How's your client onboarding? · the skool CLASSIFIEDS

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How's your client onboarding?

I've chatted with quite a few B2B business owners lately about delegation and business systems, and one repeatable business function keeps popping up.

Client onboarding.

My hypothesis is that we get so focused on the sale, and then on delivering our incredible product, that we sometimes overlook how we welcome and nurture our client once they sign the check... and that's a huge mistake.

A few reasons why client onboarding must be a priority in your business.

1️⃣ Client churn.

If you find your client churn rate is high, it could be because they were confused or even felt neglected after handing over their money (been there myself). They don't see you buzzing behind the scenes getting ready to deliver, so they fill in the blanks themselves about how it will be to work with you. That story isn't always good even if it isn't true.

2️⃣ Buyer confidence.

Personally, I feel that the height of solidifying buyer confidence happens directly after payment is made. They bought because they believe you can deliver, but there is a vulnerability after the money is handed over that does need to be addressed through a welcoming, trust-building process.

3️⃣ Reducing future errors.

A great onboarding system extends beyond people and relationships: Information also tops the list as a vital focus for onboarding. This means a system needs to be in place to gather and centralize information. It should not live in people's inboxes, or even worse, in people's heads.

The thing I really love about the idea of client onboarding: Much of it can be automated and still be welcoming. I also think there are a lot of hidden bits that aren't necessarily top of mind, like custom welcome videos, email sequences, and other value-add surprises. The issue is, as busy business owners, we don't always have time to build a system like this because we're busy, well, being business owners.

Anyway, I've been getting geeky about this system in particular. So my Q to you: How is YOUR client onboarding?

PS: I'll be presenting on this next week in The Tuesday Session, where I share knowledge on B2B business delegation and systems. Check out my free community, High-Return Leadership, to see the schedule in your time zone.

Client onboarding? Never heard of her. 💅🏻

We book our kickoff when we can get to it. 🫣

Sooooo good... until we have to find a project file later. 😭

Absolutely flawless, dahling. 💍

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How's your client onboarding?