“Onboarding is really, truly the time to set expectations, to get everyone on the same page, and to start your project or the service delivery off on the right foot, so that you can reduce resistance, and issues, and communication problems, and all of those things that maybe have not gone the way you wanted them to in the past.”
Welcome back to the It’s A Vibe Podcast. In today’s episode, I’m talking about one of the most critical phases in your client experience: onboarding. We’ll go through the biggest mistake we see our clients making in their onboarding process, how to audit your own to figure out if you’re doing it as well, and what you can do to fix it so your onboarding can go right in the future.
In this episode:
Don’t forget to tune into the podcast next week to go beyond the tools you use for an outstanding client experience.
Resources from this episode:
If you are a visual person, open up my favorite tool Miro to help you map out all the steps in our onboarding process.
If you ever need support with creating your onboarding assets we have our Custom Client Experience Packages, and we can do that for you or walk you through it if you prefer.
Learn more about The Elevation Lab at: rebeloffice.ca/lab
Get The Elevated Experiences Module here and get a step-by-step guide to designing and building an intentional client experience and overhauling your internal operations to make running your business a joyride. (Available from April 1st, 2023)
Connect with Sarah
I’m on a mission to help our clients deliver transformational client experiences at every turn and become wildly in demand.
Instagram: @rebeloffice
Website: rebeloffice.ca