{"id":37582,"date":"2026-03-30T08:46:47","date_gmt":"2026-03-30T08:46:47","guid":{"rendered":"https:\/\/smartdev.com\/?post_type=glossary&#038;p=37582"},"modified":"2026-03-31T08:38:26","modified_gmt":"2026-03-31T08:38:26","slug":"client-onboarding","status":"publish","type":"glossary","link":"https:\/\/smartdev.com\/jp\/glossary-client-onboarding\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"<div id=\"fws_69e4c6a99676a\"  data-column-margin=\"default\" data-midnight=\"dark\"  class=\"wpb_row vc_row-fluid vc_row\"  style=\"padding-top: 0px; padding-bottom: 0px; \"><div class=\"row-bg-wrap\" data-bg-animation=\"none\" data-bg-animation-delay=\"\" data-bg-overlay=\"false\"><div class=\"inner-wrap row-bg-layer\" ><div class=\"row-bg viewport-desktop\"  style=\"\"><\/div><\/div><\/div><div class=\"row_col_wrap_12 col span_12 dark left\">\n\t<div  class=\"vc_col-sm-12 wpb_column column_container vc_column_container col no-extra-padding inherit_tablet inherit_phone flex_gap_desktop_10px\"  data-padding-pos=\"all\" data-has-bg-color=\"false\" data-bg-color=\"\" data-bg-opacity=\"1\" data-animation=\"\" data-delay=\"0\" >\n\t\t<div class=\"vc_column-inner\" >\n\t\t\t<div class=\"wpb_wrapper\">\n\t\t\t\t\n<div class=\"wpb_text_column wpb_content_element\" >\n\t<h3 style=\"text-align: left;\" data-start=\"129\" data-end=\"139\"><span class=\"ez-toc-section\" id=\"TLDR\"><\/span><strong data-start=\"129\" data-end=\"139\">TL;DR<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul style=\"text-align: left;\" data-start=\"140\" data-end=\"643\">\n<li style=\"text-align: justify;\" data-start=\"140\" data-end=\"325\"><strong data-start=\"142\" data-end=\"163\">Client onboarding<\/strong> is the process of guiding new clients through the initial stages of using a product or service to ensure they understand its value and how to use it effectively.<\/li>\n<li style=\"text-align: justify;\" data-start=\"326\" data-end=\"473\">A smooth onboarding process improves customer satisfaction, reduces churn, and increases the chances of long-term retention and business success.<\/li>\n<li style=\"text-align: justify;\" data-start=\"474\" data-end=\"643\">Key steps in onboarding include welcoming the client, providing training, setting goals, ensuring smooth setup, and maintaining a feedback loop for continuous support.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\" aria-level=\"2\"><span class=\"ez-toc-section\" id=\"What_is_Client_Onboarding\"><\/span><b><span data-contrast=\"none\">What is Client Onboarding?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:299,&quot;335559739&quot;:299}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/div>\n\n\n\n\n\t\t\t<\/div> \n\t\t<\/div>\n\t<\/div> \n<\/div><\/div>\n\t\t<div id=\"fws_69e4c6a996984\"  data-column-margin=\"default\" data-midnight=\"dark\"  class=\"wpb_row vc_row-fluid vc_row\"  style=\"padding-top: 0px; padding-bottom: 0px; \"><div class=\"row-bg-wrap\" data-bg-animation=\"none\" data-bg-animation-delay=\"\" data-bg-overlay=\"false\"><div class=\"inner-wrap row-bg-layer\" ><div class=\"row-bg viewport-desktop\"  style=\"\"><\/div><\/div><\/div><div class=\"row_col_wrap_12 col span_12 dark left\">\n\t<div  class=\"vc_col-sm-12 wpb_column column_container vc_column_container col no-extra-padding inherit_tablet inherit_phone flex_gap_desktop_10px\"  data-padding-pos=\"all\" data-has-bg-color=\"false\" data-bg-color=\"\" data-bg-opacity=\"1\" data-animation=\"\" data-delay=\"0\" >\n\t\t<div class=\"vc_column-inner\" >\n\t\t\t<div class=\"wpb_wrapper\">\n\t\t\t\t\n\t<div class=\"wpb_video_widget wpb_content_element vc_clearfix   vc_video-aspect-ratio-916 vc_video-el-width-30 vc_video-align-center\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t\n\t\t\t<div class=\"wpb_video_wrapper\"><iframe title=\"Watch the Stories about Client Onboarding in Only 40 Seconds?\" width=\"174\" height=\"309\" data-src=\"https:\/\/www.youtube.com\/embed\/NYYUQ3PSskk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t\t\t<\/div> \n\t\t<\/div>\n\t<\/div> \n<\/div><\/div>\n\t\t<div id=\"fws_69e4c6a996ff2\"  data-column-margin=\"default\" data-midnight=\"dark\"  class=\"wpb_row vc_row-fluid vc_row\"  style=\"padding-top: 0px; padding-bottom: 0px; \"><div class=\"row-bg-wrap\" data-bg-animation=\"none\" data-bg-animation-delay=\"\" data-bg-overlay=\"false\"><div class=\"inner-wrap row-bg-layer\" ><div class=\"row-bg viewport-desktop\"  style=\"\"><\/div><\/div><\/div><div class=\"row_col_wrap_12 col span_12 dark left\">\n\t<div  class=\"vc_col-sm-12 wpb_column column_container vc_column_container col no-extra-padding inherit_tablet inherit_phone flex_gap_desktop_10px\"  data-padding-pos=\"all\" data-has-bg-color=\"false\" data-bg-color=\"\" data-bg-opacity=\"1\" data-animation=\"\" data-delay=\"0\" >\n\t\t<div class=\"vc_column-inner\" >\n\t\t\t<div class=\"wpb_wrapper\">\n\t\t\t\t\n<div class=\"wpb_text_column wpb_content_element\" >\n\t<p style=\"text-align: left;\"><b><span data-contrast=\"auto\">Client onboarding<\/span><\/b><span data-contrast=\"auto\">\u00a0is the process of guiding new clients or customers through the\u00a0initial\u00a0stages of working with a business or service provider.\u00a0It\u2019s\u00a0a crucial phase in building strong, long-term relationships and ensuring that clients understand the products or services, the processes involved, and the value\u00a0they&#8217;ll\u00a0receive.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">In a typical client onboarding process, businesses introduce their clients to the services or products\u00a0they\u2019ve\u00a0purchased, provide essential information, set expectations, and ensure that the client is comfortable and confident using the product or service. Client onboarding can take many forms depending on the industry and the nature of the service,\u00a0but generally, it\u00a0includes the following steps:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ol style=\"text-align: left;\">\n<li><b><span data-contrast=\"auto\">Welcome and Introduction<\/span><\/b><span data-contrast=\"auto\">: A warm welcome email or call to\u00a0initiate\u00a0the relationship and introduce key team members.