In this episode, I delve into the importance of guiding clients through a program effectively, and discuss the three phases of onboarding - activate, acclimate, and accomplish - and highlight the crucial role onboarding plays in setting clients up for success.

Emphasizing the need to support clients through a process that leads to tangible results, I stress the significance of the onboarding phase in building trust, satisfaction, and referrals. This one delivers with practical tips on assessing client satisfaction, seeking referrals, and enhancing the client experience to drive business growth and longevity.

Join me in reflecting on client engagement strategies and making adjustments for better outcomes and sustained success.

HIGHLIGHTS:

12:17 Leaving People at the Border vs. Walking Them Through

14:48 Leading Clients Through the Process to Prevent Stagnation

23:20 Roadmap for Successful Onboarding

24:40 The Accomplish Phase: Tracking Results and Client Satisfaction

26:00 Importance of Onboarding for Long-term Client Retention

Learn More and REGISTER for the CLIENT SUCCESS SUMMIT LIVE happening October 2024



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