Final answer:
Clients should be made aware of service connection intentions during an onboarding call, with clear communication about decision timelines and follow-up arrangements. Setting reminders to follow up is also an essential part of maintaining professional relations and ensuring the process moves forward smoothly.
Step-by-step explanation:
To effectively manage the onboarding process, it's crucial to make the client aware of service connection intentions during an initial onboarding call. This step ensures that the client is prepared and ready to provide necessary access for services to be connected. It's important for the company to communicate clearly when they plan to make their decision regarding the onboarding process.
Communication channels should be established, so the client knows how they will be contacted, whether that's through email, phone calls, or another method. Additionally, after an interview or discussion, it's common for the interviewer or onboarding representative to have follow-up questions; this should be anticipated, and time should be set aside to address them promptly.
Lastly, it's a professional courtesy to mark your calendar as a reminder to follow up with the client. This demonstrates reliability and a commitment to maintaining clear lines of communication throughout the onboarding process.