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">\u7814\u4fee\u3068\u6559\u80b2<\/span><\/b><span data-contrast=\"auto\">: Providing materials or sessions to educate the client on how to use the product or service effectively.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Goal Setting<\/span><\/b><span data-contrast=\"auto\">: Understanding the client\u2019s needs, setting clear expectations, and outlining the desired outcomes.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Implementation and Setup<\/span><\/b><span data-contrast=\"auto\">: Ensuring that the client has everything they need to get started, including setup instructions, access, and any tools or resources.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30eb\u30fc\u30d7<\/span><\/b><span data-contrast=\"auto\">: Checking in regularly to ensure that the client is satisfied and addressing any concerns or issues they may have.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ol>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Effective onboarding increases customer satisfaction, retention, and the likelihood of clients referring others to the business.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: left;\" aria-level=\"3\"><span class=\"ez-toc-section\" id=\"Why_It_Matters_for_Businesses\"><\/span><b><span data-contrast=\"none\">Why It Matters for Businesses?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Client onboarding is more than just a process\u2014it&#8217;s\u00a0a vital element of the customer journey that\u00a0impacts\u00a0the long-term success of a business.\u00a0Here&#8217;s\u00a0why it matters:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"5\" data-list-defn-props=\"{&quot;335551671&quot;:1,&quot;335552541&quot;:0,&quot;335559683&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:&#091;65533,0,46&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Improved Customer Retention<\/span><\/b><span data-contrast=\"auto\">: A smooth and positive onboarding experience increases the chances that the client will remain loyal to the business. When clients feel supported from the start, they are more likely to continue using the service and renew their contracts.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"5\" data-list-defn-props=\"{&quot;335551671&quot;:1,&quot;335552541&quot;:0,&quot;335559683&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:&#091;65533,0,46&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Better Customer Satisfaction<\/span><\/b><span data-contrast=\"auto\">: Onboarding ensures that clients understand the value of what\u00a0they\u2019ve\u00a0purchased\u00a0and how to make the most of it.\u00a0This knowledge leads to greater satisfaction, as clients are empowered to use the product or service effectively.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"5\" data-list-defn-props=\"{&quot;335551671&quot;:1,&quot;335552541&quot;:0,&quot;335559683&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:&#091;65533,0,46&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Reduced Churn Rates<\/span><\/b><span data-contrast=\"auto\">: A poor onboarding experience can lead to confusion or frustration, which may result in clients abandoning the service. By providing a clear and supportive onboarding process, businesses can reduce\u00a0churn\u00a0and enhance customer loyalty.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"5\" data-list-defn-props=\"{&quot;335551671&quot;:1,&quot;335552541&quot;:0,&quot;335559683&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:&#091;65533,0,46&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Increased Lifetime Value (LTV)<\/span><\/b><span data-contrast=\"auto\">: Clients who feel comfortable and confident with your service are more likely to engage with\u00a0additional\u00a0offerings, upgrade plans, or make repeat purchases, thus increasing the client\u2019s lifetime value to the business.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"5\" data-list-defn-props=\"{&quot;335551671&quot;:1,&quot;335552541&quot;:0,&quot;335559683&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:&#091;65533,0,46&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Brand Advocacy<\/span><\/b><span data-contrast=\"auto\">: Satisfied clients are more likely to recommend the business to others. A great onboarding experience not only\u00a0retains\u00a0clients but also turns them into advocates who help spread the word about your brand.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<h3 style=\"text-align: left;\" aria-level=\"3\"><span class=\"ez-toc-section\" id=\"Who_is_Involved_in_Client_Onboarding\"><\/span><b><span data-contrast=\"none\">Who is Involved in Client Onboarding?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Client onboarding often involves a cross-functional team to ensure the client\u2019s needs are addressed comprehensively.\u00a0Key players in the process typically include:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:&#091;8226&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Account Managers<\/span><\/b><span data-contrast=\"auto\">: They are usually the main point of contact for the client and guide them through the onboarding process.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:&#091;8226&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Customer Success Managers<\/span><\/b><span data-contrast=\"auto\">: They focus on ensuring the client\u2019s success by providing ongoing support and helping them achieve their goals.