7 Simple Steps To Supercharge your Onboarding Process. 02:18 Define expectations to your clients early and often. 03:06 Automate your client experience. 04:27 Gather the right information from your client. 05:30 Clarify the next steps your client should take. 06:32 Familiarize your clients with all your offerings and products. 07:33 Continuously assess your client's needs. 08:22 Follow up and get feedback from your clients.