Streamline your onboarding process with airSlate SignNow's crm contact management in onboarding forms

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in this video i'm going to be explaining how to manage your client onboarding process inside of monday.com i'll be recommending a suitable template board how to edit that template board to be more applicable and how to tie in your onboarding process with your existing crm system welcome crm crew my name is nick just before we get into the video if you are signing up to monday.com for the first time it would be greatly appreciated if you could use my link below it really does help the channel out so without further ado let's get straight into the video so once you log into monday.com of course you will come to the home screen now like i said in this video i'm going to be explaining how to manage the clients onboarding inside of your monday.com system this is obviously a really really important process for any business so let's go ahead and move over to the workspaces in the top left hand corner here and we can go ahead and add the template just before i go ahead and do that i just want to explain that i'm going to be using the crm side of things inside of monday.com as well as i'd strongly recommend using both the crm and the onboarding process as they tie in really nicely between the two and it works really really well so what we want to do is go to the add button at the top and go to choose from templates search in the top left hand corner just search onboarding and you can see down the bottom here we have got the customer onboarding just go ahead and press the use button this will take a moment to load and there will be two boards that load and i'm going to explain how though how the board works the board that we're going to be using and then how we can tie into our crm as well so as you can see the onboarding or the customer onboarding has now loaded i'm just going to drag this to the top here and then use the drop down menu or open the folder up again you can also see we've got contacts now if you are doing the customer onboarding insidermonday.com and you've got your crm system elsewhere then definitely by all means go ahead and use the contacts it's exactly the same as the contacts inside of the crm i however like i said i'm going to be connecting this to our crm system so just use a three dotted button and go ahead and delete that board so now we are left with the customer onboarding and we've got our crm system down the bottom here now as you can see this is the customer onboarding process or page and what we want to do is customize this to fit our business processes or our onboarding process but just before we do that let me explain why i wanted to use the crm system so you can see here this is client and this links directly to the contacts board that we just deleted but we can also link it to the contacts from our crm and that is absolutely what we want to do with our onboarding we're obviously going to have contacts associated with the onboarding it may just be one who is our point of contact or there'll be multiple people involved in the project so what we want to do is use the drop down menu go to settings go to customize board settings and then we want to disconnect it from the contacts board that we just deleted scroll down and you'll be able to see that you've got contacts in the crm area there you can see this column has reached its limit of connected boards as i am unfortunately on the free version but if you're on the paid version you can go ahead and press the connect boards button and that will connect to it so hopefully that is a good example and then you can change the name of this to maybe poc point of contact or anything else contacts involve whatever you'd like now once you've done that for contacts i would then recommend repeating the process for accounts so you could just go ahead and press the duplicate and duplicate the board and then you could call this accounts just call it accounts here so obviously we want to associate the account the actual client with our onboarding process as well so by connecting the point of contact or contacts let me just change it to contacts just for simplicity by connecting the contacts and connecting the accounts we can see all the contacts involved and the accounts as well now one other thing that i would recommend doing if you know how to is adding a button in the deals area and when the stage of the deal equals one you can press a button that says move to onboarding and the deal will be removed from the deals area and then head over to the onboarding area to manage all of the onboarding that would be a really really easy way of doing it without having to manually re-enter all of the data if you would like to there is a little bit of automation required but it is fairly simple so you've got that um connection made between the contacts and accounts and then you can set up the automation for deals as well now you can see why using the crm would be so useful let's work our way through the different columns inside of our onboarding process that exist at the moment so as you can see here we've got cs which i have absolutely no idea what this stands for but you can connect obviously a user inside of your monday.com system i'm just going to use the drop down menu and delete this and then we've got sales as well so you could see the sales individual that was related to that particular deal if you'd like to and then you could add an onboarding manager or something like that that was probably what ces was anyway that you just add an onboarding manager so you could have a sales a connection and an onboarding manager connection if you would like to now moving on from here i do just want to say it is entirely up to you how you want to design your customer onboarding board obviously no business is going to be the same when it comes to onboarding so feel free to work through all of the different options and all of the columns and make changes applicable let me just walk you through what already exists and then we can maybe recommend some changes additional information that you want to track so you can see here we've got onboarding dates and these are the days that the onboarding is going to take place and you can look at the calendar if you have got the paid version of monday.com and you can see when the onboarding is going to be going ahead and you can manage that ingly now we've also got progress and the progress percentage relates directly to all of these different status and all of these different status options here and i'll come on to those in a moment we also have contract value so what is the value of this particular contract or this particular onboarding this of course is going to be information that will come from the deals area so we also have package here this is gold silver and light but obviously it's going to be product related for your business you can obviously customize that whichever is most applicable however you'd like to manage it and then we have time zone as well which is actually quite interesting so if i think about this in relation to my business i work with businesses all around the world so having a time zone is actually really useful but for some businesses it may not be at all applicable so you can keep that if you'd like to or remove it remember that this is for onboarding so you're going to be in constant communication with the client so knowing when they're awake and when they're asleep is going to be very very important and then if we keep moving across here we've got all of these different status columns these are obviously here to be designed for your business to be customized ingly so we've got kickoff and that is working on it scheduled done and stuck structuring which again is just open to interpretation or it is open to customization this is very very general we've got implementation work schedule working on