How to Onboard New Clients Successfully
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When you onboard new clients, you get one chance to make a great first impression. The success of your first meeting with your new client can define the rest of the professional relationship and have a lasting impact on how you work together and what kind of outcome you’ll have.
Read our top 7 tips for how to onboard new clients below.
Bring the Right Energy
This is the time to bring the energy that onboarding new clients deserves! You want to bring good vibes and positive energy to the call so that your new client will feel your motivation and optimism. Remember – you set the tone for your working relationship.
Focus On How You Can Value Add
At any point during the call, you will have opportunities to value-add services that will benefit you and your client. If you have systems in place that can teach your clients how to increase referrals, build stronger partnerships with other agencies, increase client LTV, leverage their social media accounts, and scale or solve problems, then value adding here is a win for both of you.
Planting Seeds & Priming Clients
When you are onboarding new clients, make sure that you are using language that conveys the success of your work and instills confidence during the onboarding process. Choose words that show leadership and positivity so that your new clients feel the same way. Do you know what your client’s goals are? You should. If you don’t, find out before you begin the onboarding process and use affirming language specific to their goals.
Client Mindset Matters
A client’s mindset plays a huge part in the success of their agency, and you play a huge part in how they form that mindset. During the onboarding process, share your knowledge about the importance of long-term investments for scale. When you are onboarding clients, clearly define the mindset of agency owners who fail vs. the mindset of agency owners who succeed. Incorporate the winning mindset.
What Defines Success?
What defines success to your client? This is a key detail that you should know prior to the onboarding process so that you can discuss it together. It is a good idea to ask your client how they feel about this and how important it is that your answers share similarities. Help your client understand that forming long-term goals will help secure a successful partnership.
Give Clients a Roadmap
During the onboarding process, you should give your new client a roadmap of expectations. It is important to them to know what is coming during the process and what they can expect from you. You can keep this simple and create a visual for them, then follow up with an email explaining where they stand in the process.
Discuss Scope of Work & Expectations
Explain the scope of your work and your expectations from your new client. It is critical to keep an open line of communication to avoid any confusion during this process. Tell your client what you need from them to be successful. Ask them to make a commitment to follow through with the things that you need from them. Don’t be afraid to be honest and up front about exactly what you need to be successful!
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