Small Business Growth: How to Onboard New Clients

Small Business Growth:

How to Onboard New Clients

By Fran Kruse, Website & Blog Writer

Sidekick Creative Copywriting Services


You've had significant growth in the first quarter of 2023. Way to go!
But wait. How do you ensure your new clients know all the critical information, have their questions answered, and are so satisfied that they will turn into loyal clients who rave about you?
Onboarding new clients isn't complicated, especially if you follow these simple six steps.



Educate Clients

Educate your clients about your services, tools and methods and what they can expect from you so there's no confusion.
Supply them with a welcome package or a reference handbook detailing the features and scope of your service. Also, describe the best way to contact you and the estimated time frame when they can expect a response.



Be Transparent

Be clear about your pricing, payment plans, billing schedule, and other important financial and time-sensitive information.
This will help build trust and avoid any surprises down the line.



Provide a Project Plan

If you're offering a service, provide a detailed project plan outlining objectives, milestones, people involved and timelines. This will help establish expectations and reassure clients they're in capable hands.
Having a project plan will keep all involved on track and accountable for producing results.



Schedule Check-Ins

Set up regular follow-up communication and meetings with your clients to discuss the progress, address any concerns, and answer questions they may have.
This presents a professional image, and clients will be reassured that they made the right decision to hire you. 



Be Responsive

Always respond to your client's emails, calls, and messages promptly.
This will show them you value their business and are committed to providing excellent customer service.



Ask for Feedback

Ask for client feedback on a regular basis. Ask specific questions about your offerings, staff, customer service, hours, etc. Asking focused questions will encourage clients to give you honest and detailed assessments.
If there are some less-than-stellar comments, don't take them personally. Instead, use the comments to assess your business and make adjustments and improvements. This will show clients that you value their input.



Final Thoughts

Onboarding new clients is the first step to establishing a successful relationship with them.

Remember, if they're satisfied with your services, they'll become long-term clients and recommend you to their network of family, friends and colleagues.


To know more about what we do and how we can help entrepreneurs like yourself increase customers and sales, visit our website or contact Debby of Your Connections Canada at