373: The Onboarding Client Experience Hack I Stole from Domino’s Pizza

When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professional onboarding experience: the weekly client update email, also known as the “Domino’s Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform how clients experience those critical first 30 days.You’ll hear practical ways to keep clients informed without overwhelming them, how to create more accountability inside your team, and why consistency matters so much when building trust during large money movements and account transitions. If your onboarding process sometimes feels messy, reactive, or stressful, this episode will help you create a system that feels smoother for everyone involved.In this episode you’ll learn:Why proactive weekly communication dramatically reduces client anxiety during onboardingHow to structure a simple “Domino’s Pizza Tracker” email your clients will loveThe internal systems and workflows that keep onboarding organized and prevent things from falling through the cracksBest practices for timing, consistency, delegation, and setting expectations during the first 30 days of the client experienceThis episode is packed with simple but highly effective ideas that can immediately elevate your onboarding experience without adding a ton of extra work. If you want clients to feel informed, confident, and cared for from day one, this is an episode you won’t want to miss.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.