69 | How to Organize Your New Client Onboarding Process

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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.