The Kristen Smith Podcast

14. How to Use Automation to Streamline the Client Onboarding Process with Brittany Dixon


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Our onboarding process doesn't have to be messy, unorganized, and complicated. When we take on a new client, it's important that we WOW them and give them the best client experience possible. This will raise our chances of being able to keep them on long-term, AND will likely get us referrals for more future business.

In today's episode, I invited Brittany to teach us all about automating our onboarding process. We talked about ways that we can easily create a simple, streamlined system, how to get clients to refer us, and more!

Brittany Dixon is the host and creator of The Process for Profit Show. She helps high-achieving entrepreneurs (and freelancers) by unboxing the complexity of business systems and bottlenecks with the implementation of day-to-day operations, processes, and systems.

You can find Brittany's Client Care Kit here: https://www.hustletoflow.co/clientcarekit?r_done=1

Connect with her on Instagram by clicking here: https://www.instagram.com/brittanyandco.consulting/

Join The Hustle to Flow Productivity Community here: https://hustletoflow.mn.co

Join the waitlist for Booked Through Instagram (my 5-module course) by clicking here - https://kristendawnsmith.com/coursewaitlist

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The Kristen Smith PodcastBy Kristen Smith