))
Designing an Onboarding Process That Sets Your Clients Up for Success & Scales Your Business
Manage episode 442260957 series 2987372
Content provided by Megan Huber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Huber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
Follow Megan Huber’s Socials:
LinkedIn | Instagram | Facebook | Book a Call | Consulting
245 episodes
Share
