New Client Onboarding + Free Checklist

A service business owner walks through why onboarding matters and shares a free checklist to get clients and providers on the same page from day one.
Hey everyone. I'm excited to see you today because we are going to talk about cloning yourself. And this little strategy I have for you today is not only about you cloning yourself, but it's about you helping your clients clone themselves. I mean, imagine the impact when you're not only multiplying your efforts and getting more of you in the world, but when you're also getting more of your clients out into the world. So this little process is called onboarding. You may have heard of this process when you are starting a new job. You get onboarded to the company, you get onboarded to the team, to the processes, to the systems. We need to do the same thing when we are working in our client relationships. This applies if you are in a service based business and you're working one on one with people. This also applies if you're running a course and you are inviting a group of people into a program. Essentially, the onboarding process lets people know the rules of the game. It lets people know what to expect, how to engage, how to execute on things and it really sets people up to be super successful. When onboarding is done right, productivity can increase all around and everybody can get to a place of being efficient and they can get to a place of doing the actual work that you're meant to do. Do faster because you're not worrying about all of the administrative details. You're not sitting there wondering like oh, how, where do I go to get support on this? Or oh, this login is not working, how do I get help on that? Or can I call them? Can I, can I? Is it okay if I call them or should I just email? What do they prefer? How do we work together? If you can answer all of those questions about who, what, where, when and why in the onboarding process, you will be well on your way to a successful working relationship and a successful time together and everyone will get results faster. To make sure you are fully prepared to step into and implement this onboarding process with your clients. Again, whether it's a service based business or whether you're running a program where multiple people come in to work with you at one time, we have got an onboarding checklist for you to leverage and to download right below this video in the comments, let me know. Are you already using an onboarding process with your clients? If so, how's it working and what tips do you have for us? If not, let us know how you think this could benefit your business. I can't wait to see what you have to say in the Comments thank you so much for watching. Don't forget to like and subscribe. And if you're watching on YouTube, head on over to niceops.com to get your onboarding checklist and to get on the nice list. I'll see you in the next video.
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