Podcasts about client onboarding

Creating automatons with AI has never been easier and I don't want you to get left behind in this industry if you haven't started implementing these tools in your business. I am going to share 4 big coaching tasks you're probably spending too much time on that AI can help you with and even create a better product and experience for your clients. Stay tuned for Part 2 where we will cover how to implement high touch human connection elements to set your coaching program apart.   Time Stamps:   (1:09) What Are Your Clients Actually Paying For? (2:18) My Economics Professor (3:21) Delegate, Automate, and Eliminate (4:51) Flintstones vs Jetson's (6:53) Client Onboarding (8:27) Program Creation (10:46) Client Communication (12:34) Whisper Flow (13:27) Client Tracking and Analytics ---------- Whenever You're Ready, Here Are 4 Ways We Can Help You (For Free)   (Community) Join the Fitness Business Secrets FB  Community to Unlock Your Free 5 Clients in 5 Days Mini-Course   (Content) Grab our exact post templates that are responsible for more than 3,500 online clients in our business Automated Post Planner   (Instagram) 3-5x Your Engagement, Grow an Audience and Generate Dream Clients from Instagram IG Playbook For Health & Fitness Coaches   (Get Clarity) Schedule a FREE No-Obligation 15-minute Call to Explore How To Add 10,000/Mo to Your Business–Guaranteed

In this episode of the Post Status Happiness Hour, host Michelle Frechette chats with Adam Warner, GoDaddy's Director of Field Marketing. Adam discusses GoDaddy's latest tools, including the Site Optimizer for enhancing SEO and the AI-powered market research tool for client management. The conversation highlights GoDaddy's commitment to the WordPress community and upcoming developments.Top Takeaways:GoDaddy Airo is an AI-Powered Productivity Boost for Web Professionals: GoDaddy Airo offers a suite of tools designed to help web designers and developers (a.k.a. “web dnds”) save time and improve quality. It helps with tasks like writing copy, generating SEO meta descriptions, creating alt text for images, and performing overall site optimization.The Site Optimizer Ensures Strong SEO and Accessibility Foundations: The Site Optimizer tool scans pages for SEO opportunities and accessibility issues—like missing alt text—and provides automatic or manual suggestions to improve them. It covers headline hierarchy, content structure, social sharing cards, and more.Client Management is Streamlined with Built-In Tools and AI-Generated Market Research: Each client entry includes a simplified project/task list covering everything from discovery to site launch and maintenance. The standout feature is AI-powered market research, which generates useful client-specific data like industry demographics and SEO opportunities—great for discovery calls and proposal prep.Mentioned In The Show:WordPress.orgGoDaddy GoDaddy AiroManaged WP

Client onboarding is more than just paperwork—it's about setting the tone for a lasting partnership. How then do you streamline the process without losing the human touch that makes clients feel valued? In this episode of The Agency Blueprint, I discuss how automation can help streamline the client onboarding process while maintaining a personal touch. I explain the benefits of a positive onboarding experience and how bad onboarding can lead to micromanagement and dissatisfaction. Don't miss this episode to learn how consistency in the onboarding process helps identify potential problems and improves the overall client experience! Key Questions: [00:34] Have you considered how automating parts of your client onboarding can save you time while keeping the process personalized? [07:18] Do you have a standardized onboarding process in place, or is it something you need to develop? [10:23] How could automating repetitive tasks in your client onboarding process help free up your time for more valuable activities? [13:49] Are you ensuring that your client onboarding experience is fast enough to reduce buyer's remorse? [18:18] How could you personalize your automated emails to enhance the client experience without compromising efficiency? What You'll Discover: [01:18] The concept of buyer's remorse and how a smooth onboarding process can calm client fears. [03:51] How a bad onboarding experience can lead to micromanagement and dissatisfaction, which can negatively impact the project. [04:52] The benefits of a positive onboarding experience, including reduced anxiety and stronger client trust. [07:18] The importance of standardizing the onboarding process before considering automation. [10:23] The benefits of automation, including saving time, increasing consistency, and allowing for more strategic focus. [12:02] How automation can allow you to manage more clients and boost profitability by streamlining your onboarding process. [13:00] How automated emails can set clear expectations for clients, including team introductions and next steps. [13:49] The importance of onboarding speed in reducing buyer's remorse and setting the stage for success. [14:33] How even without full automation, templated emails can still provide consistency while adding slight personal customizations. [15:17] How sending out effective client questionnaires ensures you're gathering the right information without overwhelming clients. [17:36] Why having standardized onboarding checklists in your project management software ensures a consistent client experience. [18:18] How you can inject personal touches into automated systems, like adding client names or specific goals. [20:18] The importance of balancing between automation and human connection in client onboarding to avoid an overly robotic experience. [21:25] How a balanced, well-automated onboarding experience can foster long-term client success while maintaining a personal connection.

In this episode of MSP Unplugged, Rick, and Corey dive into one of the most critical (and often overlooked) parts of the client journey—onboarding. We break down what's working, what's not, and how we've each improved our own onboarding processes to deliver a smoother, more professional experience for new clients. From documentation to communication and setting expectations, we share the tools, tips, and templates that help set the tone for a successful long-term relationship.  If you're looking to tighten up your onboarding game and boost client satisfaction from day one, this episode is for you.

