Audio Visual Conferencing & Other Ways to Hold Client Onboarding Meetings

McLeanGallegos3937 | 2022.02.18 02:18 | 조회 8
Generally speaking, client onboarding is the process by which new clients and business partners are welcomed into companies. This is done by way of long-form conversations, as well as asking questions and providing answers to the best of all parties’ abilities. To say that the onboarding process is vital would be an understatement, not only due to the information shared but the fact that it can make a great first impression out of the gate. If you’re a business owner looking to make this process easier, there are several methods, audio visual conferencing included, that may help. Her are some of the ways that you can hold client onboarding meetings.

Work with an AV company. When it comes to technology, it’s never a bad idea to work alongside a professional. There are many businesses that specialize in audio visual capabilities, meaning that no matter where you are in the world, you’ll be able to call in and manage onboarding meetings with ease. There are numerous ways that this can be done, too, depending on a service provider’s capabilities. For example, cloud video allows users to connect from anywhere in the world, not to mention access data that’s stored in a cloud service. Users that are part of the same network can also benefit from portals, allowing everything from project management to troubleshooting to be done under one umbrella. Having audio visual company on hand will make client onboarding meetings easier to carry out.

Set expectations prior to onboarding meetings. Now that we’ve discussed audio video conferencing, and technology in general, it’s time to get into the meetings themselves. To begin with, set audio video conferencing companies before you onboard clients. For example, if you own a marketing company and are working with a business owner, it should go without saying that they have goals they’d like to achieve. Such goals can range from increasing their social media following across different platforms to improving their search engine rankings by way of SEO. Whatever the case may be, it’s important to establish expectations ahead of time so that onboarding meetings are better formatted and able to accomplish what they’re intended for.

Get AV conferencing equipment . Depending on the scope of your business, there’s a strong chance that you won’t be the only one working with a new client or business partner. Thus, it’s essential that you bring all relevant parties into client onboarding meetings. This will allow said client or business partner to meet your team, as well as learn who will be responsible for completing certain tasks. This goes a long way in offering transparency, showing that the work agreed upon will be conducted by trusted professionals. It will also allow your team to better understand the responsibilities they’ll be assigned.

Keep the floor open for feedback and questions. While you’re likely to do most of the talking, as a business owner, during onboarding meetings, this doesn’t mean that your future business partners should be silent. Thus, you should keep the proverbial floor open, allowing them to speak when need be. For instance, those that own and operate AV conferencing companies are likely to receive questions about technical support. If a particular service goes down or fails to perform as it should, there should be an expectation that said technical support will help. This is where further insight can be provided, not only keeping all parties informed but building trust in the process.

Establish a service-level agreement. Also known as an SLA, this is a contract that clearly describes the deliverables expected from all parties involved in a partnership. It will also detail availability, which will help with communication in the long term. SLAs contain various metrics, too, though these will vary on a case-by-case basis. TRT, or total resolution time, details how long a task takes to be completed. ASA, or average speed to answer, details how long an incoming call takes to be answered. Keep in mind, however, that the terms of an SLA can change over time. This may be due to a shifting in goals for clients, as they may feel like their initial investment can be better spent in another area.

With these tips in mind, you will be able to hold better client onboarding meetings, ensuring that the business partnerships you form will last. As mentioned earlier in this piece, there are different methods that you can utilize, including those in the world of technology like AV. To this end, you should give serious consideration to the idea of working alongside a video conferencing company. By doing so, you will have access to high-end tools that will make holding conferences, whether at your office or any remote location, a breeze. Furthermore, you and your employees will have access to troubleshooting that will correct any and all issues that arise.
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