A Practical Guide to Onboard New Clients as a Small Business.

Client onboarding is a crucial phase in each project. Though you’ve converted a new lead into a new client, how you onboard them can help ensure successful outcomes. 

In this free guide, discover how to introduce an effective onboarding process, including the steps, tools, and systems you need.

Fill out the form to get your free copy 👇

Essential tips for setting up a successful customer onboarding experience

When onboarding a new client, your first objective is to create a stellar first impression by providing a one-of-kind onboarding experience. 


So how do you provide your customers with an excellent onboarding experience? 

This guide covers the basics of customer onboarding and why it is crucial to structure and streamline the whole process. 

Get Free Ebook ->

What's inside?

  • A step-by-step customer onboarding guide.
  • Proven strategies for building relationships when you onboard new clients.
  • How to provide security to your customers for the long-run.
Get Free Ebook ->

Get to know Clustdoc:

Clustdoc is a professional Client Onboarding and Verification Software.


Many teams use Clustdoc to orchestrate, run and manage repeated industry-specific onboarding workflows with clients or stakeholders.

With Clustdoc you can:

• Automate routine workflows - no more paper documents

• Get rid of manual tasks and decrease approval lag time

• Stop chasing data and files across multiple tools

• Improve customer engagement and satisfaction