#73: BEST OF GYAT! Ep 18: My Client Onboarding Process

<p><span style="font-weight: 400;">This week we’re replaying one of the most downloaded episodes from our archives… Episode 18: My Client Onboarding Process.  </span></p> <p> </p> <p><span style="font-weight: 400;">This was recorded in late summer of 2020 but I still use this process today.  The beginning of anything is an important time to get things right.  So in the spirit of starting 2022 off on the right foot this episode lays out how I start off work with a new client.</span></p> <p> </p> <p><span style="font-weight: 400;">Stay tuned to the end for news about some of the exciting things I’ve built for 2022 including details on a group coaching program I’ve built especially for people like you.</span></p> <p> </p> <p><span style="font-weight: 400;">—--</span></p> <p> </p> <p><span style="font-weight: 400;">To create a process that ensures a smooth transition from prospect to client is no easy feat.  In today’s episode of the podcast, I share my very own client onboarding process.  I discuss the basics of what a client onboarding process is, as well as the tools I use to make it happen so that my clients get to experience a seamless onboarding experience. </span></p> <p><span style="font-weight: 400;">Topics Covered:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">The basics of my client onboarding process</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Key tools/software to make the process easier</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How a great onboarding experience sets the tone for a great client experience overall </span></li> </ul>