Automate your client experience with a smooth onboarding process

If you're a service provider or coach, you know that the first impression you make with your clients is important. A smooth and efficient onboarding process sets the tone for your entire working relationship and can mean the difference between a loyal client and one who feels frustrated or unheard.

The onboarding process can be time-consuming, especially if you're doing everything manually. But these days, with the right systems in place, you can automate a lot of the process and it’s going to save you time and effort, take some of the stress away, and keep your clients happy at the same time. 

Today we’re going to break down how you can create a streamlined, automated client onboarding process that runs smoothly without needing your constant attention.

We’ll talk about the 6 key steps make an effective onboarding process, as we go through them I’ll mention some helpful tools for automating your client onboarding, and we'll also look at how to troubleshoot a few of the common hurdles that pop up when we try to automate the process - so you don’t have to worry about them!

Grab my time saving templates here: https://bit.ly/time-saving-templates

I’d love to know more about your approach to client onboarding too - come find me on Instagram at @marissarobertsoffical and we’ll have a chat about it!