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118. My Process for Onboarding Clients in 10 Minutes (& How You Can Do It Too)
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Have you ever felt that your client onboarding process takes too long and ends up frustrating both you and your clients? Or need to know how to improve your client onboarding process? In today's episode, I’m sharing how I streamlined my client onboarding process to just 10 minutes, and how you can do it too.
Key Insights
- Discover how to fix client onboarding so that the process is smoother
- Learn the benefits of client onboarding automation
- Learn the 3 steps I used to get my process down to 10 minutes
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Ways I Can Serve You
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Workflow Work Session: If you want a clear, streamlined workflow, my Workflow Work Session is a perfect fit. This session is tech-agnostic, meaning we’ll map out your process in a way that works for you, no matter what CRM (or lack of CRM) you use. You’ll walk away with a customized workflow blueprint that you can implement in any tool.
- Harmony, No Hustle Private Podcast: Are you tired of trying to juggle your business and family life, only to feel like you're constantly dropping the ball. It's time to say goodbye to the impossible balancing act and embrace something better. Work-life harmony. I created the private podcast Harmony, No Hustle just for moms like you. It's your go-to, faith based resource for practical tips and actionable strategies to help you integrate your work with your family life. So you can thrive in both without sacrificing either.
- Join Email Community: In this community, you can expect to get email notes from me that focus on all things business systems including processes, client experience and automation. I also believe life systems are important too, so I’ll be sharing content related to home management, self care and more. Plus I’ll give you an inside look into my journey of navigating entrepreneurship as a Christian mom.
List of Favorite Business Tools
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- Descript (Recording & Editing)
Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.
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