In this episode of the One Step Better Business podcast, Mike and Matt discuss the onboarding process for new clients at Whirks. They outline the importance of the initial kickoff call, the verification of client information, and the steps taken to ensure a smooth transition to the Whirks system. The conversation highlights the training and support provided during the onboarding phase, as well as the milestones and short-term wins that clients can expect within the first 90 days of working with Whirks.takeaways

• The onboarding process is crucial for client success.
• Kickoff calls help verify important client information.
• Effective communication reduces client anxiety during transitions.
• Training is tailored to the specific services clients choose.
• Clients should feel in control of their payroll processes.
• Short-term wins are essential for client satisfaction.
• Whirks aims to address any previous payroll issues within 90 days.
• Ongoing support is a key part of the client experience.
• Clients should feel amazed by the onboarding process.
• Feedback is encouraged to improve the onboarding experience.

Chapters

00:00 Introduction to Client Onboarding

05:06 The Importance of the Kickoff Call

10:00 Verifying Client Information15:08Setting Up for Go Live

20:10 Training and Support During Onboarding

25:09 Measuring Success in the First 90 Days

27:33 Outro