For partners

The ultimate guide to client onboarding

 Unlock the potential of client onboarding with our ultimate guide template! This resource is your roadmap to establishing a standardized onboarding process that guarantees success. With this template, you'll be able to craft a personalized experience for each client, ensuring they feel valued and understood from day one. By leveraging the strategies and techniques provided, you'll strengthen communication, eliminate any gaps, and align your goals with those of your customers. Ready to revolutionize your onboarding process? Download this template and take your client relationships to new heights.

Used by 156 people

Rated 4.5

We have got you covered

Download the ultimate guide to client onboarding and create a seamless onboarding experience.

This is some text inside of a div block.
Use this Template
No items found.

Key benefits of downloading Client Onboarding Template

Download the ultimate guide to client onboarding and create a seamless onboarding experience.

Seamless Onboarding Journey
Efficient Documentation Processes
Performance Tracking and Optimization
Proactive Support Measures
Customer Understanding Enhancement
Continuous Improvement Strategies

Frequently asked questions

Create automated communication triggers when users go from one step to the other
Set up interactive walk-throughs to deliver contextual remediation to issues
Schedule follow-ups during customer inactivity
Call out features from your products to break out of stagnation
Build a knowledge base with customer feedback and update it frequently
Schedule tasks for regular check-in calls or emails

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

More templates you might find useful
Get Up and Running with Deal-Winning Proposals in a Few Clicks
Explore how Acme Inc is advancing through digital sales transformation

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The ultimate guide to client onboarding

 Unlock the potential of client onboarding with our ultimate guide template! This resource is your roadmap to establishing a standardized onboarding process that guarantees success. With this template, you'll be able to craft a personalized experience for each client, ensuring they feel valued and understood from day one. By leveraging the strategies and techniques provided, you'll strengthen communication, eliminate any gaps, and align your goals with those of your customers. Ready to revolutionize your onboarding process? Download this template and take your client relationships to new heights.

Key benefits of downloading Client Onboarding Template

Seamless Onboarding Journey
Proactive Support Measures
Efficient Documentation Processes
Customer Understanding Enhancement
Performance Tracking and Optimization
Continuous Improvement Strategies
No items found.
The template is in transit. We've sent the PDF to your inbox.
Download Now

Turn around proposals in a day than weeks or months.

Turn around proposals in a day than weeks or months.

Use the drag and drop interface, insert videos, and personalize your pitch.
Edit documents anywhere, any time, and on any device.
Save and reuse snippets to quickly build new documents.
Leverage Etilize content catalogue in quotes with predefined pricing and descriptions.
Manage objections in real-time and address customer concerns quickly.
Set up a timer on approvals and get legally binding e-signatures.

Heading

This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.

Power Partner Success with Zomentum For Vendors

Turn around proposals in a day than weeks or months.

Integrate into the one-stop, single-login portal your partners want.
Become your partner’s favorite vendor, providing all the tools they need to close more sales.
Engage partners to bring in more revenue by assisting on deals and offering proactive support.
Upload essential sales collateral and product training materials that partners can share with their clients.
See partner revenue-generating activities and gain visibility into their sales pipelines.
Re-engage inactive partners by sharing opportunities and guiding them to close more end-client sales.

Heading

This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.

Drive Partner Growth and Boost Your Revenue

Optimize sales at the heart of all you do. Join the PRM+ that puts revenue and partners first.

Get a Demo

Join leading IT Partners who use Zomentum to design their proposals and close deals faster.

Get a Demo
Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue

Heading

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Superscript

Subscript

Close