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An incredibly underrated component of your business is your onboarding process and when you have this nailed, you'll see retention skyrocket and refunds plummet. We've had our own share of refunds in the past (will share a specific story) and learned a lot how to avoid them by having a bulletproof onboarding process. Listen in as I explain the tactical steps on how to set this framework up in your business!
Time Stamps:
(0:40) Eliminating Refunds
(1:40) Starting with a Story
(2:58) The Email
(7:03) Retention Bonuses and Upgrade Rates
(9:16) The Importance of Onboarding
(11:43) After They Say Yes
(14:23) Clear Expectations and Next Steps
(16:28) Onboarding Call
(18:11) Exit Interview
(19:28) Refund Policy
(21:29) Safe Space for Struggles System
(23:29) Still Wants a Refund
(27:13) Ending But Not Breaking Contract
(28:51) DM Me Exit Interview
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Whenever You're Ready, Here Are 5 Ways We Can Help You (For Free)
(Community) Join the Fitness Business Secrets FB Community to Unlock Your Free 5 Clients in 5 Days Mini-Course
(Content) Grab our exact post templates that are responsible for more than 3,500 online clients in our business Automated Post Planner
(Instagram) 3-5x Your Engagement, Grow an Audience and Generate Dream Clients from Instagram IG Playbook For Health & Fitness Coaches
(Training) Get Access To The 5 Most Popular Training We Created in 2022
(Get Clarity) Schedule a FREE No-Obligation 15-minute Call to Explore How To Add 10,000/Mo to Your Business–Guaranteed
By Erin Dimond and Jordan Dugger4.9
662662 ratings
An incredibly underrated component of your business is your onboarding process and when you have this nailed, you'll see retention skyrocket and refunds plummet. We've had our own share of refunds in the past (will share a specific story) and learned a lot how to avoid them by having a bulletproof onboarding process. Listen in as I explain the tactical steps on how to set this framework up in your business!
Time Stamps:
(0:40) Eliminating Refunds
(1:40) Starting with a Story
(2:58) The Email
(7:03) Retention Bonuses and Upgrade Rates
(9:16) The Importance of Onboarding
(11:43) After They Say Yes
(14:23) Clear Expectations and Next Steps
(16:28) Onboarding Call
(18:11) Exit Interview
(19:28) Refund Policy
(21:29) Safe Space for Struggles System
(23:29) Still Wants a Refund
(27:13) Ending But Not Breaking Contract
(28:51) DM Me Exit Interview
----------
Whenever You're Ready, Here Are 5 Ways We Can Help You (For Free)
(Community) Join the Fitness Business Secrets FB Community to Unlock Your Free 5 Clients in 5 Days Mini-Course
(Content) Grab our exact post templates that are responsible for more than 3,500 online clients in our business Automated Post Planner
(Instagram) 3-5x Your Engagement, Grow an Audience and Generate Dream Clients from Instagram IG Playbook For Health & Fitness Coaches
(Training) Get Access To The 5 Most Popular Training We Created in 2022
(Get Clarity) Schedule a FREE No-Obligation 15-minute Call to Explore How To Add 10,000/Mo to Your Business–Guaranteed

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