In this episode, I’m walking you through 5 powerful onboarding strategies that will take you from messy and inconsistent to smooth and professional. Did you know that 82% of clients are more likely to stick around when they experience great onboarding? Yet, 63% of businesses admit they don’t even have a system in place. Let’s fix that.

We’ll cover:

✅ The Welcome Packet Method

✅ How to Run a Kickoff Call that Builds Trust

✅ Automating Your Workflow to Save Time

✅ Setting Up a Client Portal 

✅ Sending Personalized Video Messages for Connection

These are practical, proven steps you can implement today to elevate your client experience and grow your business.

Resources:

30 Customer Onboarding Statistics You Need to Know - SMSCountry

How to Reduce Client Back-and-Forth by 60% with a Portal - Dokky

✨ If you’re ready to ditch the chaos and onboard like a pro, hit play and let’s get to work!

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