A smooth onboarding process sets the foundation for a great working relationship. Here’s a concise guide on how to efficiently gather client information and manage passwords securely.
1. What does your onboarding process look like?
Once an agreement is signed, TCs typically schedule a video call or communicate via email to finalize the setup. This ensures everything is in place before work begins.
2. How do you gather client passwords?
For security reasons, TCs prefer to use encrypted password-sharing tools rather than email or text. Some recommended options include:
- 1Password
- Bitwarden
- LastPass
- Dashlane
Clients can securely share credentials through these tools, ensuring privacy and security.
3. Do you use Google Forms to collect passwords?
No, Google Forms is not secure for sensitive information like passwords. Instead, TCs direct clients to use password managers or other secure methods.
4. What if a client prefers to email or text their passwords?
While not recommended, if a client insists, TCs advise them to use temporary passwords and change them immediately after setup. However, TCs always encourage a more secure method.
5. How do you ensure ongoing password security?
To maintain security, TCs follow these best practices:
- Encourage clients to use unique, strong passwords.
- Use two-factor authentication (2FA) where possible.
- Periodically update shared credentials.
- Avoid storing passwords in unencrypted documents.
By following these steps, Transaction Coordinators ensure a seamless and secure onboarding process for both myself and my clients.