The Zen Mastery Podcast

Never Fail at Onboarding - Zen Mastery 7


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Welcome to Zen Mastery once again! In this episode, I'm sharing the onboarding system that's helped me retain clients for almost 2 years and build packages worth $20-100k per month. This isn't only about first impressions, it's about setting the foundation for long-term relationships that actually last.

What You'll Learn:

  • The 3 pillars of bulletproof onboarding (Clarity, Communication, Engagement)
  • My complete step-by-step onboarding process for high-ticket clients
  • Why most coaches lose clients in the first 30 days (and how to avoid it)
  • The restaurant analogy that changed how I think about client service
  • How to create a "welcome package" that makes clients feel special from day one
  • The contract signing strategy that weeds out problem clients early

Behind the Scenes:

I break down my exact 4-phase onboarding system: Meeting & Discovery → Contracts & Logins → Testing & Approval → Launch & Reporting. You'll see why the clients who resist this process are the ones you don't want anyway.

The most important part of being in business is staying in business. Retention beats acquisition every time. A good onboarding process is your first line of defense against scope creep, unrealistic expectations, and clients who drain your energy.


The Hard Truth:

This episode is for coaches, consultants, and service providers who want to stop losing clients and start building relationships that compound over time.

Connect with me:

Daily insights on Instagram:https://www.instagram.com/astrozen28?igsh=MW1jN244bG90ZWhpNQ==

Extended content on YouTube:https://youtube.com/@astrozen28?si=wXSPjKFg9sxJjnKt

Book a discovery call:https://api.leadconnectorhq.com/widget/bookings/discoverycallwithastrozen

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The Zen Mastery PodcastBy Angel Martin Cordova Salvador