Wowing Your Clients With an Onboarding Process, They Didn’t Know They Needed

Are you starting from square one with each client's onboarding process? Maybe you don't even have a process in place, and you're just winging it, piecing everything together, and hoping you've managed to tweak all the crucial parts of your contract correctly. In this episode, I show you how to get your act together with well-structured frameworks for seamlessly integrating clients into your business. If you are ready to implement standardized systems, establish clear communication channels, manage expectations effectively, and enhance your overall client experience, this episode is for you!

 

Topics Covered:

• Creating a digital welcome kit
• Standing out with a client portal
• Automated onboarding communication sequences
• Implementing onboarding surveys
• Using templates to avoid reinventing the wheel
• Importance of having a centralized repository
• Developing a documentation library for training videos

Have you created your library yet? If you enjoyed this episode, I would love to hear how you will start using templates and videos to help you lead behind the scene! 

 

Mentioned Resources

17 Hats

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.