Overview

Client Onboarding is an activity scheduling and communication application for new clients.

• Use event content provided, modify or create new client onboarding events
• Workflow provides for tasking of others to conduct events
• Tailor schedules one on one or by job class
• Manage, track and document completion of client onboarding events
• Collect input

We believe clients are the key to success. Once an applicant accepts a job offer it is in the best interest of the employer to provide the highest level of communication and support to the individual. Research has demonstrated that client onboarding techniques lead to positive outcomes for new clients such as higher job satisfaction, better job performance, greater organizational commitment, and reduction in stress and intent to quit. These outcomes are particularly important to an organization looking to retain a competitive advantage in an increasingly mobile workforce.

Client onboarding is used primarily for new clients and can be used for existing clients transitioning positions or for connecting an existing client encountering performance issues.

This is an intuitive, easy to navigate application that will simplify and improve the process of onboarding a client.

• Centralize and standardize company client onboarding strategies and objectives
• Create a library of client onboarding events with content important to your company
• Build Documents with intuitive easy to use tools
• Import existing client onboarding documents (i.e., event descriptions, position descriptions)
• Assign mentors, peers and associate each client with a manager
• Manage event scheduling
• Use the option for an “Client Onboarding Class” approach and group similar jobs to simplify and add consistency to event selection and scheduling
• Provide documentation that provides a clear description of the event subject
• Track return of event completion acknowledgements
• Set up automatic “Past Due” notices
• Collect and quickly act on comments/questions and enable ratings of progress
• Retrieve documentation easily
• Report activity

Client onboarding tactics are called events and include formal meetings, lectures, videos, printed materials, or computer-based orientations to introduce newcomers to their new jobs and organizations. Communication is a key success factor for every company. This App simplifies the process of communicating culture, strategies, objectives, policies, procedures and rules.

This application can be a key for clients to accelerate time required to become productive members of your team and to prepare for opportunities to succeed.

Just like you keep a watchful eye on your financials, developing plans and sound investments to get you where you want to go, it is important to do the same with your new clients.

Languages	English
Supported Environments	Desktop