Client Onboarding Starter Kit
How to systemise and streamline client onboarding and turn clients into raving fans
Client Onboarding Starter Kit
How to systemise and streamline client onboarding and turn clients into raving fans
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Here’s the hard-to-swallow truth about client onboarding.
It matters more than you think. There are way too many service providers out there who are SO great at what they do, but their client onboarding is….meh.
They may be thinking, “well, it’s only the service itself that actually matters to keep clients happy.”
I hate to break it to you, but HOW that service is delivered matters more than you think. And I get why it keeps getting pushed down your to-list, I do, but if your goal is to truly wow your clients, you need to provide a seamless end-to-end experience, and their onboarding into your business is an important first step to get right in that journey.
If you keep manually trying to wing your onboarding process, fitting it in and around the other admin you have to do, or downplaying its importance because you have SO many other things on your to-do list, you’re not only creating more work for yourself, but you’re going to struggle to create that truly exceptional client experience that stands you head and shoulders above your competitors, turns clients into raving fans and keeps a steady stream of referrals coming to your door.
I’ve created something that will take you from overwhelmed and, let’s face it, a little bit disorganised, to efficient and exceptional in client onboarding.
It doesn’t need to be as difficult as you may think! I know I know, thank goodness!
When you download Client Onboarding Starter Kit, you’ll not only learn how to refine your client onboarding process, but gain access to the tools to allow you to deliver it to a high standard efficiently and consistently.
Here’s how it breaks down:
- Swipe our highly repeatable and customisable process that ensures that all the many steps to take a client from “yes, I want to work with you!” to ready for you to seamlessly deliver your amazing services with ease
- Never leave your client wondering “what’s next” or bombard them with communication because you forgot to ask for that password/asset or other piece of information that’s critical for you to do your job
- A structure that is SO easy to delegate out, now or in the future, but still gives you absolute visibility of what is going on, even at 11pm at night when you’re wondering “did that contract go out?” - because I know that micromanagement monkey on your shoulder can be hard to manage!
You will get access to:
- A blueprint of all the tasks you need to complete for efficient, effective and high-quality client onboarding in 3 different versions: a ClickUp template, Google Sheets and a CSV upload template for other project management tools
- A walkthrough video for how to implement, customise and use your templates
- A guide on how to create and customise a pretty dashboard (in ClickUp or Google Sheets) that gives you a birdseye view of every client’s status in their onboarding journey
ALL for the very low price of…. absolutely nothing! This is such a foundational and critical piece to understanding the transformative effect of systems in your business, WHILE positively benefitting your client experience. I truly believe that every business owner deserves to make life that little bit easier, which is why I’m giving it away for FREE.
You don’t just want clients to be lukewarm in their enthusiasm to work with you.
You want them to be wildly passionate to start your journey together and for your stellar onboarding process that you provide only reaffirms their excellent decision that your services are worth every penny of their investment. And I GET that, who doesn’t?!
You can go ahead and stop pushing “improve client onboarding process” down your mile-long to-do list – I’m going to show you how (and give you the tools!) to create that highly efficient onboarding process that stops that tiny bit of dread that creeps in when you have to find time to onboard a new client, so you can truly elevate your client experience while allowing the process to take up less brain space – because I know a million things are vying for your attention already!