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:&#091;8226&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Sales Team<\/span><\/b><span data-contrast=\"auto\">: Often involved in the\u00a0initial\u00a0stages, they hand over the client to the onboarding team after a deal is closed.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul style=\"text-align: left;\">\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:&#091;8226&#093;,&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Technical Support<\/span><\/b><span data-contrast=\"auto\">: In cases of complex products or services, technical experts\u00a0assist\u00a0with setup and troubleshooting during onboarding.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<h3 style=\"text-align: left;\" aria-level=\"3\"><span class=\"ez-toc-section\" id=\"How_Does_Client_Onboarding_Work\"><\/span><b><span data-contrast=\"none\">How Does Client Onboarding Work?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">The client onboarding process works by systematically introducing new clients to a product or service while ensuring they understand the key features and benefits. It includes the following steps:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ol style=\"text-align: left;\">\n<li><b><span data-contrast=\"auto\">Initial Contact<\/span><\/b><span data-contrast=\"auto\">: Once a client signs up or makes a purchase, the onboarding team makes initial contact to welcome them and explain the next steps.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<\/span><\/b><span data-contrast=\"auto\">: Tailor the onboarding experience based on the client\u2019s specific needs, goals, and preferences. This could involve setting up custom solutions or providing personalized training.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Resource Sharing<\/span><\/b><span data-contrast=\"auto\">: Provide clients with the resources they need to succeed, such as guides, tutorials, FAQs, or access to support.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Tracking Progress<\/span><\/b><span data-contrast=\"auto\">:\u00a0Monitor\u00a0the client\u2019s progress throughout the onboarding process. Regular check-ins ensure\u00a0they\u2019re\u00a0on track and satisfied with the process.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li><b><span data-contrast=\"auto\">Ongoing Support<\/span><\/b><span data-contrast=\"auto\">: Offer ongoing customer support to resolve any questions or challenges the client may face.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ol>\n<h3 style=\"text-align: left;\" aria-level=\"3\"><span class=\"ez-toc-section\" id=\"When_Is_Client_Onboarding_Critical\"><\/span><b><span data-contrast=\"none\">When Is Client Onboarding Critical?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Client onboarding is critical right after the sale or contract agreement. This is when the relationship is fresh, and the client is eager to start using the product or service. Early engagement in the onboarding phase can set the tone for the entire relationship. The longer a company waits to start onboarding, the more likely the client may lose interest or become frustrated.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: left;\" aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Other_Related_Terms\"><\/span><b><span data-contrast=\"none\">Other Related Terms<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:299,&quot;335559739&quot;:299}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4 style=\"text-align: left;\"><b><span data-contrast=\"none\">1. Customer Success<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/h4>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Customer success is closely tied to client onboarding, as it focuses on ensuring that clients are happy, satisfied, and achieving their desired outcomes after\u00a0they\u2019ve\u00a0completed onboarding. While onboarding focuses on the\u00a0initial\u00a0relationship and setup, customer success is an ongoing process that ensures clients continue to gain value over time.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: left;\" aria-level=\"3\"><b><span data-contrast=\"none\">2. Customer Retention<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/h4>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Client onboarding plays a significant role in customer retention. By making sure clients understand how to use the product or service effectively, businesses can create a positive experience that encourages long-term engagement and reduces churn.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: left;\" aria-level=\"3\"><b><span data-contrast=\"none\">3. Churn Rate<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/h4>\n<p style=\"text-align: left;\"><span data-contrast=\"auto\">Churn rate refers to the percentage of clients who stop using a service or product over a specific period. A smooth and supportive onboarding process can help reduce churn by ensuring clients are engaged and satisfied from the start.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<\/div>\n\n\n\n\n\t\t\t<\/div> \n\t\t<\/div>\n\t<\/div> \n<\/div><\/div>","protected":false},"excerpt":{"rendered":"TL;DR Client onboarding is the process of guiding new clients through the initial stages of...","protected":false},"author":38,"featured_media":37385,"comment_status":"open","ping_status":"closed","template":"","glossary-category":[229,231,228],"class_list":{"0":"post-37582","1":"glossary","2":"type-glossary","3":"status-publish","4":"has-post-thumbnail","6":"glossary-category-glossary","7":"glossary-category-it-outsourcing","8":"glossary-category-technology"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin 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