Submission of the contract to the accounting department, Setting up a new customer in the invoicing system, Setting up a new channel on the company messenger for instant project communication. However, external processes , i.e. those in which the customer. Is directly involved, will be definitely more important from the customer’s perspective.  Responsible for the onboarding process should be to keep the client informed about the progress of work and whether there is anything the agency needs from the client. Thanks to this, the client will know what is happening and what he can expect in the near future.

The form of communication itself

This will avoid possible misunderstandings and the appearance of thoughts “are they even doing anything?”. Good customer onboarding practices Determining (preferably by phone) what the project communication will look like and who will participate in it on the client’s side.  Is a very individual matter and during onboarding the account should determine whether it will take place via the project system with the entire client team, or maybe only with the Project Manager via e-mail. Typically, customers already have very deep-rooted habits of a certain form South Korea Mobile Number List of contact, so this needs to be agreed with the customer at the boarding stage. Onboarding meeting with the client – ​​introducing the team to the client will make communication more natural and strengthen the relationship.

Allow the client to speak freely

It is worth preparing for them – as for any other – an agenda. That should not be missing. Welcome to the group. Of customers and confirmation of the rightness of the decision taken. Introducing the team with a short intro about each specialist. Arrangements for reporting and project statuses. Outline of work for the next few days, a set of several open questions for the client.  In front of the whole team and make them feel actively listened to. Perhaps something important has come up since. The contract was signed that the agency. Should know about. Requests to share important LOB Directory materials in the context of a marketing campaign, such as a promotion calendar.