Your Ultimate Client Onboarding Guide for 2025

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Your sales and marketing teams work tirelessly to engage new prospects and nudge them toward becoming clients. The hard work pays off and new clients join your company.

But now what?

Your job isn’t done once you get clients to sign on. You need to create a client onboarding process to welcome them to your company, give them important information, and more.

That’s why we’ve created this client onboarding gcash database to help you get started. We’ll cover everything you need to know, including:

What is client onboarding?
Why does onboarding new clients matter?
How to onboard new clients
Preview of client onboarding guide

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Keep reading to learn more!

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What is client onboarding?
Client onboarding is the process of welcoming new clients to your business. The client onboarding process enables you to provide clients with the necessary information they need and to start building a relationship with them.

Why does onboarding new clients matter?
The new client onboarding process plays a pivotal role in maintaining clients for your business. Here’s why you’ll want to onboard clients:

It helps you build relationships: Think of client onboarding like going on a first date. You want to make a good impression and take the time to understand your client’s needs and goals.
It makes your business more efficient: An established client onboarding process keeps your team from scrambling to help new clients get settled. You’ll reduce confusion and stress when your team knows the drill for bringing on a new client.
It makes clients happy: Your new client onboarding process makes your clients happy. Not only does it tell them that you’re professional and organized, but it makes them feel valued by your company because you take the time to welcome them and get them settled.
It reduces customer churn: Poor onboarding is one of the top reasons clients churn within the first 90 days. Having a solid onboarding process prevents customer churn and keeps them engaged.
Onboarding new clients is crucial for helping your business maintain those clients in the long run.

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8-step new client onboarding process to make clients feel welcome
Next in this client onboarding guide, let’s dive into creating a top-notch onboarding process. Here are eight steps on how to onboard new clients:

Send a welcome message
Set your expectations
Make sure all legal documents are in order
Create an assessment for your clients
Have a client meeting with your team
Deliver a welcome package
Plan check-ins
Gather feedback about your client onboarding process
Let’s dive in!

1. Send a welcome message
One of the most crucial components of this client onboarding guide is sending the welcome message. A welcome message sets the tone for your partnership with a client and sets a positive first impression with them.

Your welcome message doesn’t need to be over-the-top. You’ll need to include important information like:

A welcome greeting that fits with your brand
A reminder of what they signed up for (this is especially important if you offer multiple products or services)
Contact information for customer service
A message about your excitement about working with the client
Sample of a written onboarding email to a client

Sending a simple welcome message ensures your clients know you’re excited to work with them and that you value them as a customer.

2. Set your expectations
Once you’ve welcomed new clients, it’s time to dive into the nitty-gritty –– that starts with setting expectations. You must review those expectations with your clients, so their expectations are realistic.

You can follow up your welcome email with an “expectations” email where you outline what you provide for the client. This step is crucial if you provide multiple services for clients –– it ensures there isn’t confusion about what you include in the clients’ package.