Client Onboarding Documentation
Skills Used
Instructional Design, Technical Writing, and User Experience Design
Understanding of Client and Internal Needs
Project Management and Feedback Integration
My Role
In my capacity as a Marketing Operations Manager, one of my goals was to ensure that clients were provided with professional, timely, and relevant documentation during onboarding.
Our previous onboarding information was given to clients via email, with the requested information listed out in the body of the text. The primary issues with that outdated method is that emails can be missed, it's difficult to ensure the right person received the instructions, and the information doesn't look professional or well-thought out.
Using branded documentation implies that a corporation cares about its clients, as their needs were thought of before even beginning a partnership together. Providing documentation at the onset of the relationship ensures that the right actions are being taken by the client immediately, rather than waiting for a list of instructions via email.
Documentation
Click each PDF image to open the accompanying document.
