Designing an Onboarding Process That Sets Your Clients Up for Success & Scales Your Business

Built to Last

Did you know clients decide to stay in or exit a program within the first 0 - 90 days of starting? That’s right!

Clients aren’t waiting until the program is over or the contract is up…they are making their minds up during the onboarding process.

In this episode, I discuss building a legacy business as a high-performing female entrepreneur while balancing family responsibilities. I highlight the importance of the first 90 days in client engagement for retention in coaching programs and share effective onboarding strategies to ensure clients feel valued and connected.

We examine key factors influencing client loyalty and common onboarding pitfalls while introducing an eight-phase onboarding model that emphasizes personalized communication. I stress the emotional aspects of client retention, advocating for a focus on exceptional client experience as a core business element. Tune in for actionable insights to enhance client commitment and create a lasting, fulfilling business.

HIGHLIGHTS:

4:31 Importance of Onboarding

8:19 Client Feedback Insights

11:08 Common Onboarding Mistakes

15:06 Creating an Onboarding Strategy

21:19 The Eight Phases of Onboarding

31:40 Achieving Early Wins

35:43 Prioritizing Client Experience

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