SBB: Client Onboarding Planner
Normally, onboarding starts when prospects agree to become your client but for those who take a longer to decide, onboarding can include a follow-up period where you answer more questions and hopefully guide them towards making a purchase.
The best part of having any system is that it “Saves Yourself Some Time, Energy and Money.” Any system resolves a problem, in this case – the problem of getting all the client info you need, tracking that paperwork, plus making new clients feel welcome.
You’ll get an 8 step planner that holds you hand and guides you step-by-step.
- Step 1: Take Stock - Every process improvement begins with a good, hard look at what you currently have. From client agreements to membership sites, you need to know exactly how your systems work today. Only then can you work toward full automation.
- Step 2: Think Like a Business - Jeff Bezos doesn’t process Amazon refunds; so why are you playing Jane of All Trades? Hire the right people for the job, and you’ll be amazed at how smooth the client onboarding system can be.
- Step 3: Find the Holes - If you’re like most coaches, there are trouble spots in your current systems. There’s no shame in that unless you pretend they don’t exist. Make a list, then start checking them off as you fix them.
- Step 4: Invest in Solid Systems - Nothing makes automation more difficult that piecing together sub-par systems. If you’re still handing customer support with a Gmail address, relying on back-and-forth email to schedule appointments, or keeping client notes in a Word doc on your desktop, it’s time for an upgrade.
- Step 5: Create a Policies & Procedures Manual - Consistency matters, not only when it comes to improving your efficiency (and adding cash to your bottom line) but for customer experience as well. A clear policy and procedures manual will ensure everyone on your team is on the same page.
- Step 6: Build a Library of Copy/Paste Documents - If you have to reinvent the wheel every time you send a proposal to a potential client, you’re wasting precious time. Instead, create your agreements, intake forms, and other documentation once, then simply customize it for each new client.
- Step 7: Cross Train Your Team - If you don’t want your business to grind to a halt when a key staff member takes a vacation, then cross training is a must. Identify similar positions, and ask them to train one another on at least the basics of their jobs.
- Step 8: Take a Cue From the Manufacturing Industry - Just because you’ve made improvements doesn’t mean you’re finished. In fact, the one thing all manufacturers have in common is a policy of continual improvement. Every process that can be automated or made more efficient saves time and money.