On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process.  During our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and delighting clients, and days 60+ dedicated to "shocking and awing" clients. She shares practical examples from her own practice, including providing termination scripts for previous advisors, sending personalized thank-you notes, and conducting formal onboarding meetings. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/405  

BRX Pro Tip: 3 Steps for Easier Client Onboarding Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, what are you learning about bringing on new clients, getting them onboarded quickly, efficiently, productively? Lee Kantor: Yeah. I mean, having a client onboarding system is so critical. […]

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In this conversation, Ilonka Ras discusses the common misconceptions surrounding systems in business, particularly the belief that they are only for large companies. She emphasises the importance of having systems in place to improve efficiency and reduce overwhelm for business owners. Ilonka provides practical examples of simple systems that can be implemented to create more freedom and organisation in your business, ultimately leading to a better work-life balance.Ready to implement the right systems in your business so it can finally work for YOU? Schedule your complimentary consultation call here and let's discuss how I can help you.Link to Music Credits Track: Positive MotivationAuthor: AShamaluevMusic (ASM)Publisher: CD Baby (IPI 700570289)Connect With Ilonka On Social MediaInstagram | Facebook | YouTube

Onboarding new coaching clients can make all the difference in your success as a coach. Effective onboarding is far more than a nice-to-have—it's a powerful tool for building lasting client relationships from the very start.   A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals. How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word?   Tune in this week to learn a simple, powerful onboarding system that will save you time, help you impress new clients and reassure them they made a great decision to coach with you. Plus, I'm pulling back the curtain on my own client onboarding process, and, you'll walk away with a practical checklist you can implement now in your coaching business.   What You'll Discover:   Common mistakes coaches make when they haven't designed their onboarding process ahead of time.   The mindset you need to foster genuine connection during the onboarding experience.   My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you.   3 key strategies to kickstart a seamless and impactful onboarding process with your new clients.   The 8 essential components of my own client onboarding sequence.   A handy checklist to guide you in creating your own standout onboarding process.   ~~~   For full show notes, transcript, and to join me for The Coaching Edge FREE workshop, click here: www.themoneycoachschoolpodcast.com/70

Client retention is the cornerstone of building a million-dollar digital marketing agency. While many focus on acquiring new clients, retaining existing ones is more cost-effective and vital for sustained growth. A world-class onboarding process not only improves client retention but also sets the tone for a long-term partnership. In this guide, we'll share [...] The post My Exact $6M/yr Agency Client Onboarding Process appeared first on Seven Figure Agency.

Are your clients truly set up for long-term success? A well-crafted client onboarding process can make or break your partnerships. The first 90 days are critical; they either nurture client loyalty or risk early disengagement. In this episode of The Agency Blueprint, I discuss the importance of developing a comprehensive client onboarding process to shape long-term client relationships. I share actionable strategies to build trust and exceed client expectations, ensuring they feel confident about their decision to partner with you. Don't miss this episode to learn how to prepare and structure successful internal and client kickoff calls. Key Questions: [01:30] Why are the first 90 days of onboarding crucial for setting the tone of your client relationship? [05:39] How do you prepare your team to allow them to have success in the onboarding process? [05:52] How do you ensure your team effectively transfers client information from sales to production without losing key information? [10:47] Are your internal kickoff meetings prepared enough to ensure your team fully understands the client's needs before interacting directly with them? What You'll Discover: [01:40] The importance of understanding buyer's remorse and ways to turn uncertain clients into long-term partners. [03:30] How to map out positive and negative touchpoints in the onboarding process to enhance the client experience. [05:52] Avoid miscommunication between sales and production teams by preparing internal teams effectively. [08:33] The importance of involving the account leads early to build trust and reduce client anxiety. [09:16] How to efficiently resource allocate a client's work in the proposal phase with tools like Harvest and Float. [09:53] The importance of welcoming clients warmly within 24 hours to build immediate confidence. [10:57] The importance of pre-meeting preparation for a successful internal kickoff call to ensure everyone is informed. [14:22] How to structure a client kickoff call, focusing on objectives, deliverables, and communication clarity. [15:32] The importance of ensuring you stay in communication with the client to keep them informed on the behind the scenes. [16:10] A few thoughtful things you can do to surprise the client and cement your relationship. Book Mentioned: Never Lose a Customer Again by Joey Coleman

In this episode of the Dog Trainers Podcast, Mariano Alvarez and Brent LaBrada kick off Season Four by discussing the importance of optimizing dog training businesses. They explore key areas such as marketing, sales, and delivery, emphasizing the need to understand customer needs and experiment with services. The conversation also highlights effective time management strategies and the significance of enhancing the client onboarding experience to ensure customer satisfaction and loyalty. In this episode, Brent LaBrada and Mariano Alvarez discuss essential strategies for dog trainers to enhance their business operations. They emphasize the importance of effective onboarding, managing customer relationships during training, and implementing sales strategies to close more deals. The conversation also covers the significance of delivering exceptional customer service and utilizing automation tools to improve efficiency. The hosts encourage trainers to seek help and focus on building rapport with clients to foster long-term relationships.Thanks for listening!Mariano AlvarezIG @UNTAMEDDOGCOwww.untameddogco.comPhoenix, AZBrent LaBradaIG @CANISBEHAVIORwww.canisdogtraining.comLos Angeles, CA

Having a solid client onboarding process is critical for success as a brand designer. It's more than just paperwork – it's about creating a professional first impression and ensuring every project starts on the right foot. In this episode, I'll walk you through my step-by-step onboarding process, covering everything from setting expectations to delivering organized final files. Whether you're working with a startup or a high-profile client, this process will help you streamline your workflow and create a seamless client experience. You will learn: How to create a clear and professional onboarding process that sets expectations. The steps to implement a client portal for organized communication. How to present your design work effectively to showcase its value. Tips for maintaining communication while setting boundaries with clients. How to wrap up projects in a way that ensures client satisfaction and future referrals. I hope these tips inspire you to refine your process and make your next onboarding experience even better! Aventive Academy's Resources: $12k Client Attraction Masterclass: https://aventiveacademy.com/attract-clients-workshop/ Brand Guidelines Template: https://aventiveacademy.com/brand-guidelines/ Client Portal for Designers: https://aventiveacademy.com/client-portal/ The Wealthy Client Blueprint: ⁠https://aventiveacademy.com/wealthy-client/ 12-Week Business Program for Designers: https://aventiveacademy.com/profit

Timestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33 Building a Multi-Jurisdictional Practice01:05:44 Final Thoughts and Encouragement01:16:45 Upcoming Events and Closing RemarksIf you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback! For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Do you feel your client relationships could use a stronger foundation from the beginning? In today's competitive agency world, the importance of a seamless and repeatable client onboarding process cannot be overstated. Whether you're struggling with setting clear expectations, facing scope creep, or dealing with project delays, a well-structured onboarding strategy is key to securing long-term client satisfaction and success. By tuning into this episode of The Agency Accelerator podcast, you'll learn how to: Establish clear timelines and deliverables that keep everyone on the same page, avoiding confusion and delays.Utilise practical tools and techniques to streamline your onboarding process, saving time and reducing stress.Identify and avoid common onboarding mistakes that can lead to misunderstandings and strained client relationships. Timestamps: [00:00] Introduction [00:33] The Importance of Client Onboarding [01:35] Rob's Agency Experiences [03:15] Benefits of Structured Onboarding [05:15] Setting Clear Expectations [07:48] Tools for Smooth Onboarding [10:15] Welcome Pack Essentials [12:02] Common Onboarding Mistakes [14:32] Onboarding and Client Retention [15:55] Closing  Quotations “Onboarding isn't just about starting a project right; it's about setting the stage for long-term client satisfaction and retention." — Rob Da Costa "Skipping the kickoff meeting might save you time now, but it will cost you much more in misunderstandings and frustrations later. Trust me, alignment from day one is crucial." — Rob Da Costa,  Rate, Review, & Subscribe on Apple Podcasts “I enjoy listening to The Agency Accelerator Podcast. I always learn something from every episode.” If that sounds like you, please consider rating and reviewing my show! This helps me support more people like you to move towards a Self-Running Agency. How to leave a review on Apple Podcasts Scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then, let me know what you loved most about the episode! Also, if you haven't done so already, subscribe to the podcast. I'm adding a bunch of bonus episodes to the feed and, if you're not subscribed, there's a good chance you'll miss out. Subscribe now! Useful links mentioned in this episode: Check out my award-winning Client & Account Management Mastery CourseDownload my FREE guide on Great Client & Account ManagementTry your AI Digital Coach, AskRobAnything, for free

In this episode of the Web Design MBA podcast, focus specifically on creating an effective onboarding process. We explore how a solid onboarding system can significantly improve client satisfaction, build trust, and streamline the project management process. If you this right, it should lead to more consistent referrals, too! 00:00 Welcome to the Web Design MBA Podcast00:47 Engaging with Audience Questions01:28 The Importance of Onboarding in Web Design01:57 Psychology and Marketing in Onboarding04:11 Effective Onboarding Tactics06:56 Creating a Repeatable Process10:04 Basic Elements of Onboarding19:17 Practical Steps to Implement Onboarding21:01 Conclusion and Next Steps

Episode 231 FACULTY: Kyle Geers, CPA CLASS: #Shoperations In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated communication and collaboration challenges, and utilized tools like Power BI and ClickUp. Discover insights on capacity planning, client service management, and fostering team growth through clear career paths.

One of the best ways to keep Fractional CFO clients longer is by nailing the onboarding process. This video walks you through my approach.

