Client Onboarding

Client Onboarding

Client Onboarding

We think good onboarding is extremely important in business growth. This post is going to outline some good onboarding practices.

Before we get started I want you to think to yourself for a moment. How long does it take for you to onboard a new client? Research done by Karbon shows that that average accountant takes about 60 days to fully onboard. That is a lot of time for your client to change his mind and find another accountant.

We recommend taking significantly less time to onboard your new clients. Onboarding creates your first impression with your potential clients. If they are impressed they will stay with you long term. If they are not impressed they probably won’t be become a loyal client. We are going to outline a few things that you can do to quickly impress your clients so you can keep them for the long term.

Once you get a contract signed we recommend sending your new client a welcome packet. The welcome packect could be a digital or physical copy. A few things to be included:

  • Thank you letter – This doesn’t have to be anything elaborate but a handwritten thank you note will go a long way in impressing your new client. The letter doesn’t have to be long, simply telling them you appreciate their business and that you are looking forward to working with them is enough to make a lasting impression.
  • A Checklist – This should be a list of all the information you need in order to get them started. In the case of payroll, you will want all the business information including the federal and state numbers. You will also need all the employee information. Getting all the information needed for payroll can be a frustrating process so make sure to make it easy for your clients. Asking for information in small chunks is a great way to make data collection easier. We provide a free onboarding checklist for all of our partners. Contact for more information on how to make a good easy-to-use checklist.
  • List of reviews – Providing a list of good reviews that other clients have left you will help you instill confidence from your new client. It is a great way to make your practice look more impressive and professional.
  • Welcome Video – This is less important than the other items listed but if done correctly can really make a good impression on your client.

Wait about a week after sending out your welcome packet and if you have not heard from your client have a checkup call with them. This call is a great time for you to try and get a little more necessary information. Make sure to try to get the most important information first.

Pro Tip: If your client has recently signed up try and get them to run payroll as soon as possible. Even if you do not yet have all the state withholding id numbers needed. You can get the state number after payroll has already been run. By doing this you will start making money sooner and it will also make it harder for your new client to go to another accountant.

We think Payroll Hive is the best solution for you. Contact us today for a demo of our full-service software.