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Client Management

Boss Up Your Client Onboarding Process

What is a client onboarding process and 6 reasons why you should have one

Don’t have a client onboarding process in your business? Maybe you’re not sure what it is? Maybe you have one, but keep losing clients throughout the process. Whatever your grievance, I can help with that. Stop losing clients because you don’t have a client onboarding process in place. Watch Day 01 from my Boss Up Series on the Client Onboarding Process. Day 01 – Boss Up Your Client Onboarding Process… Read More »What is a client onboarding process and 6 reasons why you should have one

The 3 Cs of the Client Onboarding Process

The 3 C’s of the Client Onboarding Process

Every entrepreneur should have an onboarding process. When new clients or even employees join your business there should be a formal process that introduces them to your services and helps them get up to speed faster on what’s next. If you don’t have an onboarding process or need to improve yours, you’re in luck, as here is what I’ve determined are the must haves in a client onboarding process. Auditory… Read More »The 3 C’s of the Client Onboarding Process

Your Onboarding Process Sucks, but it doesn't have to

Your client onboarding process sucks – here’s why AND how to fix it

Let me be the first to tell you that your onboarding process sucks. Most clients won’t tell you this. Instead, they’ll just leave or not refer your service to anyone or ask for a refund. And why not? If a service-based business has not put much thought into the client experience after money or credit cards have changed hands, what makes you think they’ll stick around? Here are just some… Read More »Your client onboarding process sucks – here’s why AND how to fix it