The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.

1. process.st https://process.st/2015/08/client-onboarding-process/
Benjamin Brandall
3 Client Onboarding Process Checklists to Reduce Churn
Client Onboarding for Professional Services
When a new client signs up, it’s not enough to leave them alone to jump into your service by themselves – you’ve got
to have a clearly written process to make sure they know they’ve made the right choice.
Settling a new client into your business and establishing a good relationship is one of the best ways to reduce churn.
‘If you hold a customer’s hand for 90 days, they’ll be loyal for life’. – John Jantsch
The process of perfect onboarding differs depending on your business, but the essence is the same. Of course,
you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re
the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s
individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into
your existing business process.
At Process Street we’ve put together 3 templates you can use to get new clients settled in with minimal hassle. The
templates include sample documents, ready-to-send emails and industry-specific advice for criminal lawyers,
marketing agencies and financial planners.
Client Onboarding Process for Financial Planners

2. A solid client onboarding process always important, but for financial planners it could mean the difference between a
great working relationship and a compliance lawsuit. A new sign-on agrees to trust your decisions and considers you
competent enough to handle the whole of their financial life. This checklist guides you through the process of
collecting contracts, arranging meetings, deciding when to review your progress and covering the legal side of what
you do.
Click here to get the Client Onboarding for Financial Planners checklist
Client Onboarding Process for a Marketing Agency
Marketing agencies, while trying to strike the balance between art and science, already have their work cut out. To get
your new clients set up properly, you’ll want to follow a concise and clear-cut process that covers all the bases. What
do you include in your welcome package? What questions should you ask in the questionnaire? This guide will
answer these questions so you can concentrate on getting the best results for your clients and leave the details to us.

3. This checklist is a watertight guide to the process of introducing yourself to new clients, conducting meetings and
leaving the best possible impression.
Click here to get the Client Onboarding for a Marketing Agency checklist
Client Onboarding Process for Criminal Law Firms
The client onboarding process for lawyers contains vital steps to ensure you comply with law when taking on a new
case. With a 4-17% chance of being sued for malpractice each year, lawyers have to be especially cautious to stay
away from trouble, especially considering that client onboarding itself can be a legal minefield. While you might know
a lot of the process already, human beings are prone to error, so following the steps outline here is a solid way to
minimize risk.
Click here to get the New Client Onboarding for Criminal Law Firms checklist