish.&nbsp; The bigger your company, the more complex client onboarding can be. If you have an onboarding team, don\u2019t fret; here, I walk you through how to create a client onboarding experience that works for your burgeoning independent business.&nbsp; While client onboarding doesn\u2019t have to be&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"Lynzee Krohne","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/lynzee-krohne"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a Strong Client Onboarding Team | HoneyBook<\/title>\n<meta name=\"description\" content=\"How to simplify processes for your client onboarding team and provide a friction-free client onboarding experience that works.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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