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Are you thinking about client retention from day ONE in your onboarding process? Or even better, being intentional about it from their very first interaction with you and your business? In this episode, we’re diving into the critical world of onboarding, and trust us, it's way more than just a first hello. We get fired up about how a terrible onboarding process can kill your business faster than you can say "retention strategy", and break down the three key elements: reaffirming your value, mapping out the client journey, and creating an authentic connection. We're talking personal videos, timely communication, and making every single client feel like they're the most important person in your world.

If you want to turn leads into raving fans and stop losing potential game-changers, you've got to listen to this episode and learn how to make your onboarding process legendary!

Highlights

00:00 Elements you NEED to have an effective and seamless onboarding experience.

02:00 Common mistakes to avoid in your onboarding process.

09:45 Ways to personalize your onboarding experience making your clients feel special.

14:15 The role onboarding has on your client retention.

16:30 Key components of an exceptional onboarding experience.

20:00 Tips for communicating with clients.

Resources

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26 episodes