The Client Onboarding System Every Small Business Needs
Client onboarding sets the tone for the whole relationship. Here's how to set up a simple onboarding system that works at any size.
The Client Onboarding System Every Small Business Needs
First impressions matter
Onboarding is the first real experience clients have with your business. If it's clunky, they start doubting. If it's smooth, they feel confident.
What a good onboarding system includes
1. Welcome message — Email that sets expectations right away
2. Kickoff call checklist — Same agenda every time
3. Asset collection — One form or portal, not endless email chains
4. Timeline — A simple roadmap of what happens when
5. Payments/contracts — Easy, digital, no back and forth
Why it matters
Great onboarding stops scope creep, sets boundaries, and creates happy clients who refer you to others.
Final thought
Onboarding isn't busywork. It's how you show clients they made the right choice. Build it once, and it scales with you.
Ready to build better client onboarding? Book a discovery call to discuss how we can create systems that impress clients from day one.
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