How to Onboard Your Clients Successfully?

These are the steps to set up your Clients in Swept for inspections and messaging.

Swept's 6-Step Process for Successfully Onboarding Clients:

1. Let them know change is coming and their participation will make a world of difference in the service you'll be able to provide

2. Provide them with an in-person demonstration (if possible)

3. Send "Invite" email through the Swept app

4. Provide the Swept+ Client's Messaging Video

5. Follow up in person to see if they have any questions

How to Onboard Your Clients

Best Practices

• Tell your clients in advance you're moving to a communication-based system and their involvement is key to providing proactive, quality service

• Make sure they are aware you are running a quality assurance program and you would love for them to be a part of it

• Let them know if other clients are already using it and the positive results it has had on the relationship and quality of service

Add and Invite the Client

You can add their name and email or phone number to invite them to set up their password. Details are outlined here. 

Follow Up With Your Client

Whenever you're introducing something new to clients, prospects or your own staff it's best to follow up to see how they are doing. 

• Do they have any questions?

• How are they finding the app/experience so far?

• Is there anything that could be better?

• Would they like to communicate at a set frequency? If so, how often?

The goal is to ensure your clients' needs are being met and that they are comfortable with the tool you just provided them. This will ensure all the work you just did to get them in the system was worthwhile.

If you have questions, please reach out to support@swept.com or ask a question in our chat bot.