Episode 66. How to Automate Your Onboarding

With spring (hopefully!) around the corner, some people are turning to spring cleaning. As with many of the podcast episodes, Jackie was inspired to reflect on what cleaning up could mean in business and not just in her home. When you sign a new client, is your onboarding process cobbled together or is it a smooth, well-tested process? In today’s episode Jackie is sharing why having a repeatable and scalable onboarding process is crucial for your business. 

Generally the first full experience of what your client has purchased from you is in the onboarding process and shouldn’t feel burdensome to the client. Tune in to Jackie’s tips on ways to help your client keep that initial excitement from their purchase through the onboarding process as well. Also, check out the affiliate links below for some of the amazing programs Jackie uses for her team and clients!

Links: 

Sign up for Clickup (our preferred project management tool).

Sign up for Dubsado to manage your client proposals, contracts, invoices and event automation!

Get your Client Onboarding or Email Templates in The Shop.