it done stuck asking for more info and then we've got training so if i were to think about these different status columns for my business the kickoff would be the initial business um consultancy side of things actually understanding how the business works and then the structuring would be kind of planning on my end how the crm system is going to look or how the training program is going to look and then the implementation would be actually either designing the crm system or creating the bespoke course and then finally it would be the deliverable of the product so be either showing people how to use the training product or it would be showing people how to use the system and then i could customize all of these status columns to meet how i would work as a business and that is of course what you want to do and then here we have the go live date so this is when we anticipate going live when the onboarding is going to be completed this could be a deadline date it's entirely up to you we also have live here and this is just a tick box i don't think it's going to be applicable because i'll come on to how we want to manage our columns in a moment and our different stages and then we've got qbr which i think actually means um quarterly business review i think and you can see it's scheduled here i strongly recommend do not manage this in the customer onboarding because once the onboarding's been completed that's it they're just a live client we want to actually manage that sort of information in the accounts area and we can see the quarterly business reviews that would be managed in accounts so i'm actually going to go ahead use drop down menu and just delete this column and the qbr date as well which was directly linked because i don't think that is applicable we've also got success metrics so employee engagement high revenue so what you're achieving or hoping to achieve from the customer on boarding onto your product or service so that is again going to be open to interpretation or customization now quite an interesting one here we've got risks so you can just as you can see brief was delayed two days if you've got any risks associated with this particular client you can log the information here now i really really like this uh final piece here which is estimated hours hours logged and then delta which is how many hours do you think it's going to take how many hours have you logged and how many have you got left so you can see here they estimated 10 hours it's taken 12 so they are minus two hours so they are in a deficit for that particular onboarding or a surplus depends depending how you look at it but that's quite a neat little feature there so if i move all the way back across hopefully you've got the idea about connecting your contacts and accounts to your crm you can see how some of this information would be really really useful now i also strongly recommend creating a status and i'll go ahead and do that now actually if we go ahead scroll to the far right hand side go and press the plus column create status let me drag this all the way to the very beginning because i think that is where i would want to have it and then what we would want to do is replicate all of these different stages so awaiting on boarding on boarding in progress paying customers or at risk it's entirely up to you how you want to manage this if these stages are not and i assume they're not going to be directly applicable to your business create them and then create a status now the reason i recommend creating a status is because we can then create a kanban view so if we go to add view and just go to kanban and then we can work off that status so that was the status we just created and we'll be able to see each record in each stage and we can drag them from one stage to another and it i personally really like the kanban view i think it makes it really easy to manage all the information it's also a different way of looking at things so that is why i recommend creating the status and replicating the different groups and then once you've done that you can then automate so if status equals working on it move or let's say if status equals onboarding and progress move item 2 onboarding in progress group and you can get really really clever with it and then you can just see everything moving automatically based on the status information so you can update from cat the kanban view and it will update on the board here just to keep on top of all of your information so that is how i would go about managing my onboarding process inside of monday.com i appreciate this video is very general it's gonna be impossible for me to make a specific video for your business um i've kind of gone off how my business would work and so let's say like i said we've got all of these different stages the kick off structuring implementation and training i would of course change those names to how i how my business would work the go live date for the end of the project and whether it's live or not and then also the package so what did they buy maybe crm implementation or crm training we've got the value so how much they paying and then on boarding date so when have i planned to do the development and also obviously the onboarding of this particular client so it's very very useful and i do think it is best served when connected to your crm because you could then go to your accounts and you'd be able to see that account on boarding and especially if you've got multiple products maybe you've sold them one product and they're already an account but you're doing an onboarding for an additional product you'd want to see that information in the accounts area so having everything connected makes a massive massive difference just before i end this video up top here we've got percent packaged here this is chart views and all of this i am on the page i'm on the free version if you're on the paid version you're lucky enough to be on the paid version you can access all of this information here so that would be additional ways of managing your customer onboarding of course estimated verse actual hours that'll be a very good insight into how things are going but this is the onboarding process this is how i would manage it and obviously customize the fields you collect and customize the stages if you are unsure of what fields you might want to track you would have as as maybe a suggestion additional information like login login information or login access you could have long form notes you could have time agreed time work which is already in there you could have documents sent so any documents sent to the particular client or have any documents received so sometimes i have to sign an nda and non-disclosure agreement and things like that you could have all of that information and you can manage that with the the customer on boarding how i would do that is actually mirror the files from accounts and just track it from the accounts area that means you will never lose any information and ultimately we want to get t onboarding where they are just a paying customer and everything is live or we do not want to end up in the at-risk or maybe lost on boarding or whatever the case may be hopefully this video has been of value and you can begin on boarding your customers seamlessly insidermonday.com and i will see you in a moment's time you should now all be set to manage your onboarding inside of monday.com and you can manage each of the different stages of onboarding to make the process as seamless as possible if you have enjoyed the video or found it at all useful please consider giving it a like possibly even subscribing if you have any further questions at all you are more than welcome to drop a comment below or you could email me as my details are in the description below and i will do my best to answer any questions you do have thank you ever so much for watching and i will hopefully see you shortly in the next video thank you and goodbye