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Using pipeline templates: New Client Orientation

Purpose: this pipeline is intended to help you track onboarding new clients. If you have an orientation process with new clients, or you have to complete a series of activities with them before starting regular work, you can track their progress in this pipeline. Financial planners, personal trainers, and life, business, and health coaches often have processes they need to complete with new clients; they can use this pipeline to track their progress and make sure they complete the necessary steps with every new customer.

new client orientation

How It Works:

  1. Create the pipeline by going to your Customize your pipelines page. You can only reach this page if you are the admin or owner on an account. On that page, click “Create a new pipeline,” and start with one of our existing pipeline templates.
  2. When you convert a new client, attach a New Client Orientation pipeline to their contact record.
  3. As you work with your new client, progress them through the steps in your pipeline. If you'd like to change the statuses and custom fields to fit your process, don't be afraid to customize!
  4. Once a client is onboarded, you can move them into a closed status in the New Client Orientation pipeline.

Potential Customizations:

  • Filling out paperwork: if you need specific paperwork from new clients, or you need them to fill out a preferences sheet, track that information in the CRM. You can have a status called “Paperwork complete,” or a custom checkbox field listing all the paperwork you’ll need.
  • Client Profile: if you create a “profile” for your client during the onboarding process, you can keep their information in custom pipeline fields. For example, if you sell beauty products and you need to know if their skin type and the kind of makeup they prefer, you can create drop down fields to store that information.
  • Tracking Interests: if you sell more than one product or service, you'll want to track each new client's interests. You can create a check box list of your offerings and mark what your client is interested in. Later, you can use this check box list to determine who should receive certain offers, or what to bring up during your next session.

With pipelines, there are tons of different customizations that you can create. We listed a few suggestions above, but feel free to try anything out!

If you want to customize your pipelines but aren’t sure how to start, contact us and we’d be happy to help! If you already customized your pipelines but aren’t sure if you did it correctly, shoot us an email and we can let you know if we see any red flags. Finally, if you’re totally brand new to LACRM and aren’t sure how pipelines work, let us know. We’d be happy to walk you through all of the features of the CRM, and help you customize your account!

Next up:
Onboarding pipeline, template
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