Create a smooth onboarding process

When offering an advisory service, is a sale ever really closed? Once your client says the magic words and agrees to hire you for a service, that’s just the beginning of the relationship and an opportunity to start building retention. Nothing says potential client loss like a rocky start.

Let’s start this new relationship off on the right foot by creating a simple and frictionless onboarding process:

  1. Develop a pre-setup checklist to gather the right information up front
  2. Build an Onboarding Checklist to help set expectations
  3. Determine your client’s role in the AP process (or the AR process)
  4. Provide the client with training on their respective role in the workflow
  5. Prepare your client’s vendors for Bill.com

We also want to make sure you’re prepared and feeling confident in the setup process. Here are some additional onboarding resources to help you learn more about the Client Management Console, client set-up, and AR/AP workflows:

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Follow these steps for ideas on how to build trust with your clients.