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Systems Tip Client Onboarding System
EPISODE NOTES: Welcome to the Women's Business Systems Podcast with your host and Biz Growth Strategist Marissa Stone! THE SYSTEMS LOUNGE:
www.thesystemslounge.com/community
INSTAGRAM:www.instagram.com/thesystemslounge/
SHOWNOTES: In this system you will need four tools:
- Acuity Scheduling which allows you to create intake forms and follow-up emails to ensure you are ready for your onboarding call and that your client arrives at the scheduled time.
- Zoom - what allows you to meet with your client either on a video or audio call. You can record this meeting and send it out to your new client once it renders.
- Your Google Calendar which integrates with both Acuity Scheduling and Zoom to ensure all changes are updated in real time on both your client’s and your calendars.
- Dochub- which allows you to create templates of agreements, contracts and other important documents that require signatures and send them out to your clients easily and efficiently. Dochub will even continue to send your clients reminders until the documents are finalized. I have used Dob Hub with hundreds of clients and not once have I had the platform fail.
Join the MA$TER YOUR MARKETING BLITZ!
https://www.thesystemslounge.com/challenge
View all episodes
By Marissa Stone: Biz Growth Strategist, summit host and podcasterEPISODE NOTES: Welcome to the Women's Business Systems Podcast with your host and Biz Growth Strategist Marissa Stone! THE SYSTEMS LOUNGE:
www.thesystemslounge.com/community
INSTAGRAM:www.instagram.com/thesystemslounge/
SHOWNOTES: In this system you will need four tools:
- Acuity Scheduling which allows you to create intake forms and follow-up emails to ensure you are ready for your onboarding call and that your client arrives at the scheduled time.
- Zoom - what allows you to meet with your client either on a video or audio call. You can record this meeting and send it out to your new client once it renders.
- Your Google Calendar which integrates with both Acuity Scheduling and Zoom to ensure all changes are updated in real time on both your client’s and your calendars.
- Dochub- which allows you to create templates of agreements, contracts and other important documents that require signatures and send them out to your clients easily and efficiently. Dochub will even continue to send your clients reminders until the documents are finalized. I have used Dob Hub with hundreds of clients and not once have I had the platform fail.
Join the MA$TER YOUR MARKETING BLITZ!
https://www.thesystemslounge.com/challenge