<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=349935452247528&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

Why Your Business Needs Standard Operating Procedures
Aug. 26, 2021 | Posted by The Alternative Board
Running a business is a costly, time-intensive process. Costs and time can grow exponentially if an organization lacks a system whereby products are made, or services rendered in a consistent manner....
6 Tips on Making a Family Business Partnership Work
Apr. 20, 2021 | Posted by The Alternative Board
We often hear stories about the difficulties of making a family business partnership successful. Yes, there are unique hurdles that differ from other types of business models, but with the right...
Time-Saving Tips for Hyper-Busy Business Leaders
Apr. 13, 2021 | Posted by The Alternative Board
There may be only 24 hours in a day, but with effective time management, business leaders can get a lot done within that limited timeframe. The key is taking steps to eliminate clutter and...
How to Build Employee Culture with a Remote Team
Apr. 6, 2021 | Posted by Phil Spensieri
Whether your staff have been working from home for the past year or rotating between home and the office, there is no doubt that for most of us there has been a change in our working environment....
11 Top Business Apps Every Business Owner Should Have
Feb. 25, 2021 | Posted by The Alternative Board
As an entrepreneur, you handle an onslaught of tasks day in and day out. You are often juggling a multitude of jobs. Competing priorities make being organized and focused on the end goal even more...
Tips on Using Artificial Intelligence to Boost Productivity
Feb. 16, 2021 | Posted by The Alternative Board
For years now, large-scale businesses have been employing Artificial Intelligence (AI) to help drive productivity and high performance. This same technological advantage is available to small...
5 Tips to Help Remote Workers Feel Like Part of Your Team
Feb. 11, 2021 | Posted by The Alternative Board
Even before the COVID-19 pandemic struck in 2020, a leading trend among businesses was employing remote workers in a wide range of job responsibilities. The trend has, by now, attained something of a...
Employee Onboarding Tips that Help Boost Retention
Feb. 9, 2021 | Posted by The Alternative Board
The effective onboarding of new employees is clearly a benefit to businesses, but some companies persist in “winging it” whenever a new hire joins the team. As we have noted before, businesses that...
3 Tips on Vetting Your Most Promising Job Candidates
Feb. 4, 2021 | Posted by The Alternative Board
It would be nice to think that every applicant to a job opening at your business is always telling the truth in their resumes, during their interviews, and throughout the hiring process....
8 Ways to Keep Your Team Accountable in a Virtual Environment
Jan. 29, 2021 | Posted by The Alternative Board
Remote work is the new normal. In fact, remote work was gaining ground even before the pandemic hit, and with the start of 2021, many IT companies have permanently taken this route. However, there...