What is the client onboarding process?

The client onboarding process is best defined as a series of steps designed to integrate new clients into services effectively. This process often involves welcoming the client, gathering essential information, setting expectations, and familiarizing them with the products or services they will be using. The goal is to ensure that clients feel comfortable and informed, which can lead to higher satisfaction and retention rates.

This involves various activities such as providing necessary documentation, conducting initial training sessions, and ensuring that communication channels are established. By successfully navigating this onboarding process, agencies help clients to start their journey with the company in a positive manner, ultimately leading to stronger relationships and better outcomes.