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118. My Process for Onboarding Clients in 10 Minutes (& How You Can Do It Too)
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
CURRENT EVENTS
Apply to work 1:1 with me in the Harmony by DESIGN Private Partnership
LOVE HARMONIOUS MOMPRENEUR?
Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!
WORK WITH ME
- Harmony by DESIGN Private Partnership: A high-touch, private strategy experience for legacy-minded mom entrepreneurs ready to lead with clarity, honor their capacity, and make decisions from a place of rest, not reactivity.
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Join Email Community: Want more beyond the podcast? Join my email community for practical insights on building systems that support sustainable business growth and peace at home. From client experience and automation to home management and self-care, you'll get the tools that fit your real life. Plus, I’ll share real lessons from my journey as a Christian mom navigating motherhood, entrepreneurship, and faith.
MY 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
- Connect on Threads
- Visit the Website
- Ask Me Almost Anything Form
View all episodes
By Phylicia Pough, Life & Business Systems Strategist for MomsHave 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
CURRENT EVENTS
Apply to work 1:1 with me in the Harmony by DESIGN Private Partnership
LOVE HARMONIOUS MOMPRENEUR?
Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!
WORK WITH ME
- Harmony by DESIGN Private Partnership: A high-touch, private strategy experience for legacy-minded mom entrepreneurs ready to lead with clarity, honor their capacity, and make decisions from a place of rest, not reactivity.
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Join Email Community: Want more beyond the podcast? Join my email community for practical insights on building systems that support sustainable business growth and peace at home. From client experience and automation to home management and self-care, you'll get the tools that fit your real life. Plus, I’ll share real lessons from my journey as a Christian mom navigating motherhood, entrepreneurship, and faith.
MY 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
- Connect on Threads
- Visit the Website
- Ask Me Almost Anything Form