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The Best Client Onboarding Questions to Create a Good Experience for Your Customers

When you pick the right client onboarding questions, chances are that you’ll create a good first impression with your customers. That’s because a client onboarding process is similar to a first date.

A great first impression will get you a second date and many more in the future. The narrative is no different with your clients.

The first impression you create during the onboarding process will influence many of your potential client's decisions. For example, it will determine how fast the client will give you the instructions for the task.

Therefore, you must make a lasting first impression during the onboarding process. The only difference with a first date is that you don't have to feel the pressure. You can afford to be yourself because we have a guide on the best onboarding questions to create a good client experience.

What are Your Business Goals?

Every business is looking for ways to add value to its products and services. Therefore, the client will only make contact with you if they have the conviction that you can contribute value to their business. Rarely will a client contact you at random from nowhere? They must have either followed your work or done some research on you.

The challenge remains for you to identify the ways your client thought you could add value to their business. The onboarding process is your chance to get these answers.

Understanding your client's short-term and long-term business goals will help you understand the bigger picture. Also, don't be shy about asking for project-specific goals. It will make it easier for you to know where your services fit into the overall vision.

What is Your Ideal Project Timeline?

Statistics reveal that about 27% of projects fail because of inaccurate time estimates. Not discussing a project timeline with your client can lead to erroneous time estimates. The client may have the desired project timeline, but it may not bond well with your schedule.

The onboarding process presents a perfect time to set clear expectations for project deliveries. Let your client know your preferred project completion dates and whether the deadline is flexible.

It is easier to develop an agreeable project completion schedule now that you are on the same page on the timelines. It also minimizes the possibility of future conflicts with your client because of undelivered projects.

Who Are Your Target Customers

In modern times, personalization is considered to be a basic etiquette. Marketing statistics reveal that 71% of customers feel frustrated when a shopping experience is impersonal. Another 74% of customers are frustrated when website content is not personalized.

On the other hand, 97% of marketers witnessed a rise in business outcomes due to the personalization of marketing efforts. That includes improved customer relationships.

But what do all these statistics have to do with the client's customers?

At the end of the day, your client's customers are the ones who benefit from the services you offer your client's business. They are the target market for your client's social media services or the website you help your client design.

Therefore, it would be best if you learned important attributes about them. It will inform your personalization decisions on the services you offer the client. In short, when the client's customers are happy, the client is happy too.

Who Are Your Main Competitors?

If you want to be the best in your industry, you must study the competition and know what things they are doing better than you. Only in this case will you be studying the client's competition.

Studying the competition can provide valuable insights into how you can customize the client's services. In addition, understanding how your competitors operate will help you learn something about the industry. It will further inform your decision on the level of competitiveness your client faces.

If the competitor is ahead of your client, you can use some of their competitive advantages as a benchmark. It will also help you understand what strategies work in the respective industry and which don't.

What Are Your Competitive Strategies?

You are soon going to be part of the client's team. Therefore, you will be required to pull in the same direction as your client.

Things would be a lot easier for you if you knew what you are working towards achieving and the strategies employed to achieve those goals.

Learning the client's competitiveness will help you understand how your services add value to making these strategies a success. And how you can help achieve the specific goals outlined in these strategies.

What Challenges Do You Face Currently?

One of the best ways to help your client achieve their objectives is to assist them in addressing their specific challenges. Remember, the client needed your services because they were facing a particular challenge.

That’s why you should not assume the challenges they face when you can simply ask them. The onboarding process is a perfect opportunity to understand your client's specific challenges.

Automate Your Client Onboarding Questions

Now, there is no reason your client onboarding process should not be seamless, including the questionnaire. Remember how we talked about creating a lasting first impression? Here is your chance to win your clients over through automation in style with Dubsado forms.


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