Good onboarding means the client knows what to expect and a new advisor quickly becomes effective. New Novi advisors complete the Novi Academy training.
What it means in practice
Onboarding is the process of introducing a new person – a client or an employee – to how the collaboration works: what will happen, in what order, what’s needed and where to find help.
Why it matters for your business
Good onboarding means clients know what to expect and deliver materials faster, and new advisors become effective quickly. Poor onboarding leads to delays, misunderstandings and drop-outs.
Examples and good practice
- Client: a clear timeline and list of required materials.
- Client: one contact person and quick answers.
- Advisor: training, materials and support at the start.
- Both: a short review after the first weeks.
How to use it in a sales conversation
After the agreement is signed, explain the next steps to the client: the brief, a preview on day 4, launch on day 5. New advisors complete Novi Academy training before going into the field.
