Ep 63 - Client Onboarding Done Right
from WĀ-HINE Hosted by Sandra Julian | Business Coach
Why bother with client onboarding, you ask? Here’s some advice from an agency owner who’s done the miles: CLIENT ONBOARDING IS A MAKE-IT-OR-BREAK-IT MOMENT. No, I’m not being over-dramatic. See... If you get it right, you’re guaranteed to have a happy client for life, who will -no doubt-refer you on. But, if you get it wrong, they’ll be taking their business elsewhere at the first opportunity they get. Think about the implications of that. 🤔 Which, of course, begs the question: HOW DO YOU DO CLIENT ONBOARDING THE RIGHT WAY? Let’s expand on our recent ‘client talk’ and find out why having a good client onboarding process is not just another thing on the to-do list! If there is anything in today’s podcast about client and team onboarding (or something in one of the previous episodes) you want to discuss or you've got some further questions, just reach out. Here is the link. You can leave a video message or a simple old voice message or even a text. I would love to hear from you. In this podcast I also mention some previous episodes this podcast is building on. You can find them here: Why you should embrace simplicity in business? Clients missing deadlines... again! To read the full blog post on this episode go to www.sandrajulian.co/podcast63 Running a business is not for the faint-hearted. There are challenges left, right and centre. But I’m here to tell you challenges are only challenges because you haven’t found an answer to them yet. The solutions could be a lot easier than you may think! Take my FREE AGENCY OWNER PERSONA QUIZ and find out how you can scale and streamline your business without compromising YOU! If you enjoyed today’s episode, make sure you hit subscribe and get new episodes as soon as they’re released. And if you listen on the Spotify or Apple Podcast app, then I’d appreciate it if you could rate the show and leave a quick review also if you're on the Apple app. Those 5 stars would mean the world to me and help get the show in the ears of more online service business owners. Connect with me www.sandrajulian.co Rate, Review, And Subscribe For More Business Wisdom! You can send me a message, question, feedback HERE Work with me You’ve built a thriving business through hard work and determination, yet you can feel you’re entering a new season. You’re ready for clarity, space, and support that honours your energy and helps you lead in a way that feels calm, intentional, and aligned with who you’re becoming. If you’re seeking a more easeful, intuitive way forward then private 1:1 Coaching is for you. https://sandrajulian.co/work-with-me/ Website: www.sandrajulian.co Instagram: www.instagram.com/sandrajulian.co Facebook: www.facebook.com/sandrajulian.co LinkedIn: www.linkedin.com/in/sandrajulian1 Music is Te Kawa o Rongo by Ngāneko Eriwata Episode edited by LJS Creative Services #PodcastManager Show notes & blog by Mattie Belsack from Bellbird Writing
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Why bother with client onboarding, you ask? Here’s some advice from an agency owner who’s done the miles: CLIENT ONBOARDING IS A MAKE-IT-OR-BREAK-IT MOMENT. No, I’m not being over-dramatic. See... If you get it right, you’re guaranteed to have a happy client for life, who will -no doubt-refer you on. But, if you get it wrong, they’ll be taking their business elsewhere at the first opportunity they get. Think about the implications of that. 🤔 Which, of course, begs the qu...
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