Client Onboarding Process Project Statistics Research Technology Agreement Management
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The document outlines a six-step client onboarding process, which includes gathering client information, setting expectations, team briefing, and launching an onboarding program. It emphasizes adapting processes to specific needs and maintaining communication with clients throughout the onboarding journey. Additional details cover goal setting, technology selection, content creation, and continuous evaluation of the onboarding experience.
Client Onboarding Process Project Statistics Research Technology Agreement Management
- 2. 6 Step Client Onboarding Process with Launch Project 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Refine and Improve Launch Project ▪ Assign Client ▪ Start workflow ▪ Internal Meeting ▪ Text Here Step 3 Client Kick of Meeting ▪ Introductions ▪ Set Expectation ▪ Next Steps ▪ Text Here Step 4 Welcome Package ▪ Cheat Sheet ▪ Homework ▪ Text Here ▪ Text Here Step 5 Check up Call ▪ Collect Docs ▪ Catch Mistakes ▪ Text Here Step 6 Contract ▪ Proposal ▪ Payment ▪ Text Here ▪ Text Here Step 1 Client Onboarding Questionnaire ▪ Client Info ▪ Goal ▪ Collect Docs ▪ Text Here Step 2
- 3. 3 ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client Onboarding Icon with Training Statistics
- 4. Client Onboarding Process Checklist for Company 4 01 02 05 0304 Set Expectations Define expectations in terms of deadlines, processes, and communication. Gather Necessary Information From Your New Clients Gather all of the necessary information from the client to fully assess what are their actual needs. Brief Your Team Give relevant client information to your team members and organize an internal client orientation meeting to make sure that everyone has a clear understanding of what is expected of them. This slide is 100% editable Adapt it to your needs and capture your audience's attention. Check-in with Your New Clients Complete Research This slide is 100% editable Adapt it to your needs and capture your audience's attention.
- 5. Client Onboarding Process Checklist with Complete Research 5 Brief Your Team ▪ Give relevant client information to your team members and organize an internal client orientation meeting to make sure that everyone has a clear understanding of what is expected of them. ▪ Text Here Set Expectations ▪ Define expectations in terms of deadlines, processes, and communication. ▪ Text Here Gather Necessary Information From Your New Clients ▪ Gather all of the necessary information from the client to fully assess what are their actual needs. ▪ Text Here Complete Research ▪ Add concrete details to the plan and present your client with documents that show you’ve done your research. ▪ Text Here Check-in with Your New Clients ▪ Schedule a call with your assigned point person at the company to show them your research, get feedback on the updated plan, and discuss next possible steps. ▪ Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 6. Client Onboarding Process Flow Chart with Discovery and Cultivation 6 Discovery ▪ Outline next steps to Customer Success Metrics ▪ Identify Decisions Customer Needs ▪ Text Here ▪ Text Here Construction ▪ Complete CRM ▪ Provide Product or Service Details to Client ▪ Share Customer Journey Map & Milestones ▪ Text Here Cultivation ▪ Engages Customer Product or Service Planning ▪ Make Changes as Needs ▪ Text Here ▪ Text Here Follow Through ▪ Experience Data Make Changes as Appropriate ▪ Identify Additional Customer Nee ▪ Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 7. Client Onboarding Program with Select the Technology 7 Set goals and build your team ▪ Outline the goals and assemble the best possible team that will help you in achieving them. ▪ Text Here Map the customer onboarding journey ▪ Create a customer journey that’s intuitive, logical and confidence-building with reference to outline goals. ▪ Text Here Create learning content for customer onboarding ▪ Provide guiding content at every step of the journey by virtual meetings, seminars as well as videos. ▪ Text Here Select the technology ▪ Use Authoring Tools and Learning Management Systems for digital course creation. ▪ Text Here Edit, test and pre-launch ▪ Check grammar, formatting and overall quality of the content. ▪ Text Here Launch onboarding program ▪ Check in with customers to see how learners are progressing and whether they’re experiencing any pain points or not. ▪ Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 8. Client Onboarding Process for Empowering Banks 8 Onboarding Request ▪ Solicit client. ▪ Raise new onboarding request ▪ Enrich request ▪ Manage incremental request for existing client. Client Due Diligence ▪ Gather client details ▪ Identify and request relevant client documentation ▪ Complete additional client id, document checks(geographic specific)and approve. ▪ Text here Credit Terms Setup ▪ Perform credit due diligence. ▪ Establish credit limits as appropriate. ▪ Text here Agreement Management ▪ Negotiate legal terms. ▪ Complete legal due diligence ▪ Text here Setup party / Accounts in system ▪ Complete account setup ▪ Enable product trading ▪ Text here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 9. 9 Icon of Client Onboarding with Program Manager ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 10. 10 ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Icon of Client Onboarding with Upward Arrow
- 11. Six Steps to Make Effective Client Onboarding Program 11 01 Set goals and build your team ▪ Outline the goals and assemble the best possible team that will help you in achieving them. 02 Map the customer onboarding journey ▪ Create a customer journey that’s intuitive, logical and confidence-building with reference to outline goals. 03 Create learning content for customer onboarding ▪ Provide guiding content at every step of the journey by virtual meetings, seminars as well as videos. 04 Select the technology ▪ Use Authoring Tools and Learning Management Systems for digital course creation. Launch Onboarding program ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06 Edit, test and pre-launch ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05
- 12. Thank You Address # street number , city , state Contact Numbers 0123456789 Email Address emailaddress123@gmail.com 12