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Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?

Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.

I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...

1. Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?

As you reflect on your current processes, identify areas for improvement by thinking about:

• Is your money collection process effortless?

Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.

If you want help documenting processes, join Organized Coach Academy today!

For links to the coach examples mentioned, click here.