17 min

EP267: BEST OF: A 7-Step Process to Successfully Offboard Your Clients 
For Improved Customer Experiences The Wellness Business Podcast

    • Entrepreneurship

Health Coaches often create a system for bringing new clients onboard that will WOW them and kick their experience off with a bang. It’s true that welcoming new clients into a new coaching program in a big way is important, however, it’s just as important to end your coaching program with equal intention. 
 
If you don’t have an official offboarding process and questionnaire as you wrap up working with your clients you’ll find this episode exceptionally helpful.
 
We’re bringing this popular episode because it got coaches talking and for the first time thinking about how to successfully wrap up their coaching program with a client that not only leaves them feeling positive but sets the stage for more new clients in the future.

On this BEST OF episode of The Wellness Business Podcast we’ll be covering:
The top 3 reasons why this is an important part of your coaching program A 7-Step Offboarding Questionnaire template that you can use again and again in your program for improved customer experiences Just how simple it is to assist your clients remember and document how far they’ve come while working with you and why they are so happy they made the investment in your paid program  
Tune in to this episode to discover the secret to an offboarding process that improves customer experiences and ultimately leads to better testimonials and more clients.
 
 
Links/Resources mentioned on the show:
 
The 7-Step Offboarding Questionnaire for Health Coaches: http://www.karenpattock.com/7-step-offboarding-questionnaire
 
 
Links to Resources: 
 
Wellness Business Accelerator - https://wellnessbusinessaccelerator.com/
 
Karen’s Facebook Group - www.facebook.com/groups/emaillistbuildingforcoaches/
 
Karen’s Instagram - www.instagram.com/karenpattock/
 
Kathleen’s Facebook Group - www.facebook.com/groups/healthcoachpeers/
 
Kathleen’s Instagram - www.instagram.com/kathleenlegrys/

Health Coaches often create a system for bringing new clients onboard that will WOW them and kick their experience off with a bang. It’s true that welcoming new clients into a new coaching program in a big way is important, however, it’s just as important to end your coaching program with equal intention. 
 
If you don’t have an official offboarding process and questionnaire as you wrap up working with your clients you’ll find this episode exceptionally helpful.
 
We’re bringing this popular episode because it got coaches talking and for the first time thinking about how to successfully wrap up their coaching program with a client that not only leaves them feeling positive but sets the stage for more new clients in the future.

On this BEST OF episode of The Wellness Business Podcast we’ll be covering:
The top 3 reasons why this is an important part of your coaching program A 7-Step Offboarding Questionnaire template that you can use again and again in your program for improved customer experiences Just how simple it is to assist your clients remember and document how far they’ve come while working with you and why they are so happy they made the investment in your paid program  
Tune in to this episode to discover the secret to an offboarding process that improves customer experiences and ultimately leads to better testimonials and more clients.
 
 
Links/Resources mentioned on the show:
 
The 7-Step Offboarding Questionnaire for Health Coaches: http://www.karenpattock.com/7-step-offboarding-questionnaire
 
 
Links to Resources: 
 
Wellness Business Accelerator - https://wellnessbusinessaccelerator.com/
 
Karen’s Facebook Group - www.facebook.com/groups/emaillistbuildingforcoaches/
 
Karen’s Instagram - www.instagram.com/karenpattock/
 
Kathleen’s Facebook Group - www.facebook.com/groups/healthcoachpeers/
 
Kathleen’s Instagram - www.instagram.com/kathleenlegrys/

17 min