Client onboarding can help to build loyalty and improve the customer journey. There are a number of steps in this process and these will depend on how you onboard clients and whether there need to be any manual elements in the process. Whatever way you share the information with your clients and customers, it is important that you start by getting to KNOW YOUR CUSTOMER and ensuring that they are who they say they are, by using software such as

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Here are some of the important bits of information that you need to think about sharing with your customers during the onboarding process.

Contracts – when working with clients and providing them with a service you will need to think about sharing the work contract with them. This will provide them with all the information they need with regards to what to expect from your business and the terms of your engagement.

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Terms and conditions – in some cases your business terms and conditions may be separate to your contract and you should ensure that you signpost them to these during the onboarding process.

Invoicing – if the client is going to be working with you on a regular basis you may have to set out the invoicing requirements and provide them with copies of the invoice along with your business requirements for setting up direct debits, standing orders or paying your invoices via bank transfer or card payments.

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