Are you getting stuck in the back end when onboarding a new client? Are you getting bogged down in the 30 different processes and tasks it takes to onboard or offboard a client? The more things you have in the way of actual interaction with your client can hinder the experience they have and ultimately your bottom line. Don’t let this happen! In today’s episode, we talk about all the things you need to consider when building a rockstar client experience start to finish!
In this episode, you’ll learn:
- How to streamline your legal onboarding process so that you cross all your T’s and dot all your I’s
- Setting a process to get all the information you need in order to send a welcome gift….sounds simple, but people make it tough on themselves
- Taking care of everything on the backend so that you can get to client work faster
- Considering your offboarding process when client work is complete and you need to transition them out
Quote from the show – “If I handed you 10 full-paying clients right this second, could you handle onboarding and executing? And I will tell you that, probably 95% of them say no.”
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