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Welcome, New Customer! Best Practices and Tools for Client Onboarding

Business.com / Sales / Last Modified: February 22, 2017

Building up a loyal customer database is quite the task, but these tips and tools will help when onboarding your new customers.

How do you get your customer's onboard when you’re looking to build up your client database? It’s a task that’s often easier said than actually executed.

Lucky for us, there are plenty of tricks of the trade, and just as many tools to help take care of business. A lot of it comes down to offering genuine benefits to customers, so they can see you really care about their experience.

Here are some of the best tools available that will help you easily implement your client onboarding process:

Related Article: Customer Delight: The New Standard in Customer Service

Make User Experience a Priority

Bad usability is often a huge conversion hurdle, and users may be forced out of the web page before they ever have a chance to convert into subscribers or buyers.

Slow load times, broken pages, and broken URL’s are often the biggest offenders. By keeping a close eye on your hosting uptime statistics, and ensuring your site is hosted reliably, you’ll be off to a good start.

To identify slow loading pages that may test your visitor’s patience, you can easily run a page speed tester, I recommend SEO Chat.

Always keep your users' needs ahead of what you think they need. Ask them often what they would like to see, and make the most popular changes. The result will be a more intuitive and helpful product, while also maintaining a loyal user base.

Be Realistic In Your Goals

It would be awesome if you were making a million dollars each year, but it’s not all that realistic. When you have unrealistic goals, you can easily lose sight of what is happening around you, and ways you can actually improve the experience for both yourself, and your customers.

You should be aiming to set realistic milestones, and then work on each of them with all of your time and energy. Once you’ve met that goal, move onto the next attainable goal.

Your customers will grow with you, and you’ll have a much more stable product (and growth) that can be relied upon. That’s much better than jumping the gun, and ending up with both you and your clients expectations crushed. A depressing number of businesses have died for this very reason.

Related Article: Under Promise, Over Deliver: The Must-Do's of Customer Retention

Vary Your Engagement Tactics

Not everyone engages in the same way. Some prefer quick-fire social media strategies, such as Twitter, while others prefer a more intimate conversation offered via Facebook.

You should vary your engagement tactics to meet each one, using different platforms to reach a different sliver of your audience. A well-rounded approach will give you more reach. You should never try a single marketing platform, especially social media.

Be Casual and Personable When Interacting

When interacting with clients, regardless of location; be personable. The days of ultra-professional communication are well over. Customers expect you to be human, helpful, and pleasant.

We all appreciate casual conversion that conveys information, without losing that touch of friendliness. We want to be able to relate to our customers, and vice versa. In a world of widening startup influence, this was a natural progression in business relationships.

Don't Try to Please Everyone

The worst thing you can do is try to please everyone. You’ll find endless examples of small businesses that died before they even got off the ground, simply because the founder(s) wouldn't stop trying to add features that pleased every single person that contacted them. This is a dangerous mindset. You should always remember that you can't make everybody happy, all the time. Keep things simple, and never lose sight of your businesses’ core.

Must-Have Tools Of The Trade


Image via Whatfix

Whatfix allows you to visually show customers how to use your product or service. This is a step by step visual how-to that makes the process of learning interactive and easy. You can customize your own tutorial in minutes, and embed it directly into your website with a handy embed code.


Image via Fanplayr

Fanplayr analyzes user behavior and delivers custom-targeted messages which can include offers, deals and other means to optimize conversion.

There are many more analytics and management tools that may suit your conversion goals.


Image via Trendemon

Trendemon allows you to generate higher demand, and quickly promote new offers and services to an active customer base.Trendemon is analytics software with a twist. It automatically finds most effective conversion paths and provides personalized and real-time recommendations to encourage users convert. The application integrates with popular CMS platforms like WordPress, as well as popular marketing platforms.


Image via ThingLink

ThingLink allows you to create in-image tutorials that show your clients how to use your software in a visual format. It's a great way to enhance your how-to product instructable with videos, links, etc. Announce and show off new features and capabilities. Show what your product can really do with an interactive display.

Client Onboarding Really Is a Breeze

Getting a client onboard is all about how you present yourself and your product. If you show them you’ve kept their needs in mind through development, and you lay out what your product can do for them, it’s a whole lot easier to score their loyalty.

The above tricks and tools will get you there.

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