Client Onboarding Guide
Step-by-step instructions for seamlessly onboarding new clients to Brickwise
Client Onboarding Process
Identify Suitable Clients
Determine which clients would benefit most from the Brickwise platform. Consider clients who have recently purchased a home, those interested in tracking property value over time, or clients who want to stay organized with home maintenance.
Prepare Client Information
Gather essential client information that will be needed during the onboarding process, including email address, property details, and closing information (if applicable).
Customize Your Pitch
Tailor your introduction to Brickwise based on each client's specific needs and interests. Focus on the features that will provide the most value to their particular situation.
Onboarding Best Practices
Addressing Common Onboarding Challenges
Technology Hesitant Clients
For clients who are less comfortable with technology:
- Offer to conduct a screen-sharing session for guided setup
- Create simple, step-by-step instructions with screenshots
- Focus on a few key features initially rather than the entire platform
- Emphasize how the platform simplifies tasks they already do
Value Perception Issues
For clients questioning the platform's value:
- Share specific case studies of similar clients who benefited
- Calculate potential savings in time and costs
- Offer a guided tour of all features they get access to
- Position the platform as an extension of your premium service
Information Gathering Roadblocks
When clients struggle to provide necessary information:
- Create a simple checklist of information needed before starting
- Offer to input information from documents you already have
- Suggest starting with minimal information and building over time
- Explain how each piece of information enhances their experience
Maintaining Engagement
For keeping clients engaged after initial setup:
- Send periodic reminders about seasonal maintenance tasks
- Share market updates relevant to their property
- Highlight new platform features and benefits
- Recognize and reward active platform usage
Related Resources
Brickwise Demo Videos
Watch tutorials on how to leverage Brickwise features for your clients.
Client Retention Strategies
Learn effective techniques to maintain long-term relationships with your clients.