<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=290086984736480&amp;ev=PageView&amp;noscript=1">
Search
word-map-thumb

The Alternative Board Blog

Why You Need a Customer Onboarding Process as a Business Owner

Mar. 10, 2020 | Posted by Phil Spensieri
customer-onboarding-process

Typically, I meet business owners who do not have a customer onboarding process unless they are in the software or hardware space. In IT, deploying and installing software or hardware goes hand-in-hand with onboarding a new customer as a means of integrating their system or product into their business. When it comes to the professional services space, however, having a new customer onboarding process is more of an exception than a norm—but it shouldn’t be.

A new customer onboarding process outlines the steps your company will take when starting a business relationship with a customer. An onboarding process is much more than simply bringing the customer “on board”; it’s about getting to understand their business and its needs so they become a long-term customer.

Want additional insight? Read 4 Step Guide to Strategic Planning now to learn more

Register Here

With so many benefits to having an onboarding process for your new customers (including gaining more information, needs assessment, collaboration opportunities, trust and reliability, and professional services), as a business owner, you might want to consider creating one. I have outlined some of the key benefits below to having a customer onboarding process for your company.  

  1. Most business owners know that acquiring a new customer is anywhere from five to 25 times more expensive than retaining It makes sense then, that investing the time at the beginning of the relationship, with an onboarding process that you both can follow, will make your customer feel “taken care of” and therefore become loyal to you.
  2. Setting and meeting customer expectations is a critical aspect of growing your business. The customer will have certain expectations of you, as you will of them. In creating an onboarding process, you’ll need to collaborate on setting realistic For example, you might agree to and schedule weekly check-in meetings, but in reality, the customer may not able to make the meetings, or will cut them short because of time constraints. When setting these expectations with your customer, allow for some flexibility to accommodate and meet their needs, but also be realistic of their expectations of you. Setting these expectations collaboratively is another way to communicate with them and show how you deliver a white glove approach to customer service.

  3. Personalize your onboarding process for every customer because each has a unique set of concerns. By tailoring your solution to meet their needs, you will set the tone for the relationship, while making it much easier to achieve wins and foster loyal customers.

As business owners, we can’t forget the golden rule that customers are the lifeline of your company. One way to secure your relationship with your customers is to implement an onboarding process to build trust and rapport. Revenue is one thing, but establishing a mutually beneficial relationship can truly make a difference. In my next blog, I’ll share what you should include in your onboarding process.

To discuss this and other related issues with a group of like-minded business owners, contact me today to become a TAB Member.

Read our 19 Reasons You Need a Business Owner Advisory Board

DOWNLOAD

Written by Phil Spensieri

Phil Spensieri is a TAB Facilitator in the York Region of Ontario, Canada.

Related posts

How to Prepare Your Clients for a Price Increase
Sep. 3, 2020 | Posted by The Alternative Board
Every business must, at one point or another, share what’s viewed by customers as “unwelcome” news—the need for a price increase for products or services. Some businesses simply set the wheels in...
How TAB Helped A Member Grow During COVID-19
Sep. 1, 2020 | Posted by Phil Spensieri
Since the start of the COVID-19 pandemic, many businesses have struggled to survive. But for some, the pandemic has provided an opportunity to thrive. Garden Connections is one of those businesses. ...
8 Productivity Hacks for Busy Business Owners
Aug. 13, 2020 | Posted by The Alternative Board
Owning your own business can be a time-consuming undertaking. And despite many of us wishing for more hours in the day, time is finite. Everything we choose to spend time on comes at the expense of...
How to Reinvent Your Business from the Inside-Out
Apr. 30, 2020 | Posted by The Alternative Board
In so-called ordinary times, many businesses experience the need to reinvent themselves to meet changing customer demands. Today, months into the COVID-19 outbreak, the “reinvention challenge” is...
Tips for Business Owners and Employees Working from Home
Mar. 18, 2020 | Posted by The Alternative Board
The Coronavirus COVID-19 outbreak has changed virtually everything about the way business is conducted right now. For the vast majority of businesses across the U.S., this means shuttering workplaces...
What an Operating Plan Is and Why You Absolutely Need One
Feb. 27, 2020 | Posted by The Alternative Board
Most companies spend valuable time and resources to create strategic plans, giving their best to outline a strategy that establishes a solid long-term vision. While having a strategic plan is...
What's the Difference Between Business Development and Sales?
Jul. 18, 2019 | Posted by The Alternative Board
At first glance, there doesn’t appear to be much distinction between business development and sales. Aren’t both activities geared towards generating more profit for the organization? Isn’t a sales...
5 Customer Acquisition Strategies that Spur Growth
Jul. 9, 2019 | Posted by The Alternative Board
Maintaining a strong base of existing clients is essential for every business, but acquiring new customers is equally important. Without an influx of new and prospective customers, a business may...
Five Tips to Effectively Scale Your Business' Growth
Jun. 27, 2019 | Posted by The Alternative Board
All businesses need to grow, but at what pace and how quickly should they scale that growth? These questions intrigue (and sometimes torment) business owners, because there’s no single “right” answer...
Create a Customer Satisfaction Survey that Gets Results
Jun. 20, 2019 | Posted by The Alternative Board
Crafting a customer survey that gauges satisfaction with your business isn’t as easy as it looks. If the survey is comprised of misleading questions, or comes burdened with too many instructions,...