“If you're only working in the business, you're doing it wrong. Cut your activities in half. You have to free up time to think about the business, to work on the business.” – Simon SeverinoThe finer details of this episode:• Transition from traditional tax-based practices to advisory-oriented services in accounting.• Challenges faced by accounting firms in defining and marketing their services.• Importance of understanding client needs and delivering tailored solutions.• Decoupling time from value in professional services to enhance profitability.• Strategies for effectively packaging and pricing advisory services.• The role of marketing in differentiating accounting firms in a competitive landscape.• Implementing structured approaches like "Strategy Sprints" for business growth.• Identifying operational constraints and improving processes for better service delivery.• Building long-term client relationships to foster loyalty and satisfaction.• Emphasizing the need for continuous improvement and agile responses to market demands.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/● Check out Strategy Sprints here: https://www.strategysprints.com/Timestamps:Introduction to the Podcast (00:00:00)Overview of the podcast's mission to provide insights on accounting firms' growth and innovation.Guest Introduction (00:00:22)Co-host introduces Simon Severino, highlighting his expertise and the challenges accounting firms face.Simon's Background (00:01:29)Simon shares his non-linear career path, emphasizing his passion for market strategy and problem-solving.Transitioning to Advisory Services (00:03:09)Discussion on the shift from tax-based practices to advisory services in accounting firms.Decoupling Time from Value (00:05:14)Simon explains the importance of separating time spent from the value delivered to clients.Client Example: Cash Flow Reporting (00:06:15)Illustration of how an accounting firm expanded services and improved profitability through automation.Challenges in Changing Mindsets (00:08:54)Discussion on the difficulty accountants face in shifting their perception of time-based billing.High Margins of Advisory Services (00:09:31)Simon highlights the significant profit margins in advisory services compared to traditional services.Understanding Entrepreneurial Needs (00:10:51)Exploration of what entrepreneurs truly need from their accounting services and reports.Importance of Advisory in Cash Flow (00:12:40)Discussion on the necessity of advisory services in helping clients interpret cash flow reports.Strategic Value of Consulting (00:13:37)Simon emphasizes the value of being a sparring partner for clients in decision-making.Subscription-Based Services (00:14:45)Discussion on how subscription models can help disconnect time from billing in professional services.Impact of AI on Professional Services (00:15:58)Simon discusses the challenges posed by AI in the financial services sector and competition.Marketing on LinkedIn (00:17:16)Emphasis on the importance of LinkedIn for professional services and strategies to gain mindshare.Mindshare and Marketing Strategies (00:19:59)Simon discusses the need for consistent marketing efforts to stay top of mind with clients.Common Marketing Mistakes (00:20:51)Simon identifies common pitfalls accounting professionals face when starting their marketing efforts.Responsibility for Marketing (00:21:46)Discussion on the necessity of assigning dedicated roles for marketing within accounting firms.Introduction to Strategy Sprints (00:22:50)Discussion on the importance of external presence in accounting firms.Client Satisfaction and Acquisition (00:22:59)The roles of team members in ensuring client satisfaction and bringing in new clients.Defining Strategy Sprints (00:23:14)Overview of what a strategy sprint entails and its focus on key activities.Creating Client Flywheels (00:23:52)Strategies for generating more work from existing clients through enthusiastic moments.Distribution Flywheels (00:25:06)Methods for creating compelling content and building a pipeline of ideal clients.Defining the Ideal Client (00:26:08)Importance of identifying and sticking to an ideal client profile for long-term success.Measurement in Strategy Sprints (00:27:17)The significance of measuring activities weekly to determine effectiveness.Reclaiming Time (00:28:17)How identifying ineffective activities can help reclaim valuable time in business operations.Focus Card Metrics (00:28:40)Using the focus card to track three key metrics every week for better results.Scientific Approach to Business Growth (00:29:55)Implementing a scientific method for testing and validating business strategies.Client Onboarding and Constraints (00:31:07)Identifying constraints in professional services to improve overall throughput.Addressing Service Offerings (00:33:19)Discussion on the challenges of adding new services and recognizing value in advisory roles.Pricing and Packaging Services (00:34:32)Strategies for increasing service pricing and developing attractive packages.Learning from Other Industries (00:36:08)Insights on how professional services can benefit from models used in franchising.Creating a Scalable Business Model (00:38:00)Transforming a consultancy into a scalable model by professionalizing brand and processes.Resources for Further Learning (00:40:32)Information on where to find tools and resources for implementing strategy sprints.Main Takeaway (00:42:20)The importance of cutting activities in half to free up time for strategic thinking.

Crafting an exceptional customer journey, from the initial contact through every touchpoint to post-service interactions, is crucial for ensuring your clients' satisfaction. This holistic approach to customer experience is key to setting your business apart in today's competitive market. Your customer journey consists of several key stages: inception, selling, onboarding, service delivery, and offboarding. Each stage deserves careful attention to make sure your clients feel valued and supported. By truly understanding their needs and preferences, you can create a more personalized and effective experience that fosters long-term relationships and boosts customer satisfaction. Consistency in brand personality throughout the customer journey is often overlooked, yet it's vital. A consistent brand helps build trust and makes your customers feel more connected to your business. By focusing on these aspects, you'll not only meet but exceed customer expectations, driving positive referrals and contributing to your business growth. Quotes “Having grown up in the restaurant business and hospitality, I have always, always paid very close attention to the customer experience that we provide our web customers. And one of the things we've always done is make them feel like they're walking into a restaurant, even though they're working into a virtual office.” “I think this is where a lot of businesses could differentiate, and the customer experience they provide could easily make or break them, since we're living in such a hyper competitive world.” “Customer Journey for Dummies, it is the complete sum of experiences that a customer or client will go through when they're interacting with your company, and that starts before they're actually even paying clients.  “It encompasses every single touch point and stage that a customer passes through, from first becoming aware of your brand until they make a purchase, and also if they have to return something.” “Even the way you continue to interact with them after the scope of work is complete is still part of the customer experience or customer journey.” “We're not order takers in the web development world, we're really more partners, really invested in the outcome and growing that business or growing that personal brand, just as much as the client is.” “Throughout the customer journey of working with us, we have teammates whose sole responsibility it is to check in with the client and to keep them on timeline, because timeline impacts budget, right?” “There's also an offboarding time period for clients that are heavily engaged in the workflow, offboarding and then also continuing to cultivate the relationship and continuing to help them grow and establish their brands.” “One reason why we send newsletters and we do this podcast is it's very much for our existing and past clients, just as much as it is for our potential clients. We want to keep supporting them and helping them to grow far into the future.” “One common [mistake] is just not thinking about it. Another common one is not treating a customer the way you would want to be treated and really being very focused on yourselves versus what might be going on in that customer's world or role.”  “A lot of our clients are extremely busy during our own working hours, right? We have to be mindful of what their day to day is like, and also kind of tap in to understand where their overwhelm point is and be able to adjust accordingly.” “We have these different points in our service delivery, really taking the time to map out every single touch point down.” Links mentioned in this episode: Excellence Wins: A No-Nonsense Guide to Becoming the Best in a World of Compromise by Horst Schulze: https://a.co/d/5rIyWeO

