After a client says "yes" to working with you, those first few days are huge. They might be excited about finally taking action with their money, but they're probably also nervous, wondering if they made the right choice. In this episode, we're talking about how to make your new clients feel completely confident in their decision to work with you.

We've noticed that there's actually more uncertainty right after someone pays you than at any other time in the coaching relationship. Even though they've already committed, they might be thinking "Will this actually work for me?" or "Did I just waste my money?" Your onboarding process needs to address these worries before they even come up.

Here's the thing about financial coaching: we're dealing with really personal stuff. Money touches every part of our clients' lives, which is why those first interactions matter so much. So this week, we’ll talk about specific ways to welcome your new clients, from sending a personal video message to giving them a quick win right away. We also share real examples of systems you can use to make sure nothing falls through the cracks while still keeping things personal and genuine.

Want to know exactly what needs to happen between "yes" and that first session? Listen in to learn our tried-and-true timeline that keeps your clients feeling supported and builds their confidence from day one.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Bonjoro

Key Takeaways:

• The moment after payment is when clients are most uncertain. Reassure them immediately with a welcome message or personal video that shows you're excited to work with them.
• Your systems make personal touches possible. Set up templates and reminders so you can consistently show up for each client without keeping everything in your head.
• Quick wins build confidence. Give clients something valuable they can do right away, like a simple money tracking template, so they feel momentum before the first session.
• Clear communication prevents doubt. Tell clients exactly when and how they'll hear from you next, with specific ways they can reach out if needed.
• Time gaps kill momentum. Schedule the first session within a week of payment to keep their motivation high and self-doubt at bay.
• Success stories set expectations. Share examples of what other clients have achieved so new clients can envision their own path forward.
• Trust needs nurturing, even after payment. Each interaction between signup and first session should reinforce their decision to work with you.