31 min
#189 Behind the Scenes 4 Strategies We Use When Onboarding a New Coaching Client The Punch Drunk Soul Podcast - Soul Alignment + Business Chats
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If you're knee-deep in building your coaching business and aiming to make the kind of first impression that has your clients thinking, "Yep, I nailed it choosing them," then you're in the right place.
Let's get real: a silky-smooth onboarding process is the warm, reassuring hug your clients need after they've said YES to this huge, life-changing decision to work with you!
A seamless client onboarding process tells them they've made a smart investment hiring YOU. Plus, it's a golden ticket for you to gather nuggets of marketing gold to help you continue to grow!
So, if you're all about crafting a business that spells freedom and flexibility (hello, dream life!), buckle up. Today, I'm spilling the beans on my top four strategies for a client onboarding process that's as smooth as your favorite latte. Mine is my matcha latte in case you didn't know
In this episode I share:
My top 4 strategies for a smooth and successful onboarding process for coaching clients
How to set up a client intake form to not only support your client, but help you grow your business in the future
The importance of keeping track of your clients' journey and our favorite tools for this
Tips and tools for creating a powerful welcome packet or module
The one strategy that reduced our "ghost" and refund clients to almost ZERO
Let us know what you thought of today’s episode! Was it helpful? Are you going to try some of these strategies?
Let us know by tagging us on Instagram or taking 2 minutes to post a review!
LINKS & RESOURCES:
Soulfully Stand Out And Earn Your First (or Next $5K) as a New Coach Masterclass
Path to Freedom
Scale with Soul
PLEASE LEAVE A REVIEW:
We would LOVE to hear your takeaways from today's episode. Please leave a Star Rating or a Review!
I'm going live using StreamYard! Before leaving a comment, please grant StreamYard permission to see your name.
If you're knee-deep in building your coaching business and aiming to make the kind of first impression that has your clients thinking, "Yep, I nailed it choosing them," then you're in the right place.
Let's get real: a silky-smooth onboarding process is the warm, reassuring hug your clients need after they've said YES to this huge, life-changing decision to work with you!
A seamless client onboarding process tells them they've made a smart investment hiring YOU. Plus, it's a golden ticket for you to gather nuggets of marketing gold to help you continue to grow!
So, if you're all about crafting a business that spells freedom and flexibility (hello, dream life!), buckle up. Today, I'm spilling the beans on my top four strategies for a client onboarding process that's as smooth as your favorite latte. Mine is my matcha latte in case you didn't know
In this episode I share:
My top 4 strategies for a smooth and successful onboarding process for coaching clients
How to set up a client intake form to not only support your client, but help you grow your business in the future
The importance of keeping track of your clients' journey and our favorite tools for this
Tips and tools for creating a powerful welcome packet or module
The one strategy that reduced our "ghost" and refund clients to almost ZERO
Let us know what you thought of today’s episode! Was it helpful? Are you going to try some of these strategies?
Let us know by tagging us on Instagram or taking 2 minutes to post a review!
LINKS & RESOURCES:
Soulfully Stand Out And Earn Your First (or Next $5K) as a New Coach Masterclass
Path to Freedom
Scale with Soul
PLEASE LEAVE A REVIEW:
We would LOVE to hear your takeaways from today's episode. Please leave a Star Rating or a Review!
I'm going live using StreamYard! Before leaving a comment, please grant StreamYard permission to see your name.
31 min