Onboarding a new client is a critical moment in the relationship, where we have the opportunity to enormously shape the perception of our service, for better or worse. A successful onboarding is efficient and as hassle free to the client as humanly possible. That's why it's crucial to document the onboarding tasks associated with a new client. At least some online accounts should be created before class begins, at least to include a new gmail, Spectora, Trello, Slack (launchpad community), Clavier (with preconfigured name, email, home address lines, etc)
A clear checklist of tasks and deadlines can help ensure that the onboarding process is efficient and that nothing important is missed.
By documenting the onboarding process, both the client and the team working on the project can stay organized and on track. The client can have a clear understanding of what to expect during the onboarding process, while the team can have a clear roadmap to follow to ensure that everything is completed on time.
In addition to ensuring that the onboarding process goes smoothly, documenting the process can also help identify areas for improvement. By keeping track of what works well and what doesn't, the team can refine their onboarding process over time to make it even more efficient and effective.
Overall, documenting the onboarding tasks associated with a new client is a crucial step in ensuring a successful onboarding process.
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