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Easy Steps to Fix Your Client Onboarding Today
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Feeling like your client process is all over the place? You're not alone. If you manually manage every step, juggle leads in your DMs, or constantly drop the ball during onboarding, this episode is for you.
I’m sharing what needs to happen before you plug into a CRM, so your systems support you (instead of creating more chaos). I’ll walk you through real-life examples of how my clients moved from burnout to business flow, and how you can start setting that foundation too.
Whether you’re stuck, overwhelmed, or just not sure where to start, I’ve got you.
This isn't a how-to; it’s a mindset and strategy shift to help you see what’s possible when your business is built with systems in mind.
🌿Prefer to watch the video? Check it out HERE on YouTube.
🌿What is blocking you from streamlining your business? Take the Systems Quiz HERE
K & D Jones Client Services LLC
🌿Work With Me: www.yoursystemspro.com
🌿Watch the video on YouTube @kenniqualewter
🌿Let's keep the conversation going. Feel free to send me DM on Instagram @kenniqua.lewter
🌿Follow me on YouTube, @KenniquaLewter
Ready to finally streamline your service-based business with HoneyBook? Head over to yoursystemspro.com to get started.
Thanks for listening! Don't forget to subscribe and leave us a review if you enjoyed this episode.
Chapters
1. Introduction to Client Onboarding Systems (00:00:00)
2. Mapping Out the Client Journey (00:01:15)
3. Creating Templates and Automating Processes (00:05:13)
4. The Benefits of Streamlining Your Business (00:09:52)
5. Enhancing Client Experience Through Systems (00:14:08)
6. What is blocking you from streamlining your business? (00:17:34)
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