Client onboarding is important. Getting to know them and understand their needs, setting their expectations, and other essential tasks happen during this stage. But it can also take up a lot of your time.
The article below talks about how to automate your client onboarding process using contact forms to get answers to your key questions. It goes into more details on the reasons for doing this, provides a list of suggestions for fields you may want to include, gives advice on what to do in the meantime, and more. Streamlining your processes can be a big time-saver, so be sure to give it a read.
There’s a lot more to onboarding new clients than meets the eye. Sure, there are the major necessary evils, like invoicing, support and contracts, but have you ever thought about all the time you spend organizing emails, files, requests, logins, tasks and notes? The more clients and team members you add, the more confusing the whole thing gets.
Luckily there are so many tools and approaches you can take to make onboarding new clients a breeze, while keeping yourself sane and your clients happy. Here’s how forms can help you out.
Read full article: How To Automate Client Onboarding with WordPress Contact Forms