Client onboarding process advice
Hey hey!
So we are wanting to grow our client app development branch and as such we really want to fine tune our client onboarding and requirement gathering process.
At the moment it's pretty manual (we use spreadsheets and Clickup for tracking projects and use Kanban for our development methodology). Besides that the requirements gathering process is a bit unstructured and we don't have one central tool we use for tracking projects, project milestones, etc.
What tools and processes (and even courses) would you recommend for a) improving our requirement gathering process and b) taking the manual pain out of tracking projects and their requirements?
Thanks!
The biggest mistake I see solo operators make is paying $50+/mo for Dubsado, HoneyBook, or Bonsai before they actually have a solid process. You can't automate a broken workflow.
Before I even looked at CRMs, I mapped my entire onboarding flow in Notion.
I built a centralized "Client Portal" with three main tabs:
Once the Notion dashboard was dialed in, clients loved the "premium agency" feel of having their own live portal. Only then did I realize all I actually needed to pay for was a simple Stripe link for payments and an e-sign tool. I saved myself $600+ a year in SaaS bloat.
If you're struggling with onboarding, don't buy a CRM yet. Fix the workflow first. I packaged my exact Notion onboarding architecture into a free template. Link is in my profile bio if you want to steal the layout, or just drop a comment below and I'll DM it to you!
I’m aware this is quite an old topic, but I will share some info in case someone is looking for a similar solution.
Full disclosure: I am currently working on developing DocsCube, a B2B sales process automation software.
With DocsCube you can create client onboarding automation that follows your requirements in minutes!
What can be automated?
Post Demo Follow-up
Proposals & Quotes
Customer Onboarding Process
Campaign Setup Checklist
Client Mutual Action Plans
How? It is simple process of forming your client onboarding flow in 4 steps:
Step 1: Choose pre-built Deal Room template or create your own
Step 2: Identify the Key Steps in Your Client Onboarding Process
Step 3: For each phase define tasks, responsibilities and processes
Step 4: You are ready to launch onboarding process for a new client in just one click
Feel free to try Sales Process Automation . Additionally, I would be more than happy to schedule a call to assist with the automation setup.