Clients Will Benefit From beyondboarding™


When we first started looking at the process of beyondboarding™, we focused on developing a process focused on the workplace.  Beyondboarding™ is an onboarding initiative that goes beyond orientation and takes a strategic approach to employee and organizational growth and development.

However, when we began to talk about beyondboarding™ with customers, prospects and colleagues we realized additional audiences can benefit from a beyondboarding™ approach outside of new or newly promoted employees.

This series will look how to initiate a beyondboarding™ approach with the following audience relationships:


The following are five key steps when beyondboarding™ a new client:

  1. RIGHT:  Any good partnership – especially one with a new client, requires the right fit — with products and services the client is offering or providing; the right talent – the folks working on the team or collaborating with you; and the right company – the reason you selected this client is because there is a culture match.  When selecting a client through the proposal process or pre-boarding phase, you must  ensure that they are the right people or organization to help you reach your goals and will ensure a ROI.
  2. KNOWLEDGE:  As important as it is for you to know the client you are working with, it is just as important for them to know your organization.  This should include things such as your formal and informal culture, values and vision, communication preferences, tips and tricks for working with the team, billing process and network access.   Gaining company and job knowledge from Day 1 helps employees become productive. About 89 percent of new hires lack the institutional knowledge required to get up to speed quickly and become effective on the job within their first 90 days. (Strong Start To Job Success By William C. Byham, Ph.D).  Image the ROI when your new client has strong institutional knowledge from the start.
  3. LONG-TERM RELATIONSHIP:  A new employee decides within three weeks whether or not an employer is a right fit; 4 percent of new employees leave a job after the first day; more than 20 percent of employee turnover occurs in the first 45 days. (The Wynhurst Group)Image the impact an onboarding program can have for a new client and the how you could kick-start your relationship by helping them to get to know you/organization from Day 1.
  4. CLARITY:  Like any good employee onboarding program, a new client needs to have focused clarity around roles, responsibilities, deliverables, expectations, and goals, as well as a deeper understanding of the organization to ensure there is no misunderstanding and alignment from beginning to end.
  5. COMMUNICATION: A good manager will also discuss with her new employee the best way to for them to have ongoing communication.  This is imperative in a client relationship, especially at the onset to ensure that nothing falls through the cracks, information is clarified, files and documents are sent and received effectively and, most of all, that everyone knows where they stand with the person, client or team members.  Discussing your communication strategy right from the start is a great way to set the foundation for how you will work together.

To make your client relationship a success, begin with a beyondboarding™ mindset.  Consider the five key steps above but remember that is only the beginning.  There are many other things that you can and should be to ensure success

Click here to read more about beyondboarding™ and some of the other components that work developing a long-term and successful relationship with your clients.

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