Sep 29, 2022

Client Onboarding Process With An App Development Company | Ft. GeekyAnts

Let's discuss the most crucial steps we follow in client onboarding process as an app development company and its importance for the growth of your business.
Charmy Dafda
Charmy DafdaTechnical Content Writer
Client Onboarding Process With An App Development Company | Ft. GeekyAnts


When outsourcing software development, onboarding is one of the most crucial steps you undertake. It is a quick showcase of the upcoming activities you can expect during the course of your project. If this is your first such experience, you might have a pressing list of questions that need answers.

In this article, we help you answer most of these questions.

As a mobile and web application developer with over 16 years of experience in the industry, we, at GeekyAnts, have onboarded clients from various global industries. This experience has led us to create an effective and holistic client onboarding process.

Let us begin with understanding what onboarding is, its importance, and the GeekyAnts way of doing it.

What is Client Onboarding?

Client onboarding is the process of an initial handshake where both the client and the application development partner get to know each other better. This is where the collaborative journey begins. Client onboarding includes clearing doubts regarding the project, signing important documents, and creating a thorough outline of the development process.

When you onboard with us, we try to make this process as easy and painless for you as possible. Our highest priorities are to focus on individual requirements and provide valued services. Hence, our client onboarding process reflects the same.

Why Is Client Onboarding Process Important?

The importance of client onboarding process can never be overstated. It is helpful to build a robust foundation for a project which is essential for the growth of your business.

The goal of the client onboarding process is not only to ensure customer satisfaction but also to prepare for long-term success with the product right from the beginning.

Some of the activities that make client onboarding process important include:

  • Understand the clients better to reduce client churn
  • Defining and finalizing the scope of a project early on to reduce scope creep
  • Identifying the point of contact to maintain effective communication
  • Ensuring compliance with regulatory requirements

Client Onboarding Process for App Development at GeekyAnts

We follow a tried and tested format that serves our clients. Here is a glimpse into each of those stages and how we manage them:

1. Understanding Requirements

If a project is undertaken without understanding the exact requirements, it can get confusing to keep a track of things and might also affect the quality of the product and delay the deadlines. That’s why we focus on working through this part first. We set up a meeting with you to understand your requirements for the product.

Our team of expert developers and designers then conduct a feasibility study of these requirements. We then communicate the findings with you to iron out any dilemmas related to what’s possible and what’s not. This is like creating a skeleton of the product with finalized features and functionality it will support.

2. Signing the Legalities

Once we are on the same page related to the product requirements, the next step is to go forward with the legal requirements. We formulate all the finalized project requirements into documents such as non-disclosure agreement (NDA), statement of work (SOW) agreement, master service agreement (MSA), etc. You just have to go through all these documents and sign.

We also create and send invoices and tend to the financial compliance requirements here. All these activities help enhance our mutual trust and smoothen out any legal roadblocks in the future. For example, we can also figure out and finalize how to escalate issues in the future, if any.

3. Project Management

We next finalize the course of the project development and how it will be managed. Based on the project requirements, we select the right project management model. We also promote agile software development whenever feasible to enhance the quality of the product. The entire project is divided into sprints monitored closely by the project manager using tools such as the Jira board.

This approach helps develop software faster and with minimum resources. It also allows us to add or delete any requirement during the development if needed. You will be able to be a part of this development process and monitor the progress.

4. Performance Evaluation

Evaluating the performance of the software development team is as important as tracking the progress of the project. It helps us stay committed to the delivery deadlines. We will create, finalize, and communicate a detailed plan of performance evaluation during the client onboarding process. You can be a part of this step and will be updated of every development once the project kick starts. This will ensure that the quality of the product is not compromised under any circumstances.

5. Feedback Gathering

Aligned to our goal of simplifying your onboarding, we value your feedback. You will be able to voice your concerns, to the assigned point of contact, throughout the onboarding process and beyond. We will cater to the requirements and solve issues as they arise. This step helps us improve our business processes and ensure smoother communication in and outside the organization.

How Can GeekyAnts Help You?

At GeekyAnts, we keep client requirements and satisfaction at the heart of the onboarding process. We ensure to create every stage of the client onboarding process inclusive and transparent. Once you onboard with us, you become a part of our team. All our processes are crafted to include valuable feedback from your end.

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