How To Onboard New Clients - 4 Steps To Effective Client Onboarding
#ILCTV #clientonboarding #onboardingprocess
As we've been growing our business, we have had the pleasure of serving and onboarding over 300 high-ticket clients for our coaching business. In this week's video, you will learn and understand the four steps to have an effective client onboarding process for your coaching business.
The four steps to having an effective client onboarding process are:
1. Help them to not have buyers remorse
2. Put your clients in a position to finish your program
3. Create a clear expectation of working with you
4. Over-communication is the key to a successful onboarding client process
A Smooth and Professional Onboarding Process
In order to make the onboarding process simple and easy, send your client a checkout page for them to sign up instead of sending over an invoice. If you want to look professional, you want to have a sales page or a checkout page ready to go, and once they sign up, they immediately need to go to a thank you page/upsell page. Your client needs to automatically be sent your client agreement so they know and understand how your coaching program will go.
Set Up Your Notifications
Once you have a new client, you want to make sure that they're getting all notifications that are relevant to their learning process. Email automation, text messages, etc. This helps to notify them of when classes are starting, it helps them to see and find the Facebook support group. You want to make sure that you're communicating with your new tribe of buyers! Make them feel supported!
Have An Outstanding Orientation Process
Never assume that your client knows everything! Your orientation process should be the most important because it makes sure that your client shows up for their classes and lets them know that this is an important investment that they're making into their lives and into their business. They know how they're going to receive messages and content, and how they can post and ask questions.
Create An Unforgettable Follow Up Process
You want to make sure that your clients have the best follow-up process once they start working with you. One of the things that we do is that we send out gifts to our brand new clients, and those gifts can range from books or to personal gifts that match their personality and their likes. In order to do this, you need to make sure that you understand your clients and know what they like or don't like. Check-in with your clients, and make sure that you have a system in place to continuously follow up with them to make sure they're doing okay.
00:00 - Intro
01:09 - 4 Steps To Effective Onboarding
04:05 - A Smooth and Professional Onboarding Process
07:56 - Set Up Your Notifications
08:58 - An Outstanding Orientation Process
10:47 - Create An Unforgettable Follow Up Process
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