Have you ever felt that your client onboarding process takes too long and ends up frustrating both you and your clients? Or need to know how to improve your client onboarding process? In today's episode, I’m sharing how I streamlined my client onboarding process to just 10 minutes, and how you can do it too.

Key Insights

• Discover how to fix client onboarding so that the process is smoother
• Learn the benefits of client onboarding automation
• Learn the 3 steps I used to get my process down to 10 minutes

Sign up for the Lead to Loyalty Challenge! (May 6th-8th)

For established coaches, creatives & service providers ready to create a client experience that keeps them coming back and referring others!

Love Harmonious Mompreneur? Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!

Ways I Can Serve You

• Harmony Systems Sprint: A VIP Week where I'll set up the automated workflow for your lead management and/or client experience. The full process includes a pre-sprint meeting to map out your workflow, and time for you to gather the assets needed before the VIP week. And after your VIP Week, you still have 2 weeks of support!
• Workflow Work Session: Only need your workflow mapped out, no automation implementation or CRM setup? Check out this one time session.

• Harmony, No Hustle Private Podcast: Are you tired of trying to juggle your business and family life, only to feel like you're constantly dropping the ball. It's time to say goodbye to the impossible balancing act and embrace something better. Work-life harmony. I created the private podcast Harmony, No Hustle just for moms like you. It's your go-to, faith based resource for practical tips and actionable strategies to help you integrate your work with your family life. So you can thrive in both without sacrificing either.

• Join Email Community: In this community, you can expect to get email notes, written by me, that focus on all things business systems including processes, client experience and automation. I also believe life systems are important too, so I’ll be sharing content related to home management, self care and more. Plus I’ll give you an inside look into my journey of navigating entrepreneurship as a Christian mom.

List of Favorite Business Tools

• Dubsado (Client Management): Get 20% off your 1st year or month
• Flodesk (Email Marketing): Get 50% off your 1st year
• Showit (Website Builder): Get one month free
• Captivate (Podcast Host): 7 day free trial
• ClickUp (Project Management)
• Castmagic (Content AI Tool)
• Komodo Decks (Screensharing & SOP Creation)
• Descript (Recording & Editing)

Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.

Connect With Phylicia

• DM me on Instagram: https://www.instagram.com/phyliciapough/
• Connect on Threads: https://www.threads.net/@phyliciapough
• Send me an email: [email protected]
• Visit the website: https://www.themomceosuite.com
• Ask me almost anything form: https://forms.fillout.com/t/1QuqTLxUvqus