Believe.Digital needed to share specialized knowledge across a growing team while ensuring every client got the same quality experience. Tallyfy enabled them to scale, train apprentices remotely, and even take holidays.
Nearly one in four consumers abandon apps after just one use due to ineffective onboarding. Gartner Group research shows 80% of future profits come from 20% of existing clients, making retention critical. Successful onboarding requires personalized welcomes, understanding client expectations through surveys, outlining scope collaboratively, and maintaining contact after a month.
Client onboarding is the process for welcoming new clients into your business and ensuring they understand the services available to them.
Better customer onboarding creates a first impression that every business should aim to make with its customers - one that explodes and creates referrals.
Your client management software should be built on a repeatable process, yet flexible enough to adapt to specific client needs and situations.