6 Simple Steps to a Seamless Client Onboarding Experience (MY EXACT PROCESS!)

Описание: 6 Simple Steps for a Seamless Client Onboarding Experience (MY EXACT PROCESS!) ///

Whether you’re a Virtual Assistant, Online Business Manager, or other online service professional, taking time to properly onboard a new client is an important part of your client experience as an online service provider. But what makes a great client onboarding experience? And what should you include in your process?

Watch this video by Sarah Noked and discover the 6 simple steps to creating a seamless client onboarding experience for your clients.

You’ll discover:

What a client onboarding process is (plus how to get started with building out yours)
The 6 most important elements every client onboarding process should contain
How to personalize your onboarding process to give clients a white-glove experience
Why having a killer client onboarding experience is the key to differentiating yourself from your competitors (and leaving a positive lasting impression!)

Want more strategies for landing & retaining clients online? Join Sarah for OBM Week, a free 4-day virtual masterclass series, where we’ll be diving deeper into client experience. Save your spot now: https://www.sarahnoked.com/obm-week

*Time Stamps*
[00:00:00] 6 Simple Steps to a Seamless Client Onboarding Experience
[00:00:35] Special Event for Online Service Providers: OBM Week
[00:01:10] What is a Client Onboarding Experience & Why It’s SO Important
[00:02:42] Step 1: Personalized Welcome
[00:04:43] Step 2: Collecting & Auditing
[00:06:31] Step 3: Creating a Plan
[00:09:11] Step 4: Communications
[00:11:02] Step 5: Client Check-Ins
[00:12:43] Step 6: Refining & Improving Onboarding Systems

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RESOURCES MENTIONED:

*LEARN MORE ABOUT OBM SCHOOL ONLINE BUSINESS MANAGER TRAINING*
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Video edited by www.createandelate.com