In this episode of the Construction Disruption podcast, Todd Miller of Isaiah Industries and co-host Ethan Young sit down with Ron Nussbaum, founder of BuilderComs. They discuss Ron's journey from the Marine Corps to construction and eventually technology, focusing on how BuilderComs evolved into the platform it is today. Ron shares insights on solving communication issues in the construction industry, the app's functionality, and its impact on businesses and homeowners. With a vision to integrate seamlessly with other construction software, BuilderComs aims to be the central communication hub. Tune in for an engaging conversation filled with industry insights and practical advice for construction professionals. Timestamps00:52 Dad Jokes and Challenge Words01:37 Communication in Construction02:04 Introducing Ron Nussbaum and BuilderComs03:16 The Evolution from NuttNest to BuilderComs08:04 BuilderComs: Features and Benefits10:28 Client Onboarding and Support12:11 Homeowner Experience with BuilderComs17:51 Client Feedback and Success Stories20:31 Future Challenges and Opportunities21:49 BuilderComs: Bridging the Software Gap in Construction22:43 The Power of Integration with Procore24:20 The Vision Behind BuilderComs25:41 Introducing the Construction Champions Podcast26:30 Changing the Mindset of the Construction Industry29:39 Advice for Newcomers in Construction33:16 Rapid Fire Questions with Ron Nussbaum39:55 Final Thoughts and Contact InformationConnect with Ron OnlineLinkedIn: https://www.linkedin.com/in/ron-nussbaum/Website: https://www.buildercoms.com/For more Construction Disruption, listen on Apple Podcasts or YouTubeConnect with us on Facebook, Instagram, or LinkedInThis episode was produced by Isaiah Industries, Inc.Construction Disruption was recently featured in this 15 Best Podcasts for Contractors list!This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpChartable - https://chartable.com/privacy

Click here for the full transcript, notes, links, and more. The doors to Organized Coach Academy are open! Until Wednesday evening, a very special bonus is included. Learn more and purchase here. Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented? Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients. I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider... Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish? Is there anything you can simplify in this process? Delegate? Automate? Is each step documented? Are all links needed to do this process included in each step Have you tested your documentation? As you test it, make any adjustments to improve it. As you reflect on your current processes, identify areas for improvement by thinking about: Is your money collection process effortless? How do you get the information your client needs? Do you have an email welcome or nurture sequence set up? Do you need to add any appointments or reminders to your calendar? Does your process create reassurance or safety for new clients after making this big decision? Is it clear to your client what their next step is? Does your onboarding give off "care and thoughtfulness" vibes? Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals. If you want help documenting processes, join Organized Coach Academy today! For links to the coach examples mentioned, click here. 

In this episode, Emma sits down with Taryn Rachelle, Community and Partnerships Leader at Dubsado, to discuss how Dubsado's powerful features can elevate your client experience and streamline your business processes. Taryn shares her insights on underutilized features like white labeling links and multi-branding, and how they can create a seamless and professional experience for your clients. She also provides details on how to access Dubsado for free and shares upcoming opportunities to engage with the Dubsado team. Listen in as we discuss:  Leveraging Dubsado's white labeling and multi-branding features  The importance of an elevated client experience for business success  How to streamline your client onboarding and payment processes And so much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Connect with Taryn + Dubsado: Dubsado's Instagram Taryn's Instagram Try Dubsado for yourself! Use our link to receive 20% your first month or year! http://dubsado.com/?c=emma20  

In the second installment of a four-part series, Keila focuses on understanding client mix and maintaining strong client relationships as key factors for success in professional service firms. She explores how technology impacts client satisfaction, emphasizing the importance of effective onboarding processes and assessing whether current tools meet both firm and client needs. Keila also discusses strategies for evaluating client fit, gathering feedback, and building stronger relationships, ultimately aiming to enhance transparency and deliver on promised client experiences.Thank you to our sponsor, Ignition Book free trial Here : ignitionapp.info/keila-free-trialCoupon code: Trawick24 50% off for 3 months (pro, pro +), expires Jan 1, 2025(00:00) - Introduction to the Series (01:13) - Recap of Last Week's Episode (01:30) - Understanding Your Client Mix (02:05) - Technology and Client Onboarding (04:19) - Evaluating Client Fit and Responsiveness (05:31) - Client Satisfaction and Feedback (08:37) - Concluding Thoughts and Next Steps (09:49) - Sponsor Message and Closing Connect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coRESOURCES:Learn more about Little Fish's suite of services and sign up for our newsletter at www.littlefishaccounting.comFollow Little Fish Accounting at instagram.com/littlefishaccounting

**Cold Open (Our advice to a developmental agency owner)****Skip the Cold Open at 13:55**In this episode, we dive deep into what our onboarding process looks like for new clients. More specifically, we go over our entire Onboarding document that we make new clients fill out.It gives us every detail about their business that we need to know in order to effectively execute our services.That includes their brand messaging, the size of business they are, what their target CPA is, and even accounts we need access to.----------------------------------If there's anything we've learned about owning a digital agency, it's that your online security is #1. After facing a Facebook hack with the hacker spending $30,000 on our ads account in a matter of 2 days, we've partnered up with Aura to monitor our online presence and secure our accounts.Secure yourself and your agency while supporting the podcast by running a scan of your personal information for free when you sign up for a free 14-day trial at aura.com/everbros.You can also get up to 50% off security and monitoring plans with the same link after your trial expires!----------------------------------⭐⭐⭐⭐⭐As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.----------------------------------Want to connect with us? Reach out to us on the everbrospodcast.com website, follow us on YouTube, or connect with Jake on socials:Twitter/X: @HundleyJakeLinkedIn: linkedin.com/in/jake-hundley/Facebook: facebook.com/jake.hundley.1Instagram: instagram.com/jakehundley/Reddit: u/JakeHundleyTikTok: @jakehundley

In this guide, you'll learn how to perfect your agency client onboarding process. The experience you create in the first 24 hours, 48 hours, and week will determine if your client stays long-term. Here are the key steps to ensure a seamless onboarding process. Welcome with a Bang and Appreciation Firstly, make sure [...] The post How to Nail Your Agency Client Onboarding Process appeared first on Seven Figure Agency.

