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#67 - How Automating Client Onboarding Makes Life Easier for Everyone!
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Manage episode 303364953 series 2816876
When growing your business, probably the most vital component, second to, say, your product, is your clients. Where would you be without them to market and sell to?
If you're going to develop a regular relationship with these lovely people, you're going to have to onboard them! But does that mean personally interacting with each and every one of them? If you want the best results for your brand, it sure does! Do you need to collect every piece of information from them by hand? Ideally, no, thank you!
To focus as much of your energy on the client, I recommend automating most of the process. It gets all the small details taken care of so you can get to work for your client immediately! To help you design your method, I want to share how I optimize my client onboarding.
Check it all out in detail on my blog!
Links For This Episode:
WORKBOOK: 8 Steps to Automating Your Client Onboarding!
GOODIES IN STORE: Small Business Owners: New Client Welcome Kit
Get in touch with Jennie:
· jennie@jennielyon.com
140 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on April 19, 2023 07:28 (). Last successful fetch was on March 17, 2023 14:24 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 303364953 series 2816876
When growing your business, probably the most vital component, second to, say, your product, is your clients. Where would you be without them to market and sell to?
If you're going to develop a regular relationship with these lovely people, you're going to have to onboard them! But does that mean personally interacting with each and every one of them? If you want the best results for your brand, it sure does! Do you need to collect every piece of information from them by hand? Ideally, no, thank you!
To focus as much of your energy on the client, I recommend automating most of the process. It gets all the small details taken care of so you can get to work for your client immediately! To help you design your method, I want to share how I optimize my client onboarding.
Check it all out in detail on my blog!
Links For This Episode:
WORKBOOK: 8 Steps to Automating Your Client Onboarding!
GOODIES IN STORE: Small Business Owners: New Client Welcome Kit
Get in touch with Jennie:
· jennie@jennielyon.com
140 episodes
All episodes
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