Onboarding a New Key Client
A relationship manager is meeting a newly acquired key client for the first time to understand their needs, introduce the company's capabilities, and establish a strong foundation for a long-term partnership.
Dialogue
Listen and follow along with the conversation
Vocabulary
Essential words and phrases from the dialogue
roster
A list of people or companies, like a client list in business. Use it when talking about adding someone to a group, e.g., 'adding to our client roster.'
mutual
Shared by two or more people, meaning both sides feel the same. Common in business for agreements, e.g., 'mutual excitement.'
priorities
The most important tasks or goals right now. Use in meetings to discuss what needs attention first, e.g., 'our immediate priorities.'
streamline
To make a process simpler and more efficient. Useful in business for improving operations, e.g., 'streamline logistics.'
proprietary
Something owned and controlled by a company, like special software. Often used to describe unique company tools, e.g., 'proprietary platform.'
onboarding
The process of integrating a new client or employee into a system. Common in business for starting new relationships, e.g., 'onboarding process.'
seamless
Smooth and without problems or interruptions. Use it to describe easy transitions, e.g., 'seamless transition.'
comprehensive
Complete and including everything important. Helpful for describing full services, e.g., 'comprehensive support.'
Key Sentences
Important phrases to remember and practice
We're really excited to have your company join our client roster.
This welcoming sentence uses 'excited to' to show enthusiasm. It's useful for starting business meetings positively; the gerund 'joining' after 'to have' is a common pattern for expressing future actions.
The feeling is mutual.
A polite way to agree and reciprocate a sentiment. Very practical in professional conversations to build rapport; it's an idiomatic expression meaning 'I feel the same.'
I'd love to hear a bit more about your immediate priorities.
This invites information politely with 'I'd love to,' making it sound eager without pressure. Useful for needs assessment; 'a bit more' softens the request.
Our primary goal right now is to streamline our logistics operations.
States a clear objective using 'primary goal' for emphasis. Great for explaining business needs; the infinitive 'to streamline' follows 'is to' to show purpose.
We can certainly help optimize your warehousing and tracking systems.
Offers assistance confidently with 'certainly help.' Practical for service discussions; 'optimize' is a business verb, and the structure promises specific benefits.
What's the typical onboarding process like for a new client of our size?
Asks for details on procedures using 'what's ... like' for descriptions. Useful in onboarding talks; 'of our size' adds context about scale.
Our dedicated account team will work closely with your team every step of the way.
Reassures collaboration with 'work closely' and 'every step of the way' (idiom for throughout). Essential for building trust; future 'will' shows commitment.
I feel much more confident about our partnership moving forward.
Expresses growing assurance with 'feel confident about' and 'moving forward' (meaning in the future). Perfect for ending meetings positively; useful for summarizing feelings.