Episode #322 of The Hormone Puzzle Podcast is a special episode where our host, Dr. Kela Smith talks about Effective Client Onboarding and Engagement Strategies for Fertility Coaches. Each month the last episode is dedicated to coaches and people who want to be coaches to teach you skills that you can use in your own coaching practice so if you're already a coach or maybe you're thinking about becoming one you can learn so many skills from listening to these episodes. More about Dr. Kela: Dr. Kela Smith is a Holistic-Integrative Fertility and Hormone Doctor and the Lead Educator - Hormone Puzzle Society Educational Institute for Coaches. After personally battling infertility, she was finally able to conceive by implementing her Hormone P.U.Z.Z.L.E method (plus cycle optimizing), which takes a holistic approach to preparing the body for pregnancy from the inside out. Since then, she has made it her mission to help other women who are struggling with infertility to optimize their bodies and hormones so they can get pregnant, stay pregnant, have a healthy super baby, and easy postpartum, as well as eliminate symptoms of hormone imbalance. With over 25 years of experience as a professional fitness trainer and wellness educator, Dr. Kela has created 7 courses and published multiple books on fertility, hormones, pregnancy and total body wellness. Her recent book, The Hormone Puzzle Method: Optimizing Pregnancy has all her tips for a healthy, happy pregnancy. She mentors future fertility experts at the Hormone Puzzle Society Educational Institute for Coaches, which is an accredited and certified institute of higher learning for anyone interested in becoming a fertility coach. She also hosts The Hormone P.U.Z.Z.L.E Podcast, Solving-Infertility Summit and Healthy Happy Pregnancy Summit. Thank you for listening! Follow Dr. Kela on Instagram - @‌kela_healthcoach Get your FREE 3 Steps to Launch a Fertility Coaching Business Guide: https://hormonepuzzlesociety.com/education For sponsorship opportunities, email HPS Media at media@hormonepuzzlesociety.com

Say thanks and learn more about our podcast sponsor Omnisend. In this episode of WP Minute+, host Matt Medeiros interviews Emmanuel, a WordPress agency owner and community organizer from Port Harcourt, Nigeria.My conversation with Emmanuel was truly enlightening and left me feeling optimistic about the state of WordPress in Nigeria. It was refreshing to hear how WordPress is thriving in his part of the world, powering an impressive 65% of websites in the country.I was particularly impressed by the vibrant WordPress community Emmanuel described in Port Harcourt. The mix of students and professionals, ranging from 17 to 40 years old, actively participating in meetups and events speaks volumes about the platform's appeal across generations.Emmanuel's insights into running a WordPress agency in Nigeria were fascinating. Despite the competitive landscape, it's clear that there's a strong demand for WordPress services.The upcoming first WordCamp in Port Harcourt is an exciting development, and it's great to see the WordPress community growing and organizing larger events. This progress bodes well for the future of WordPress in the region.Key Takeaways for WordPress Professionals:The WordPress ecosystem in Nigeria is competitive but thriving, with WordPress powering about 65% of websites in the country.Word-of-mouth and referrals play a crucial role in acquiring clients for WordPress agencies in Nigeria.The WordPress community in Nigeria is growing, with a mix of students and professionals aged 17-40 participating in meetups.Open source aspects of WordPress are less important to end-users in Nigeria, but the community values the ability to customize and learn from the platform.Elementor is popular for client projects due to its customization capabilities, but there's interest in Gutenberg's evolving features.WordPress events, including meetups and hackathons, are gaining traction in Nigeria, with plans for the first WordCamp in Port Harcourt.Blogging is still relevant in Nigeria, especially in the entertainment sector, but faces competition from social media platforms.Important URLs mentioned:Brelathewpminute.com/subscribeChapter Titles with Timestamps:[00:00:00] Introduction and Recent WordPress Hackathon[00:02:00] WordPress Business Landscape in Nigeria[00:06:00] WordPress Usability and Client Onboarding[00:09:33] Elementor vs. Gutenberg: Feature Comparisons[00:13:42] Open Source Significance in the Nigerian Market[00:16:16] WordPress User Demographics in Nigeria[00:18:28] WordPress Meetups and Events in Port Harcourt[00:22:01] Blogging Trends and WordPress Adoption[00:24:07] Future Plans: First WordCamp in Port Harcourt ★ Support this podcast ★

In this episode, Molly delves into the common pitfalls law firms face with sterile and impersonal client communications and offers dynamic solutions to create a more engaging and effective client onboarding process. She emphasizes the importance of moving away from clinical terminology like "intake" to more client-friendly roles, focusing on empathy, relationship building, and personalized service.   Key Takeaways: Personalization Over Automation: Effective client onboarding requires a balance between automation and personalized, empathetic communication. Role Rebranding: Rebranding traditional "intake" roles to more inspiring titles like "Client Success Coordinator" can enhance client engagement from the first interaction. Empathetic Communication: Initial client interactions should focus on building rapport and active listening to make clients feel valued and understood. Effective Team Training: Training staff to prioritize empathy and relationship-building over mere data collection can significantly improve conversion rates and client satisfaction. Holistic Process Audits: Regularly involving the entire team in reviewing and refining processes and scripts ensures that all aspects of client communication align with the firm's brand and values.   Quote for the Show: "Your demeanor makes all the difference when onboarding a new client, and onboarding begins with that first call." - Molly McGrath   Links Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/xOQTO7_bsfU  

Read ONLY If you want to learn more onboarding clients to maximize their retention. In that case, I cover that and all the other aspects of starting a wildly profitable agency - service delivery, outreach, systems & processes, and much more - inside my program Agency Accelerator. Click here to learn more: https://link.agency-accelerator.io/join Download the resources of this video: https://event.agency-accelerator.io/resources/6-step-client-onboarding-roadmap Learn more about your ad choices. Visit megaphone.fm/adchoices

Follow me on Instagram Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership.      

