69 | How to Organize Your New Client Onboarding Process

The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

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20d ago 23:42

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Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?

Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.

I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...

Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
Is there anything you can simplify in this process? Delegate? Automate?
Is each step documented? Are all links needed to do this process included in each step
Have you tested your documentation? As you test it, make any adjustments to improve it.

As you reflect on your current processes, identify areas for improvement by thinking about:

Is your money collection process effortless?
How do you get the information your client needs?
Do you have an email welcome or nurture sequence set up?
Do you need to add any appointments or reminders to your calendar?
Does your process create reassurance or safety for new clients after making this big decision?
Is it clear to your client what their next step is?
Does your onboarding give off "care and thoughtfulness" vibes?

Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.

If you want help documenting processes, join Organized Coach Academy today!

For links to the coach examples mentioned, click here.

76 episoder

#Entrepreneur #Business #Podcasting Education #Marketing #Professional Organizing #Specialist #Tracy Hoth | Certified Life Coach