Looking for something? Search for: Client Onboarding Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. How to conduct online ID verification in Australia December 2, 2024 - by Drazen Vujovic Verifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market. 7 tips to improve B2B SaaS onboarding (examples included) November 12, 2024 - by Drazen Vujovic Client onboarding in the B2B SaaS field is tough, but it gets easier if you use the right tactics. In this post, we’ll show you 7 ways to improve your onboarding process. B2B onboarding checklist template November 10, 2024 - by Drazen Vujovic A B2B onboarding checklist makes it easier to get your new project up and running. In this post, we’ll show you a template you can use for frictionless client onboarding. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. How to build an effective B2B customer success onboarding program  August 10, 2024 - by Sylva Sivz Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term. 6 tips for enterprise onboarding success July 26, 2024 - by Sylva Sivz Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers. How to verify your clients’ identity online July 5, 2024 - by Drazen Vujovic Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. Requirements gathering questionnaire (free template included) June 11, 2024 - by Drazen Vujovic Questions to ask in a requirements gathering questionnaire Why you need a client organizer and which one to choose May 27, 2024 - by Sylva Sivz Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post. How to improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions. Client-to-agent linking: how Content Snare eases the headache November 27, 2023 - by Steve Ash The ATO's client-to-agent linking process can be difficult for your clients to go through. Here's how to make it easier.