Creating a client onboarding process is a necessary step to continue serving your clients and scaling your business. You must have a thorough and automated client onboarding process. You have worked to establish the know, like trust factor with your new client, and now they are ready to invest in your services. A new client is going to pay to learn more from you. It is your job to make this feel like a Disneyland experience. You want your new clients to feel comfortable and confident that they chose to work with you. Let's make this a great experience. How to Establish Your Client Onboarding Process What to Include for Low Ticket Items These low-ticket items could include a low-priced membership or courses under $1,000. For your low-ticket items, you want to start with an invoice and then present the contract or terms of service for them to read through. Clients should also receive an automated email with links to all platforms and logins. You want to make things as seamless and easy for clients as possible. We are servant leaders. We are here to serve our clients. What to Include for High Ticket Items Your client onboarding process for high-ticket items is essentially the same process. You want to start with an invoice and then present the contract. Make sure that a lawyer has created your contract and clearly outlines any refund policies you have. Clients should receive an automated email with links to all platforms and logins, a way to access calendar reminders and replays. An additional personal touch of an onboarding gift, a handwritten birthday card, and an offboarding gift are all nice personal touches. Keeping this contact with your client is an additional way to let them know you are here to walk them through this process of working together. Client Journey past the Onboarding Process How can you better serve your clients and have a lasting client relationship? Intake During Onboarding: During your client onboarding, you should ask targeted questions to help guide you as you work to serve your clients' needs. 3-month check-in: Check in with the same questions you asked during your onboarding process to continue to help you serve your client. You also want to ask clients: What has helped you so far in our time together to help you find success? It is also important that your client outlines what success means to them(helping others, making more money, expanding their reach, etc.). 6-month check-in: Use the same questions from your 3-month check-in and also ask: What is one thing that is most pivotal to your success that I have helped with? What should we add to the program? What could we take away from the program?   Read the full show notes Website for Jeanette Peterson   Additional resources for growing your business

Are You Struggling to Convert Promising Prospects into Loyal Clients? In this Encore Worlds to Conquer episode, Jamie Shilanski reveals the secret to converting prospects into loyal clients for financial advisors. She masterfully breaks down the art of onboarding, emphasizing the importance of gathering comprehensive financial documents from prospects to deliver accurate and valuable advice tailored to their unique situations. Discover Jamie's "no sell sell" approach, where advisors focus on providing exceptional value during the initial consultation, leaving prospects eager to continue their partnership. Learn the crucial steps to transform prospects into clients, including the key questions to ask and the vital information to obtain. Jamie's expertise will equip financial advisors with a streamlined onboarding process that not only impresses prospects but also lays the foundation for a long-lasting and fruitful client relationship. Don't miss this opportunity to elevate your practice and attract your ideal prospects with a seamless and value-driven onboarding experience. Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide

In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship.  On Monday's episode, Matt and Claire Myers Vitale dove into compensation and team-building strategies tailored for financial advisors. They emphasized the importance of understanding the true value you provide to clients and aligning your team's goals and incentives with that value proposition. Their discussion also focused on optimal timing for hiring, crafting an attractive compensation package, and differentiating your firm with unique benefits that resonate with top talent during the recruiting process.  Thursday's encore "Worlds to Conquer" episode featured Jamie walking listeners through the critical client onboarding phase. She stressed the importance of setting clear expectations from the outset and consistently delivering value that exceeds those expectations. She also provided insights on setting standards for client interactions that foster trust and reinforce your firm's commitment to exceptional service. Whether you're a seasoned financial advisor or just starting out, this information-packed episode offers actionable strategies to elevate your client onboarding experience, build a high-performing team, and cement your firm's reputation for delivering unparalleled value. Resources in today's episode: - Episode Website - Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale - Encore Episode: Client Onboarding - Creating A Solid Foundation  

In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-based relationships. Jamie's blueprint covers all bases, from estate planning and cash flow management to insurance – a comprehensive roadmap for building an unshakable financial house that withstands any storm. With candid insights and actionable tips, this episode is a masterclass in setting boundaries, managing expectations, and delivering value that resonates deeply with clients. Jamie's wisdom will improve your onboarding process whether you're a seasoned pro or just starting. Listen in to gain a competitive edge and craft onboarding experiences that leave a lasting impression! Encore Episode: Client Onboarding - Creating A Solid Foundation

How you onboard new coaching clients may not be the sexiest topic in the coaching space, but it can easily be make or break for your business. Onboarding isn't just a nicety in your business, it actually plays a vital role in your ability to keep clients from getting cold feet and backing out of coaching with you.   And, an intentional onboarding process also helps you keep clients for longer, generating a wonderful client experience as well as powerful referrals that will drive your business forward. So, how can you use a simple onboarding sequence to build sustainability in your coaching business so you don't need to chase new clients?   Tune in this week to discover a simple but exceptional onboarding sequence that will save you time on marketing and money on ads by making it easier to retain the wonderful clients you already have. I'm giving you an unprecedented glimpse at my client onboarding sequence, and you'll even get a checklist you can use in your own onboarding process.   What You'll Discover:   Mistakes coaches make when they haven't prepared their onboarding sequence in advance.   The mindset required for creating real connection when onboarding new clients.   My simple but exceptional onboarding sequence that will help you keep the clients you adore working with.   3 secrets to help you jumpstart a simple and powerful onboarding of your new clients.   8 elements of my own onboarding sequence.   A checklist to help you create an exceptional onboarding sequence of your own.   ~~~   Join Kendall in her new, FREE workshop Coaching Edge: The 1% Shift That Opens The Doors To You Coaching Women Entrepreneurs, here: kendallsummerhawk.com/coach   And, check out Money Breakthrough Business Coach Certification Training if you want training in how to coach women entrepreneurs here: www.certifiedcoach.training  

