Episode 212

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Published on:

27th Sep 2024

Designing an Onboarding Process That Sets Your Clients Up for Success & Scales Your Business

Did you know clients decide to stay in or exit a program within the first 0 - 90 days of starting? That’s right!

Clients aren’t waiting until the program is over or the contract is up…they are making their minds up during the onboarding process.

In this episode, I discuss building a legacy business as a high-performing female entrepreneur while balancing family responsibilities. I highlight the importance of the first 90 days in client engagement for retention in coaching programs and share effective onboarding strategies to ensure clients feel valued and connected.

We examine key factors influencing client loyalty and common onboarding pitfalls while introducing an eight-phase onboarding model that emphasizes personalized communication. I stress the emotional aspects of client retention, advocating for a focus on exceptional client experience as a core business element. Tune in for actionable insights to enhance client commitment and create a lasting, fulfilling business.

HIGHLIGHTS:

4:31 Importance of Onboarding

8:19 Client Feedback Insights

11:08 Common Onboarding Mistakes

15:06 Creating an Onboarding Strategy

21:19 The Eight Phases of Onboarding

31:40 Achieving Early Wins

35:43 Prioritizing Client Experience

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About the Podcast

Built to Last
Honest Conversations About Marriage, Motherhood and Business
Ever wanted to hear how powerful women leaders are building their legacy businesses while also balancing marriage and motherhood all done in a fulfilling, joyful, and sustainable way? That’s exactly what Megan and her guests will do. Life can be overwhelming and the day-to-day roles and responsibilities can leave you wondering if you’ve got what it takes to build your dreams.
Tune in each week to learn from Megan Huber, a former high school teacher and Director of Programs for an international coaching company turned business growth consultant and leadership mentor for women entrepreneurs building world-changing empires.
In each episode, Megan will give you the permission, motivation, and tips & tools to step into the role of CEO of your legacy business while also navigating life as a happy wife and Mom.
She’ll also be interviewing powerful women leaders and entrepreneurs to give listeners an inside scoop into what it really looks like to build a business while living a life truly aligned with your family and overall life values.