{"id":74427,"date":"2020-05-17t12:00:52","date_gmt":"2020-05-17t16:00:52","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=74427"},"modified":"2020-06-18t10:08:43","modified_gmt":"2020-06-18t14:08:43","slug":"why-onboarding-matters","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","title":{"rendered":"the right way to onboard new clients"},"content":{"rendered":"
by jody grunden<\/i><\/p>\n onboarding is critical when it comes to bringing on new virtual cfo clients. it\u2019s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.<\/p>\n more: <\/b>how to audit 401(k)s<\/a> | four key financial metrics for growing any business<\/a> | transferring clients to a new employee<\/a> | why process is key to remote work<\/a> | innovate for the right reasons<\/a> | creative perks for remote employees<\/a> i don\u2019t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business. virtual cfo onboarding<\/strong><\/p>\n with new virtual cfo clients, onboarding is our opportunity to make a great, long-lasting impression on the client. we have eight weeks to prove to a new client that we know what we\u2019re doing and that our approach works. we want them to see instant results whenever possible, particularly if they came to us because they were experiencing cash flow problems.<\/p>\n we need to determine from the get-go what the client\u2019s key issues are and why they need our services. we need to determine the company\u2019s risks. are they experiencing cash problems? are they buying another business? are they growing so fast that they need someone to take ownership of their financial health? we need to identify their reason for coming to us and then be sure we tailor the onboarding process to their unique, individual needs.<\/p>\n good communication is important throughout the entire engagement with a client, but it is especially imperative during the onboarding stage. we meet with the new client several times a week.<\/p>\n each client has their own way of doing things internally as well as their own individual needs. we want to learn as much as we can about the client, how they are unique and what makes their business run.<\/p>\n we also want to fully understand their existing process while simultaneously introducing them to the way we do things. it\u2019s important that we educate clients about what we do, how we do it and what we stand for.<\/p>\n<\/a>how do you want your new virtual cfo client to feel?
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\nour clients need to trust us and know that we have their best interests in mind at all times. building that type of relationship begins on day one \u2013 it starts with onboarding.<\/p>\n