Revamping Your Client Onboarding Process

Are you confident that you have all your client's contact information in a system that is easily accessible? Can you wholeheartedly identify all your client's goals and expectations? In this episode,  I share the key factors contributing to a successful client onboarding experience, such as communication, personalization, and managing expectations. If you are ready to kick your client experience off with a bang and stay on course, this episode is for you!

 

Topics Covered:

• Beginning your process improvement with a good heart
• Taking stock of your client onboarding process
• Four key things to do in your improvement process
• Finding the holes in your current onboarding process
• Common onboarding problems and how they can be easily fixed
• How to get clients to book their initial kickoff call
• The dangers of unrealistic expectations and lack of communication
• How to set the tone for the relationship
• Setting up follow-up calls and avoiding client abandonment

Does your onboarding process result in the understanding of your client's goals? If you enjoyed this episode, I would love to hear how you will start asking questions early to help you lead behind the scenes! 

 

Resource

6 Ways to Successfully & Seamlessly Onboard Your New Clients

 

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Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.