Ep #34: How to Create the Best Client Onboarding episode artwork

EPISODE · May 17, 2024 · 19 MIN

Ep #34: How to Create the Best Client Onboarding

from The Money Coach School Podcast · host Kendall SummerHawk

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. RESOURCES:Subscribe to Feminine Money Mastery free on Substack: https://kendall-summerhawk.com/ >>Download Free Checklists, Templates and more: https://www.kendall-summerhawk.com/p/free-resources >>Join our Coach Certification Trainings: https://www.kendall-summerhawk.com/p/certification-trainings >>Explore our Money Trainings: https://www.kendall-summerhawk.com/p/money-trainings >>What question would you love for me to answer on the podcast, about money, pricing, or coaching? Email me here: [email protected] by money feminist Kendall SummerHawk, The Money Coach School Podcast challenges the outdated rules women inherited about money. Discover insights on self-concept and money, emotional money patterns, money coach certification, powerful money coaching questions, premium pricing, financial independence, and what becomes possible when women stop accepting the old rules around money and success. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.kendall-summerhawk.com

Episode metadata supplied by the publisher feed · Published May 17, 2024

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