Can I set up the onboarding call before they make the full payment?

Short Answer: Yes, you can schedule the onboarding call before the client has made the full payment, but you should wait to provide them with any credentials until payment is complete.

Full Explanation

Scheduling the onboarding call ahead of receiving full payment is acceptable and can help streamline the process with your client. This approach allows you to initiate communication, set expectations, and prepare both parties for a successful collaboration. However, it is important to maintain control over access by withholding any credentials or sensitive information until you have confirmed that the payment has been fully processed.

Step-by-Step Breakdown

1. Schedule the onboarding call once both parties agree to move forward, even if payment is still pending.
2. Use the call to discuss project details, clarify expectations, and answer any questions the client might have.
3. Hold back on sharing any login information, accounts, or credentials until the full payment is received.
4. Once the payment clears, provide the necessary credentials to the client to proceed with the work.

Real Examples

While no specific scenarios are listed here, the principle applies broadly: a professional can engage with clients early in the process to ensure a smooth onboarding experience but safeguards access to systems or information until contractual conditions, like full payment, are met.

Common Mistakes

• Providing credentials or access before securing full payment, which can lead to complications if the client does not complete payment.
• Failing to communicate clearly the payment conditions related to access, potentially causing confusion or disputes.
• Delaying the onboarding call unnecessarily, resulting in slower project start times.

FAQs

• Can I have multiple onboarding calls before payment? Yes, as long as credentials are not provided beforehand.
• What if the client delays full payment after the call? Access should remain withheld until payment is fully received.
• Is it better to wait until payment before scheduling the onboarding call? Not necessarily; scheduling beforehand can improve engagement and preparation.

Key Takeaways

• You are free to arrange the onboarding call before full payment is made.
• Do not provide any credentials or sensitive information prior to receiving full payment.
• This approach balances early client engagement with financial security.
• Clear communication about payment and access conditions helps avoid misunderstandings.