Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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Content provided by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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69 | How to Organize Your New Client Onboarding Process
Manage episode 436467746 series 3475805
Content provided by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Click here for the full transcript, notes, links, and more.
The doors to Organized Coach Academy are open! Until Wednesday evening, a very special bonus is included. Learn more and purchase here.
Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?
Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.
I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...
- Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
- Is there anything you can simplify in this process? Delegate? Automate?
- Is each step documented? Are all links needed to do this process included in each step
- Have you tested your documentation? As you test it, make any adjustments to improve it.
As you reflect on your current processes, identify areas for improvement by thinking about:
- Is your money collection process effortless?
- How do you get the information your client needs?
- Do you have an email welcome or nurture sequence set up?
- Do you need to add any appointments or reminders to your calendar?
- Does your process create reassurance or safety for new clients after making this big decision?
- Is it clear to your client what their next step is?
- Does your onboarding give off "care and thoughtfulness" vibes?
Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.
If you want help documenting processes, join Organized Coach Academy today!
For links to the coach examples mentioned, click here.
74 episodes
Share
Manage episode 436467746 series 3475805
Content provided by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist, Tracy Hoth | Certified Life Coach, Professional Organizer, and Systems Specialist or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Click here for the full transcript, notes, links, and more.
The doors to Organized Coach Academy are open! Until Wednesday evening, a very special bonus is included. Learn more and purchase here.
Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?
Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.
I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...
- Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
- Is there anything you can simplify in this process? Delegate? Automate?
- Is each step documented? Are all links needed to do this process included in each step
- Have you tested your documentation? As you test it, make any adjustments to improve it.
As you reflect on your current processes, identify areas for improvement by thinking about:
- Is your money collection process effortless?
- How do you get the information your client needs?
- Do you have an email welcome or nurture sequence set up?
- Do you need to add any appointments or reminders to your calendar?
- Does your process create reassurance or safety for new clients after making this big decision?
- Is it clear to your client what their next step is?
- Does your onboarding give off "care and thoughtfulness" vibes?
Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.
If you want help documenting processes, join Organized Coach Academy today!
For links to the coach examples mentioned, click here.
74 episodes
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Similar to The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
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…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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continue reading
James Altucher interviews the world’s leading peak performers in every area of life. But instead of giving you the typical success story, James digs deeper to find the “Choose Yourself” story—these are the moments we relate to… when someone rises up from personal struggle to reinvent themselves. The James Altucher Show brings you into the lives of peak-performers: billionaires, best-selling authors, rappers, astronauts, athletes, comedians, actors, and the world champions in every field, all ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
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