Making the client onboarding process successful is crucial for any service company.
When done well, your onboarding process is the mechanism through which your business development and/or sales team does an elegant handoff to your service delivery people. This instills confidence in your offering, and makes your new customer glad to have signed on with you.
Getting your client onboarding process right—especially when your service is offered remotely from a globally distributed team—is even more important and difficult.
Below, I outline three principles we’ve kept in mind while structuring our onboarding process, a process that we see as foundational to Prialto’s success.