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

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

Power Partner Success with PartnerAlign—a PRM+

Turn around proposals in a day than weeks or months.

Integrate into the one-stop, single-login portal your partners want.
Become your partner’s favorite vendor, providing all the tools they need to close more sales.
Engage partners to bring in more revenue by assisting on deals and offering proactive support.
Upload essential sales collateral and product training materials that partners can share with their clients.
See partner revenue-generating activities and gain visibility into their sales pipelines.
Re-engage inactive partners by sharing opportunities and guiding them to close more end-client sales.

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