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Ep #34: How to Create the Best Client Onboarding

An episode of the The Money Coach School Podcast podcast, hosted by Kendall SummerHawk, titled "Ep #34: How to Create the Best Client Onboarding" was published on May 17, 2024 and runs 19 minutes.

May 17, 2024 ·19m · The Money Coach School Podcast

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How you onboard new coaching clients may not be the sexiest topic in the coaching space, but it can easily be make or break for your business. Onboarding isn't just a nicety in your business, it actually plays a vital role in your ability to keep clients from getting cold feet and backing out of coaching with you.

 

And, an intentional onboarding process also helps you keep clients for longer, generating a wonderful client experience as well as powerful referrals that will drive your business forward. So, how can you use a simple onboarding sequence to build sustainability in your coaching business so you don't need to chase new clients?

 

Tune in this week to discover a simple but exceptional onboarding sequence that will save you time on marketing and money on ads by making it easier to retain the wonderful clients you already have. I'm giving you an unprecedented glimpse at my client onboarding sequence, and you'll even get a checklist you can use in your own onboarding process.

 

What You'll Discover:

 

Mistakes coaches make when they haven't prepared their onboarding sequence in advance.

 

The mindset required for creating real connection when onboarding new clients.

 

My simple but exceptional onboarding sequence that will help you keep the clients you adore working with.

 

3 secrets to help you jumpstart a simple and powerful onboarding of your new clients.

 

8 elements of my own onboarding sequence.

 

A checklist to help you create an exceptional onboarding sequence of your own.

 

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Join Kendall in her new, FREE workshop Coaching Edge: The 1% Shift That Opens The Doors To You Coaching Women Entrepreneurs, here: kendallsummerhawk.com/coach

 

And, check out Money Breakthrough Business Coach Certification Training if you want training in how to coach women entrepreneurs here: www.certifiedcoach.training

 

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