I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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Welcome to my guide on onboarding a new client in Dubsado! As a business owner, you know that first impressions matter. When getting started with a new client, it is imperative to have an onboarding process that lets your clients know how you will work together to accomplish the terms of your contract. Onboarding new clients is the first step to building a strong relationship with your clients, and it’s important to get it right.
I’ll walk you through my tried-and-true process for onboarding a new client in Dubsado. I’ll cover everything you need to know to make the onboarding process a breeze. So, whether you’re new to Dubsado or a seasoned pro, let’s dive in and learn how to onboard clients like a pro!
The first step in my onboarding process is to send a welcome guide to my new clients. This guide includes specifics on my onboarding method and what they can expect when working with me. It also provides details about my business, such as my business hours and communication networks.
I use Dubsado templates to create my welcome guides. It makes it easy to customize them for each client while still setting them up to send automatically when a contract is signed. By sending a welcome guide, I set expectations and boundaries from the beginning, which helps ensure a smooth and successful collaboration between us.
In my welcome guide, I always include a questionnaire for my clients to complete. This questionnaire helps me to better understand their needs and goals, and it gives us a starting point for our kickoff meeting, which we’ll touch on in a bit.
After sending a welcome guide and questionnaire, the next step in my onboarding new clients process is to prepare their custom project hub in Kitchen.Co. This is where I manage all their project files.
To prepare the custom project hub, I create a new project in Kitchen.Co and add my client as a member. Then, I work on customizing the project settings to fit my new client’s specific needs. This could include establishing deadlines or making personalized task lists. After the project hub has been created, I send my client the invite link and give them a quick orientation on how to use the platform. I want to make sure they are at ease using this product and aware of how it works with the rest of our project management procedures.
We can improve communication and keep everything organized in one place by setting up a unique project center in Kitchen.Co. As a result, we can complete the job on schedule while communicating clearly. An important stage in my client onboarding procedure is creating a unique project center in Kitchen.Co. This step has proven to be quite successful in establishing a successful collaboration between myself and my clients!
Now that my new clients have a welcome guide and their custom project hub in place, the next step is to send them some homework to complete before our kickoff call. Not the homework you remember from middle or high school, though 😉. This homework enables them to begin evaluating how we can work together to attain their goals while also assisting me in better understanding what they need and their objectives.
The homework I send varies depending on the client and their specific needs. It typically includes questions about their business, target audience, and goals for working with me. To help me grasp their needs and business better, I also ask them to give me any relevant files, login information, or resources.
Once my client completes their homework, we schedule a kickoff call to discuss their answers and start creating a game plan. We review their questionnaire and go over their goals and needs in further depth during this call. We also set project deadlines and milestones and begin formulating a future strategy for our collaboration. The homework and kickoff call are critical components of my onboarding new clients process.
In addition to sending my clients homework to complete before our kickoff call, I also like to send custom check-ins and resources. These resources are tailored to my client’s specific needs to help them feel supported and informed throughout the onboarding process.
Custom check-ins are a great way to keep the lines of communication open with my clients. I typically send a brief email or message asking how they’re doing and if they have any questions or concerns before getting started. I also like to send my clients resources they can use to better understand my onboarding process and our collaboration. These resources can include videos, articles, and some of my blogs that provide helpful tips and advice. By providing these resources, I empower my clients to take an active role in the onboarding process and feel more invested in the project.
Utilizing custom check-ins and resources is a great way to show my clients I’m here to support them throughout our collaboration. By providing them with the resources they need to succeed, I build a strong foundation for our relationship and set the stage for a successful project.
Another great tool that I use in addition to Dubsado is Zapier. If you’ve never heard of Zapier, it’s a workflow automation tool that allows you to connect different web applications and automate tasks between them. In today’s fast-paced world, automation is the name of the game!
While Dubsado has certain automation within it, connecting it with Zapier and the other applications I use saves me and my clients tons of time. I use Zapier to automatically set up my new client’s Google Drive, mark them as booked in Dubsado, and drop the links to their client portal I set up in Kitchen.Co so they can access their projects easily. Using this automation in conjunction with Dubsado, Kitchen.Co, and my other applications help onboarding clients go as smoothly as possible for all parties involved.
Onboarding a new client in Dubsado can be a daunting task if you don’t have a system in place, but with the right tools and processes, it can be simple. You can speed up the onboarding process and make sure your clients feel supported and informed at every stage by using tools like Dubsado, Kitchen.Co, and Zapier. From sending a welcome guide to scheduling a kickoff call and customizing check-ins and resources, my process for onboarding clients is designed to make collaboration easy and effective.
Ready to start the onboarding process with me? It all starts with a discovery call. Contact me today to book yours!
To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!