3 Reasons Why Effective Client Onboarding is the Key to Success for SaaS Businesses

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Our aim is to give our clients back some of their time so they can focus on the key elements within their business. This then means they can concentrate on growth during the exciting (and sometimes overwhelming) startup journey.

For many Service as a Software (SaaS) businesses the operational tasks needed to be completed when onboarding a client can seem quite daunting and hard to keep track of. We have many years’ experience working with SaaS based businesses and so wanted to share our 3 reasons why effective client onboarding is key to success for SaaS businesses.

Reason 1 – You will be consistent in your approach

ADAVIRTUAL help clients put processes in place during the early stages of the company’s growth. We always recommend putting a process in place as early as possible as this allows for a consistent approach that can be used for all clients. 

You can then keep track of where your customer is on the onboarding journey and what is still left to action. You also know that all your clients are experiencing the same level of service. This will allow for some great feedback (see reason 2)!

Reason 2 – You will create positive customer journey

It is important for the customer to feel valued from the onset. The last thing you will want is a great sales pitch, the customer to buy-in to the product but then suddenly for them to be left in the wind during the onboarding process!

By having a process in place you will ensure that the customer feels valued, well looked after and not just a sales figure.

Reason 3 – You will be more efficient

The result of streamlining your process means you are able to acquire more clients efficiently. You can also maintain high levels of customer experience which will then lead to great reviews and recommendations leading to more sales!

Ada Obi3 Reasons Why Effective Client Onboarding is the Key to Success for SaaS Businesses
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10 Tasks You Can Ask Your Business Support Company to Assist You With

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If you are a startup or a small business and are thinking of using a business support company but you have no idea what sort of tasks they can help with, then this blog post is for you!

Many founders feel overwhelmed with the amount of tasks and admin involved when setting up their business (and throughout the growth stages). By hiring a business support company, some of these tasks can be handed over freeing up your time to concentrate on the key elements of the business.

This list is by no means exhaustive, but it should give you a good indication on the range of support available. There may even be some you are surprised at!

1 – Email Management

Emails are the preferred method of communication by many people and there is an expectation for responses to be timely. If someone is interested in your product or service, then the last thing you want is for their communication to be lost in the sea of emails in your inbox!

A business support company can help by managing the inbox, responding to any emails and flagging any that need your attention

2 – Calendar Management

As a founder (or as a team), your diaries may seem incredibly busy with client meetings and sales pitches. By having a business support company assist with your appointment making they can ensure that meetings are arranged factoring in travel, personal appointments and length needed for that type of request. This should then leave your days running smoother and more efficiently.

3 – HR Onboarding

If you are lucky enough to be hiring then it could be worth asking for assistance on the onboarding steps needed for a new hire. This can include assisting with the employee contracts, documentation and welcome packs needed before their start date.

4 – Invoicing & Payroll

Being paid and making payments (to suppliers and staff) is a very key element of any business but sometimes this can be pushed to the side. Ask your business support company to help manage this by them creating and chasing your invoices on your behalf. They may even be able to assist in payroll and things like employee pensions.

5 – Operational Onboarding

If you are in an industry such as Service as a Software (SaaS) then you may have many operational onboarding steps in order to get a client up and running.

A business support company, like ourselves, can assist in the steps required and means that your clients have a consistent and positive customer journey from the onset.

6 – Implementation and Streamlining of Processes

Setting up processes early on is key as it helps you work more consistently and efficiently. This will impact the way customers view your organisation. By working more efficiently, you also allow more time on sales and the elements of growth for your business.

7“Office Management” 

This can be anything from ordering goods and stationery for the office to organising events for the team (birthdays, incentive trips, hotel and travel booking etc).

8 – Organisation 

When you started your business you may have found that organising your documents, Drive and emails were not high on the list but now you feel stressed whenever you need to find something! The business support team can help put everything into a logical place and order which can help you be more efficient. This should help bring your blood pressure back down.

9 – PA Tasks

This falls under the more traditional things you may first think of when considering a business support company or virtual assistant. These tasks do include some of the earlier tasks of calendar and email management but on a more individual basis of the founder rather than for the company as a whole.

Tasks could also include research such as new office space, energy or telecommunication deals.

10 – Squad Goals

This is not necessarily a task you would ask for when searching for a business support company but we thought it was important to highlight companies such as ourselves are invested in your business too. We want you to succeed and for your business to grow!

We will work with you to make sure you excel at what you do.

Ada Obi10 Tasks You Can Ask Your Business Support Company to Assist You With
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