Tools for Client Onboarding
Client onboarding is a crucial first step in adding people to your business and thus growing your business. As with other tools for your business, client onboarding requires systems that allow organization, planning, and a flow. There are many tools that businesses use, but some of the more popular ones are Trello, ClickUp, Slack, WalkMe, and NeverBounce.
Trello is a great way to get your clients on board with what you are doing. Think of Trello like a Pinterest board or a huge digital whiteboard without all the sticky notes. Trello allows you to stay organized and help people to see what they need to do. It’s a great place to store all of your resources as well. From a design standpoint, Trello allows you to customize your board and layouts to your liking.
ClickUp is another favorite tool for client onboarding. ClickUp allows you to connect and assign work to your teammates. ClickUp allows color coding to make it easier to see who is supposed to do what and to keep things organized. It allows you to communicate in real time with your clients to make sure everyone gets what they want and need.
Slack is a communication tool that is great for onboarding. Slack allows your team to be connected to each other without sharing any personal information. Say you are on a team of people and you don’t know those people. Fear not, because Slack does not share that personal information with anyone, but you are still able to communicate in real time.
WalkMe is another great tool to help people you have just hired within your business. WalkMe allows you to make and store training videos for employees. WalkMe is done in a very user friendly way so that people all over the country and world can be trained and see how you want things done. This is a great resource for those who are more visual and kinesthetic learners. It also gives your employees something to look back on, should they ever need it, and it avoids the millions of questions about how to do this or that.
Finally, NeverBounce is another great tool to make sure your marketing is working. NeverBounce allows you to make sure your emails are going where they are supposed to and removes those addresses that are no longer working. NeverBounce automatically cleans out your list and sends that update to your automated campaigns, to save you time.
There are so many tools that are out there that help with client onboarding, these are just some of the excellent ones. There are many tools out there that do similar things, so check them all out and see what works for you. The key is to make sure your client onboarding is in a system that runs like a well oiled machine and that you are organized and planned out so that you can get back to doing what is fun and what is necessary to grow your business.
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