Episode #79 | How to Create a Killer Onboarding Process

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Episode #79 | How to Create a Killer Onboarding Process

In This Episode: 

  • Why it’s so important to have a great client experience
  • Why it’s so important to utilize a CRM 
  • Why contracts are a must as a service based business owner
  • How to utilize a lead welcome sequence in your business
  • Why discovery calls are so important as a service based business owner
  • Why you need to send a welcome packet to your new clients + what it entails
  • Why a next steps email and/or a kick-off call help set the tone for the process

Where to Find Us Online: 

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