Client onboarding software: 6 picks for solopreneurs + SMBs | Motion | Motion

As a freelancer, solopreneur, or small business, it can be hard to juggle multiple new clients. Getting clients up to speed as soon as possible is vital so you can start providing value quickly.

But if you don’t have standardized, streamlined onboarding processes, your inconsistent onboarding experiences may turn clients away before they’ve even fully committed.

What’s the answer? Client onboarding software.

A client onboarding tool gives you one portal to direct your customers through onboarding. It's a place for customers to access information, take product tours, and submit their approval. Plus, you can automate these tasks, so onboarding becomes a far less hands-on process.

Let’s dive into why you need a customer onboarding tool and which works best for solopreneurs and SMBs.

Why solopreneurs and SMBs need client onboarding software: the benefits

Client onboarding software can help solopreneurs and small to medium-sized businesses (SMBs) manage the load of inducting new clients.

Here's why it’s worth investing in customer onboarding solutions.

Standardizes the process

Many SMBs and solopreneurs find complex client onboarding challenging, as there’s often a lot to juggle. Organizations admit that their biggest onboarding issues relate to being overwhelmed by information during the process.

Client onboarding tools offer a consistent and repeatable process.

It doesn’t just reduce paperwork and related manual onboarding errors. Customer onboarding software allows you to deliver a branded experience that reflects your company’s professionalism.

Streamlines the process

Onboarding often involves a lot of back and forth, where clients need to submit and approve documentation and information. Manual processes and poorly organized workflows only make this harder. Nearly 40% of companies admit they have difficulties chasing clients for approvals.

Automated onboarding workflows can drastically improve the speed, efficiency, and accuracy of inducting new clients, while automated notifications and reminders keep things moving forward.

Speeds up client success

The quicker a customer is onboard, the quicker they get value from your products and services — essentially, the shorter the time to value (TTV). Client onboarding tools can help accelerate TTV.

As Mark Higginson, chief customer officer at Enhanced AI, explains, _“Time to value is all about how quickly customers can start benefiting from a product after they’ve started using it. When this happens quickly, customers are happier and more likely to stick around.