Resilient by Design with Rebecca Hay

157. My Exact Client Onboarding Process

06.08.2023 - By Rebecca HayPlay

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Today I'm taking you through my version of the most important thing every business needs: a clear step-by-step onboarding process to convert leads to clients. This is absolutely necessary to keep yourself organized and to set expectations (and boundaries) to your potential clients. This process will help you strengthen your client relationships, protect yourself from misunderstandings and lapsed payments as well as establish a professional atmosphere to teach your customers to value and trust you. Listen to this episode to learn tips from my years of experience and also the one new step I'm starting to implement.     Episode 22: Why the experience you offer matters more than the product with Thalia Toha Episode 15: Every business needs a solid process Episode 62: Consultations that Convert How to Run a Consultation   Download our Free Resources ➡️ Pre-qualify your clients with my Discovery Call Script ➡️ Stay confident from beginning to end with my Consultation Checklist ➡️ Looking for a quick infusion of cash? Grab my 4 easy ways of increasing your revenue   Looking to elevate your business? Learn more about our courses ➡️ Want the complete blueprint to calculate your design fee with confidence and ease? Learn more about my Pricing with Confidence course ➡️ Want to be the first to know when Power of Process is returning? Click to learn more about my systems building course. ➡️Want to be the first to know when the next episode drops? Don't forget to SUBSCRIBE to the Resilient by Design Podcast wherever you listen to podcasts!

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