As a software development company, your goal for onboarding new clients should be to make the process as easy and painless as possible, focusing on their individual needs and providing them with value.
No doubt they will have questions about your process: where to go for information? Who is working on what? How do they know if you’re delivering on your promises? Etcetera. It’s your responsibility (and opportunity) to educate them, answer common doubts and questions, and provide them with everything they need to get started.
All of this combined confirms that their decision to go with you was a good one, and will allow you to begin work on the project without a hitch.
We designed this template to facilitate the complete onboarding process for a software development company, using automation to reduce the workload for both you and your client.
With our robust conditional logic, you’ll also be able to deal with the individual needs of your clients more readily, saving you even more time by automatically creating specific tasks for specific client scenarios.
The process outlined in this checklist will form the backbone of your client onboarding workflow, allowing you to wrap everything up neatly and rest assured you’ve done the best job possible in bringing new clients on board.
Let’s get started!