Ep 78 - SOLO - Simple Client Onboarding - GRAPHICS_ Podcast Shownotes Wordpress Graphics (22)

Episode 78. Simple Client Onboarding

Subscribe: Apple Podcasts | Spotify | Google Play Music

Client onboarding is a critical first step when taking on customers within your business. Are you struggling with onboarding clients and making them feel at ease with the products/services they’ve purchased from you? In this episode, I’ll walk you ways to make Client Onboarding a breeze and give you some tips that have worked for me in building my business!

In this episode, you’ll learn:

  • Things you’ll need to ease your onboarding process from Day 1.
  • How your onboarding process can help you stand out from your competition and ultimately land MORE clients.
  • Not every onboarding process is the same…..they should vary depending on each thing you offer.
  • My R.O.A.D. to Scalability method- Recognize, Optimize, Automate, Document & Delegate- and how it can simplify your onboarding processes.

Check Out- Episode 05. ROAD To Scalability
Check Out- Episode 62. Stop Using 8 Systems
Interested in a Kartra 14-Day Trial? Your Online Business Made Easy
Become a member of our “Hustle to Flow” Tribe Community- www.hustletoflow.co/community

Brittany’s Client Onboarding Workflow 

Quote from the show-“If you have a smooth onboarding process, if you are super-organized, if you have checklists, if you walk them through an experience, you’re going to stand out over top a lot of people. So, not just the service you offer, and your value that you’re going to bring. But, because of your process and how organized you are on the backend…..they’re going to feel more taken care of that you’re an organized person, organized business owner, and then they’re going to feel more confident for doing that investment with you.”

Our Links & Things

The Free Resources: www.bcohq.co/resources

Website: bcohq.co

Days By Design: b.link/daysbydesign

The Productivity Pod Shop: www.theproductivitypodshop.co

Follow Us on Instagram – www.instagram.com/brittanyandco.consulting

Follow Us on Facebook – www.facebook.com/brittanyandco.consulting

Client CRM: Get 50% off a yearly subscription of 17 Hats → b.link/bco-17hats

If you LOVE the show, please go rate and review it so we can show up for more people like you!

Reach out and tell us what you want to hear – Email us at hello@theproductivitypodcast.co and let us know!

Brittany (4) (1)

Hi, I'm Brittany!

Lover of charcuterie boards, wine, board games (I have over 85!), bougie cocktails, candy and basically all sweets. I cuss daily and use lots of gifs!)

System Audit (1)

The Productivity Pod Shop

Done for You Templates, Courses, Checklists & Merch to help you get S**t done while still having fun!

Brittany (1)

Productivity on Purpose

A Virtual Co-Working & Accountability Membership. Come to Virtual Office Hours Everyday Monday-Friday and GET STUFF DONE! Tell us what you are working on with a deadline and we will check in on you!