Why This Matters: 🤝
First impressions are everything! A smooth onboarding process sets the stage for a successful project and builds trust with your clients. It shows you’re professional and organized, which puts clients at ease.
The Two Approaches – And Why They Both Fall Short 🙅♀️
- Client-Led Setup: Clients handle everything themselves.
- 👍 Pro: Less work for you.
- 👎 Con: Can be overwhelming for clients, leading to mistakes and delays.
- Live Onboarding Call: You walk clients through everything live.
- 👍 Pro: Very professional, builds confidence.
- 👎 Con: Can be time-consuming and nerve-wracking if you encounter issues.
The Power of a Balanced Approach ⚖️
This is where the magic happens! Combine the best of both worlds:
-
Create a Client Access Guide:
- Provide clear, step-by-step instructions for signing up for required tools and platforms.
- Include details on plans, disabling two-factor authentication, and unlinking Google Sign-In.
- Offer this guide before the kickoff call so proactive clients can get a head start.
-
Host a Live Project Kickoff Call:
- Walk through the Client Access Guide together, ensuring all credentials are correct.
- Log in to each platform live to confirm access and address any questions.
Banishing Onboarding Nightmares: 2FA & Google Sign-In 👻
- Two-Factor Authentication (2FA): Your worst enemy! Disable it during the onboarding call for smooth sailing later.
- Google Sign-In: Convenient, but a potential headache. Encourage clients to use standard logins where possible to avoid 2FA roadblocks.
Level Up Your Process 🧰
- Notion: Create a slick and shareable Client Access Guide. [Link to Notion Template]
- Calendly: Let clients easily schedule kickoff calls. [Calendly Link]
- Slack: Centralize communication and keep everyone in the loop. [Slack Link]
- Password Manager (like Bitwarden): Securely store client credentials. [Bitwarden Link]
The Bottom Line: This balanced approach saves time, reduces stress, and impresses clients. It’s a win-win for everyone! 😄
