Your Client Journey (YCJ): Onboarding New Clients

Let’s talk about your client onboarding process. You’ve had the consult and they’ve said yes (awesome!); now you need to get them set up for success. So what does that mean for you?

• Do you have a client portal or coaching platform you need to activate for them?

- Do they need login details? Do they need to create their own account?

- Do you need to add them to a Facebook group you manage?

• Do you need to set them up on a recurring payment schedule?

- How are you invoicing/taking payment from your clients?

- Do they pay up front? Do they pay monthly?

• What about a kick-off session to review priorities and explain how you’re planning to move through your work together?

- This is a good opportunity to review client and coach expectations so everyone is on the same page.

• Are you utilizing a CRM platform or spreadsheet system - do you need to categorize them or tag them differently now that they’re an Active Client?

• What about a welcome gift or card?

- This is just a nice touch that shows you go above and beyond for those you serve. It doesn’t have to be expensive or flashy, just something simple and thoughtful that let’s your clients know you care and value their trust in you.

Your onboarding process should be organized and seamless. This will instill confidence in your clients that they’re in good hands; that they can trust you. It’s actually a very important part of your client journey so spend some time analyzing this process and see where you can make improvements. Once you have it in a good place, DOCUMENT each step.