Description

The onboarding process is critical to building healthy client relationships. At Client Powered, we understand this
importance and provide a comprehensive client onboarding and engagement process that ensures your clients receive the
best possible service from the start of your relationship. Our process is designed to provide a seamless and stress-free
experience for your clients, setting the foundation for a long and productive partnership.
Our onboarding process includes a personalized welcome package that introduces your clients to your business and the
services you provide. We also provide an orientation session that familiarizes your clients with our platform and the
services we offer. Our team of experts is always available to answer any questions and provide support throughout the
onboarding process.
But our work doesn’t stop at onboarding. We also provide ongoing engagement to ensure that your clients receive the
best possible service delivery. Our team works with you to develop and execute a client engagement plan that fits your
unique business needs and client preferences. We use a data-driven approach to measure the success of our engagement
efforts and continuously refine our strategies for optimal results.
At Client Powered, we believe that client onboarding and engagement are critical to building healthy and productive
client relationships. Our comprehensive process ensures that your clients receive the best possible service from the
start of your relationship, setting the foundation for a long and prosperous partnership.

Key points

User Testimonial

Jessica Simon
Client Powered has been a game-changer for my accounting firm. The automation and transparency around client communication have made our workflows more efficient, and we’ve been able to provide better client experiences with the Client Health 360 feature. Highly recommend to any accounting firm looking to streamline their processes.