What questions should you ask clients during onboarding?

Absolutely! Schedule an alignment call with all important stakeholders to agree on priorities and respective success metrics. 1. Identify tasks to achieve priorities 2. Owner for each task 3. Timelines for completion Once 3 things are done, ensure that you keep up with follow-up calls in case anything changes.

It is essential to gather comprehensive information to build a successful relationship. Firstly, start by understanding the client's background, mission, and products or services. Clarify their objectives, goals, and target audience, and inquire about challenges on past initiatives. Discuss timelines, budgets, and decision-making processes, and establish communication preferences. Identify additional stakeholders. Address concerns or questions and outline the next steps in the process. Customize your questions to fit the unique context of the client, with the goal of developing a thorough understanding of their needs, objectives, and expectations.

Effective onboarding involves gathering essential information from clients to ensure a smooth and personalized integration process. Questions should include contact information, company information, project objectives, key stakeholders, existing systems, integration requirements, customization preferences, user roles and permissions, training needs, timeline expectations, success metrics, budgetary constraints, preferred communication channels, risk factors, data security and privacy concerns, legal and compliance requirements, preferred project management approach, feedback suggestions, emergency contacts, and next steps and expectations. Regular communication and collaboration are crucial for a successful relationship.

As a TAM, onboarding is a great way to kickstart client relationships. The key questions that I always ask my client are as follows : 1. What specific outcomes or objectives are you looking to achieve? 2. Are there any specific timeline constraints or deadlines we should be aware of? 3. Who are the key decision-makers and stakeholders involved in this project? 4. Are there existing systems or processes that our services need to integrate with? 5. Are there existing systems or processes that our services need to integrate with? 6. Have you worked with similar services/providers in the past? These points give me enough visibility into the client's past interactions and future goals.

I would definitely recommend arriving to the kick-off or onboarding call prepared with the clients' expectations, what success looks like in terms of KPIs and what timeline and milestones are needed in order to achieve the desired goals.

Ask the clients based on the project what typical challenges we may face down the line when carrying out the project and involving different stakeholders. Bring up some examples based on your experience and categorize risks starting from more critical to less critical.

I jokingly tell my customers that I'm of the age/hobbies/stage of life where I'm glued to my phone -- so I make sure they know it's ok to call/text/email/Linkedin to contact me. But I'll also make sure to point out they have an account "team", not just me. Making sure the customer has at least the name of a couple of other colleagues has typically been a help for me. For a communication strategy, I do like a mutually agreed upon follow-up date, or a cadence plan, wherever possible. If an ad-hoc meeting happens beforehand, great. Setting agendas, and putting them in the meeting invite is typically helpful.

I try to be as straightforward as possible, while remaining professional. When asking the question: ??What are your expectations from me, as a recruiter? This helps clients gain a clear and better understanding of what they are looking for. When they know what they need, it’s 50% of success. Just help your clients figure out their needs and then deliver.

Incidiría en realizar preguntas que permitan comprender las necesidades específicas del cliente, su contexto y objetivos: sus expectativas, desafíos actuales, y preferencias.