How it works

Imagine this: you’ve just landed a brand-new customer, and the excitement is palpable. But now comes the often cumbersome process of onboarding them into your system. ‘It’s a necessary step, but it doesn’t have to be a headache.

Let’s explore how you can simplify and automate this process while keeping it seamless for both you and your customers.

Step 1: Welcoming Your Customer

The first step is to direct your new customer to a customer onboarding form. Tools like Jotform make this process intuitive and straightforward. You have the flexibility to either send them a separate link to the form or embed it directly on your company’s website. Embedding the form adds a layer of professionalism and ensures a smoother customer experience.

Step 2: Gathering Relevant Details

Once the customer accesses the form, they’ll input all the relevant details you need to set them up in your accounting system. Whether it’s basic contact information, billing details, or any other necessary data, this step ensures you collect everything upfront, minimizing back-and-forth communication.

For businesses using platforms like QuickBooks, this data is key to maintaining accurate records and ensuring smooth financial transactions down the line.

Step 3: Implementing an Approval Step

Before the customer’s data is entered into your system, an approval step comes into play. This is where you or someone on your team reviews the submitted information to ensure it’s valid and complete. This step acts as a safeguard against invalid signups, fake entries, or incorrect data that could lead to complications later.

Step 4: Automating Customer Data Integration

Once you’ve approved the customer’s details, the magic of automation kicks in. The approved data is automatically added to your accounting system, such as QuickBooks. There’s no need for manual data entry, which saves time, reduces errors, and ensures consistency across your records.

Step 5: Notifying Your Customer

Finally, your customer is notified that their onboarding is complete. This notification can be as simple as an automated email or message that welcomes them onboard and confirms their account setup. It’s a small but significant touchpoint that leaves a positive impression and ensures they know their next steps.