Top 8 steps to Onboard New SEO clients from Any Industry to Improve Trust in 2023

Hey SEOs. Sharing this post here as I did in the Marketing Sub too as it might be helpful to many. A recurring topic here, whether you are in PPC, or SEO... is how to get clients. However, one of the most important factors linked to client acquisition is onboarding. The onboarding experience will determine your business's direction and influence the trust clients have in you and your business.

Onboarding is the process of introducing a new client to your business and establishing a relationship with them. It's an important step in the client-business relationship, as it sets the stage for future interactions and helps build trust between the two parties.

Here are the 8 steps we as an agency take with our SEO clients.

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1. Introduction: Begin by introducing yourself and your team, and provide a brief overview of your business and the services you offer. This helps the client get to know you and understand what you do.
2. Explain your process: Clearly communicate your process for working with clients, including how you handle tasks, deadlines, and any potential issues that may arise. This helps set expectations and ensures that the client knows what to expect from your work together.
3. Establish clear goals and deadlines: It's important to establish clear goals and deadlines for the project or work you will be doing for the client. This helps manage the client's expectations and shows that you are organized and reliable.
4. Review any necessary documents: If there are any contracts or agreements that need to be signed, make sure to review them with the client and address any questions or concerns they may have. This helps ensure that both parties are on the same page and helps build trust.
5. Set up regular communication: Determine how often you will communicate with the client and how you will do so (e.g., email, phone, video call). This helps keep the lines of communication open and ensures that the client stays informed about the progress of their project.
6. Provide regular updates: Keep the client informed about their project or work progress. This helps them feel included in the process and shows that you are proactive and responsive.
7. Address concerns and issues promptly: If the client has any concerns or issues, make sure to address them in a timely and professional manner. This demonstrates that you value their input and are committed to meeting their needs.
8. Seek feedback: Asking for feedback shows that you value the client's perspective and are open to improving your processes. It also helps build trust by demonstrating that you are committed to meeting the client's needs and expectations.

By following these steps, you can help build trust with your clients and establish a positive and productive working relationship.

Good luck with your onboarding process!

submitted by /u/SEO403
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