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27d • General discussion
Here’s another quick update on my onboarding journey...
So today around 1pm I followed up with the client that I was about to onboard yesterday. When I called him, he actually told me he was just about to call me and let me know he was ready for the onboarding call since he wasn’t that busy. I told him if he had time now, we could hop on, but if he was busy we could push it to around 4 or 5pm. He said, “I’ll give you the priority,” so we went ahead and finally hopped on the call.
On the call, I explained everything I had done for him so far and showed him the QR code I created for his business to get more reviews. He tested it out and really liked it. The only problem with this client is that he’s not very tech-savvy. I sent him his GHL login details and since he wasn’t home, he joined from his phone instead of a laptop.
He eventually logged in, but he struggled with creating a new password and then couldn’t find the button to connect his Google Business Profile. I told him to just follow along on my screen, but he said my screen looked too small since he was on mobile. If he was on a laptop, it would’ve been way easier.
I then walked him through Launchpad and told him to click the option that says “connect your Google Business Profile,” but he still couldn’t find it. After struggling for a while, he suddenly left the call. I don’t think it was intentional — he had already told me his phone was about to die, so I’m guessing that’s what happened. I tried calling him right after, but his number said unavailable, which makes me think his phone just died.
So right now, he’s very close to being fully onboarded. My question is: since he’s not good with tech, what would you guys recommend I do? Should I create a tutorial video walking him step by step on how to connect his Google Profile and just send it to him? Or is there a way I can connect his Google Business Profile for him without him doing anything?
Also, I recorded the whole onboarding session, so I’ve got everything saved. Tomorrow I’ll call him again and make sure to finish the onboarding so he can start getting reviews.
Thanks in advance guys, I really appreciate any advice you can share. 🙌
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Here’s another quick update on my onboarding journey...
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