Finding Freedom with Simple Systems

EP 67 - How to Properly Onboard Your Clients


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Do you have an onboarding process for your clients? Do you want your clients to feel important and welcomed when they start working for you?

In this short but impactful episode, Kari shares what it looks like to properly onboard your clients. It’s not over when your client signs the contract and pays the retainer fee, it’s just the beginning. Giving your clients the expectations of what to expect from the beginning can help you avoid scope creep and make your client feel that investing in you was the perfect thing to do.

Kari shares how to welcome your clients to your business and help them understand how you serve them. She gives insight into the first step after your client pays the invoice, what should be included in your onboarding process, and how to go that extra mile for your clients.

She also walks you through every phase of her onboarding process from the first inquiry to starting the client work.

Creating an onboarding process for your clients will help your client manage expectations, reduce scope creep, and most importantly make your client feel like they matter.

If you don’t have an onboarding process for your clients, then tune into this episode to learn how to create one so your clients feel loved.

IN THIS EPISODE:

  • Learn how to make your client feel important 
  • Understand what scope creep is and how to avoid it
  • Discover the different steps in the onboarding experience


 LINKS AND RESOURCES:

SOP Shoppe

Website

Instagram

Apply to work with Kari & Company

Listen to Episode 59: Why Offboarding Clients is so Important

Listen to Episode 62: How Systems Help with an Elevated Client Experience with Dia Colley

You are a Badass by Jen Sincero

Libby app


To get the full show notes, links mentioned in this episode or to read the transcript head to my website: https://kariandcompany.com/podcast

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Finding Freedom with Simple SystemsBy Kari Roberts