Have you ever compared client onboarding to a digital purchase?

Probably not.

But there are similarities.

It’s safe to say most of us are familiar with buying products online, right?

Everything from books to clothing to decor is all delivered directly to our door.

And it’s not just products.

Most of our services are purchased digitally, too.

We research potential providers on the internet, schedule our calls and meetings with online tools, and use digital signatures to sign contracts over the web.

Suffice it to say, making digital purchases is nothing new anymore.

Because of this, you think we’d understand how odd it feels to buy something and receive a purchase confirmation, only to find nothing happens next.

The customer just sits there with a digital receipt in front of them, unsure of what to expect.

Now, of course, there’s a lot of hustle and bustle going on behind the curtains, but they can’t see that. So, what are customers supposed to do?

A couple of weeks ago, we talked about amping up our client services. This week we want to dig more into the onboarding process for clients.

Let’s take a look at the specific actions, mindsets, and processes we use to onboard clients.

From there we’ll dig into what we need to do to go from okay to above and beyond with client onboarding experiences.

In this episode we’ll discuss:

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