Client onboarding isn’t just about welcoming a new client; it’s about setting the stage for a successful, long-term relationship.
One of the best ways to do this is by creating a client intake form.
In just a few minutes, you can create an asset that helps you onboard new clients efficiently and collects all the information you need to start working together in one place.
This is a guest post by Kyle Prinsloo, founder of Study Web Development.
What is Client Onboarding?
Client onboarding is the phase where you align your clients with your work style, processes, and expectations.
It’s also the time to gather crucial information about your client’s needs and objectives.
The Essentials of Client Onboarding
What You Need from Your Client
When you first start working with a new client, there’s a lot of information you need to gather in order to begin a successful project.
At a minimum, I recommend gathering the following:
1. Purpose and Goals:
Understand the client’s objectives, whether it’s an e-commerce site, a portfolio, or a blog.
Use a questionnaire to pinpoint the client’s goals, helping you tailor your services accordingly.
2. Target Audience:
Know who the client is targeting in terms of age, location, and other demographics.
Use analytics tools to gather data on the target audience, which can guide your design and marketing strategies.
3. Branding Guidelines:
If the client has existing branding materials, get them.
Create a shared folder where the client can upload their branding guidelines, logos, and color palettes.
4. Budget and Timeline:
Discuss financial constraints and project deadlines.
Use project management software to track milestones and budget usage.
5. Maintenance and Updates:
Understand the client’s long-term plans for the website.
Offer various maintenance packages that the client can choose from based on their needs.
Creating a Client Intake Form
Creating a client intake form doesn’t have to be complicated. Platforms like ClientManager offer customizable templates that can be set up in minutes.
Types of Questions to Include
1. Text Input Questions:
These can range from business nature to design preferences.
Keep questions clear and concise to make it easier for the client.
2. Image Upload Questions:
Allow clients to upload visuals that inspire them or fit their brand.
Use a cloud-based service where clients can easily upload images.
3. File Upload:
Enable single or multiple file uploads for important documents.
Ensure your form has a secure and straightforward file upload feature.
Sending the Form
Once the form is ready, simply copy its URL and send it to your client. You’ll be notified once they complete it.
Actionable Tip: Use an automated email system to send the form link and to notify you when it’s completed.
Effective client onboarding sets the foundation for a successful partnership.
By gathering all necessary information upfront, you align expectations and avoid misunderstandings.
Always follow up with your client after they’ve completed the intake form to clarify any ambiguities and to confirm the next steps.
By implementing these tips and strategies, you’re well on your way to streamlining your client onboarding process.