4 Wow Moments to Level Up Your Onboarding Process

An ineffective onboarding process carries the potential to strain the relationship right from the outset. In this episode, I shared 4 tactics to help you leave a lasting, positive impression on your clients.

Listen Below.

0:37 – In a previous episode, I discussed “4 Steps to Streamline Your Client Onboarding Process.” Today, let’s explore four tactics to elevate it, making clients feel right at home in your firm.

1:23 – Money is a sensitive topic. Clients choose your firm because of trust built in the sales process. Maintain and reinforce this trust during onboarding by demonstrating human concern for their best interests.

1:03 – Many firms prioritize automating processes, solely relying on automation can make the client experience feel robotic and impersonal, ultimately undermining trust rather than building it.

1:59 – Tactic #1: Forward a personalized welcome video immediately after the contract is signed.

2:50 – Tactic #2: Send a coffee to your new client’s office just before their kickoff.

3:15 – Tactic #3: Provide a gift basket to your new clients upon joining.

3:33 – Tactic #4: Consider unexpected check-ins, preferably through video, conducted by the owner or partner of the firm.

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    Work Less.
    2x Your Prices.
    (4 Steps)

    There's a simple 4-step process you can follow to double your prices as soon as this week.

    Type your email below and I'll share it with you right now for free.

      We respect your privacy. Unsubscribe at any time.

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      4 Wow Moments to Level Up Your Onboarding Process

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