Onboarding Flows and Delivery Service

2: Do you have a clearly defined onboarding process documented?
This tells us whether your process is repeatable, or if you’re still winging it with each new client.

3: How do you communicate next steps to new clients after the sale?
We want to know if clients are getting a clear roadmap, via welcome emails, kickoff calls, forms, or videos, or if they’re left guessing.

4: Are any parts of your onboarding process automated or templated?
We’re looking for ways to reduce manual effort using tools like CRMs, form builders, and workflow automation.

5: How long does it typically take for a new client to get fully onboarded and into delivery?
This sets expectations and highlights any gaps that are slowing your time-to-value.

6: Who is responsible for managing the onboarding process and ensuring nothing is missed?
If there’s no clear owner, that’s usually where things start to break down.

7: Do clients know what to expect throughout the onboarding and delivery journey?
We’re assessing clarity here. A confused client leads to more emails, more questions, and more scope creep.

8: What common delays, frustrations, or drop-offs occur during your current onboarding?
These are your friction points. We want to uncover patterns that can be fixed with structure or automation.

9: Do you collect information from the client as part of onboarding?
If so, how? The format matters, whether you use intake forms, spreadsheets, or email threads.

10: If onboarding were 100% clear, smooth, and automated, what would improve most?
Think about better first impressions, faster delivery, fewer missed steps, and a stronger client relationship from day one.