The ultimate guide to client onboarding

Apply a set of best practices to standardize the onboarding process and initiate long-term success.

Use this template to plan a personalized experience, put forward easy-to-follow steps, accomplish one task at a time, and be with your customer every step of the way.

The template allows you to:

Understand your customer better
Reemphasize the value of your product
Improve communication and close loopholes
Create customer-centric goals
Set clear expectations
And more
Please enter your business email address
Product collaboration
Instant approvals
Big wins, more margins

Turn around proposals in a day than weeks or months.

Turn around proposals in a day than weeks or months.

Use the drag and drop interface, insert videos, and personalize your pitch.
Edit documents anywhere, any time, and on any device.
Save and reuse snippets to quickly build new documents.
Leverage Etilize content catalogue in quotes with predefined pricing and descriptions.
Manage objections in real-time and address customer concerns quickly.
Set up a timer on approvals and get legally binding e-signatures.

The template allows you to:

Create automated communication triggers when users go from one step to the other
Set up interactive walk-throughs to deliver contextual remediation to issues
Schedule follow-ups during customer inactivity
Call out features from your products to break out of stagnation
Build a knowledge base with customer feedback and update it frequently
Schedule tasks for regular check-in calls or emails

Join leading IT Partners who use Zomentum to design their proposals and close deals faster.

Thank you! Your submission has been received!
Please enter your business email address
Get a Demo
Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue