Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. It is necessary to streamline your client onboarding process so that they have everything they need and you aren’t losing business.
If you are receiving feedback that your clients are not getting the best experience out of dealing with you, it’s time to get CoachGlue’s “Client Onboarding Planner” for remedy!
The 21-page planner covers:
Step 1: Take Stock – Every process improvement begins with a good, hard look at what you currently have. From client agreements to membership sites, you need to know exactly how your systems work today. Only then can you work toward full automation.
Exercise: Map out your existing client onboarding flow
Step 2: Think Like a Business – Jeff Bezos doesn’t process Amazon refunds, Bill Gates doesn’t troubleshoot the Blue Screen of Death for computer users, and Richard Branson isn’t serving drinks on any Virgin Airlines plane. So why are you playing Jane of All Trades? Hire the right people for the job, and you’ll be amazed at how smooth the client onboarding system can be.
Exercise: Identify tasks you should not be doing and make a plan to replace yourself
Step 3: Find the Holes – If you’re like most coaches, there are trouble spots in your current systems. There’s no shame in that unless you pretend they don’t exist. Make a list, then start checking them off as you fix them.
Exercise: Review e-mails, help desk, social channels, phone logs for trouble spots and recurring issues
Step 4: Invest in Solid Systems – Nothing makes automation more difficult that piecing together sub-par systems. If you’re still handing customer support with a Gmail address, relying on back-and-forth e-mail to schedule appointments, or keeping client notes in a Word doc on your desktop, it’s time for an upgrade.
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Exercise: Make and prioritize an upgrade list
Step 5: Create a Policies & Procedures Manual – Consistency matters, not only when it comes to improving your efficiency (and adding cash to your bottom line) but for customer experience as well. A clear policy and procedures manual will ensure everyone on your team is on the same page.
Exercise: Create a policy and procedures manual
Step 6: Build a Library of Copy/Paste Documents – If you have to re-invent the wheel every time you send a proposal to a potential client, you’re wasting precious time. Instead, create your agreements, intake forms, and other documentation once, then simply customize it for each new client.
Exercise: Develop a documentation library
Step 7: Cross Train Your Team – If you don’t want your business to grind to a halt when a key staff member takes a vacation, then cross-training is a must. Identify similar positions, and ask them to train one another on at least the basics of their jobs.
Exercise: Identify team members for cross-training
Step 8: Take a Cue From the Manufacturing Industry – Just because you’ve made improvements doesn’t mean you’re finished. In fact, whether they’re building cars or making candy bars, one thing all manufacturers have in common is a policy of continual improvement. Every process that can be automated or made more efficient saves them money and it will for you, too.
Exercise: Create a continual improvement policy and schedule
You have complete rights to edit this document, add in your business information, and sell it to your own clients!