In this Follow-Up Friday episode, Amber is recapping this week's highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stressed the significance of a structured client onboarding process, detailing its pivotal role in ensuring success for both advisors and clients while also outlining key steps and meeting protocols. Jamie explored tax planning strategies and advocated for collaborative efforts with CPAs to offer holistic financial advice. She emphasizes the importance of obtaining client authorization letters and shares practical tips for maximizing the value derived from 1099s. Throughout the discussion, effective communication emerges as a cornerstone, underscoring its role in delivering tailored solutions and nurturing enduring client relationships. Resources in today's episode: - Episode Website - Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] - Creating Value Adds from the Tax Return

This episode is brought to you by Cured Nutrition, dedicated to harnessing the power of nature to help you live a happier, healthier life. From CBD-infused oils to supplements designed to support your wellness journey, Cured Nutrition has something for everyone. My personal favorites are their CBN Night Caps (when you order today you get FREE NIGHT CAPS TO TRY) and Serenity Gummies. The CBN Night Caps are perfect for promoting restful sleep, while the Serenity Gummies offer a tasty way to relax and unwind. Visit their website at CUREDNUTRITION.COM and receive a special discount by using the link in the description and code JESSDAHL at checkout. Welcome back to our latest podcast episode where we dive deep into the world of systems with the incredible Sam, a systems master who has transformed the way entrepreneurs, CEOs, and founders manage their businesses. If you're an entrepreneur who's been juggling every aspect of your business, this episode is a game-changer for you. Sam and I met a few years back in a container, and since then, she's been a beacon of knowledge, helping me and many others streamline our processes to make our business operations more efficient and less overwhelming. Today, she's here to share her wisdom with all of you. Key Takeaways from This Episode: Understanding Systems: Sam breaks down what systems really mean for entrepreneurs. It's not just about having a process in place but optimizing that process to work efficiently for you. Busy Work vs. Needle-Moving Tasks: We discuss the importance of distinguishing between tasks that keep you busy and tasks that actually move your business forward. Sam emphasizes the need to focus on CEO-only tasks and delegate or automate the rest. Content Creation Systems: One of the biggest time sinks for entrepreneurs is content creation. Sam shares her strategies for creating a content hub, using project management tools, and batching content to save time and maintain a consistent online presence. Client Onboarding and Experience: For those offering services or digital products, Sam talks about the significance of a smooth client onboarding experience. She suggests using checkout pages for services and creating an automated system that keeps the excitement going for your clients from the moment they sign up. Templates and Tools: Sam introduces the concept of using templates and AI tools to streamline content creation and editing, making it easier to maintain quality and brand consistency without spending excessive time on each piece of content. Whether you're struggling with content creation, client onboarding, or simply trying to make your day-to-day operations more efficient, this episode with Sam is packed with actionable advice. Tune in to learn how to implement systems that will not only save you time but also allow you to scale your business effectively. Remember, it's not about working harder but working smarter. And with Sam's guidance, you're well on your way to doing just that. Don't miss out on this opportunity to transform your business with the power of systems. Where you can find Sam: Instagram: https://www.instagram.com/systemswithsam/ Website: https://systemswithsam.com/ If you liked it, share it with a friend or on social media and tag @jessdahl_ and @systemswithsam. Leave a review on ⁠Apple Podcast⁠, or rate it over on ⁠Spotify!⁠ All of it helps =) And don't forget, this episode is sponsored by Cured Nutrition. Visit their website at curednutrition.com and receive a special discount by using the link in the description and code JESSDAHL at checkout.

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings tailored to estate planning, risk management, retirement income, investments, and taxes, ensuring comprehensive coverage of client needs. Meanwhile, Matt prioritizes swiftly integrating clients into the standard client rotation while tackling essential financial planning aspects. Throughout their discussion, the duo highlights the paramount importance of effective communication and delivering tangible value to clients at every step of the onboarding journey. Remember to email lifestyle@theperfectria.com so you don't miss this, or any, masterclass release Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Don't miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.  

If keeping clients around longer is on your wish list, then you know it all starts with first impressions. How you welcome clients into the fold can make or break their journey with you, determining if they're just passing through or here to stay. Ready for the inside scoop on nailing your onboarding? [...] The post Master Client Onboarding: Boost Retention with Our Top 5 Strategies appeared first on Seven Figure Agency.

**Cold Open (Do you use the tongs at gas stations?)****Skip the Cold Open at 6:30**This is an episode regarding a question we get asked frequently. What does our onboarding process look like when we onboard a new client?We take you through the process of the initial sales call all the way to the live website. Both from our perspectives as well as each team member's perspective who handles a portion of that onboarding.----------------------------------If there's anything we've learned about owning a digital agency, it's that your online security is #1. After facing a Facebook hack with the hacker spending $30,000 on our ads account in a matter of 2 days, we've partnered up with Aura to monitor our online presence and secure our accounts.Secure yourself and your agency while supporting the podcast by running a scan of your personal information for free when you sign up for a free 14-day trial at aura.com/everbros.You can also get up to 50% off security and monitoring plans with the same link after your trial expires!----------------------------------⭐⭐⭐⭐⭐As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.----------------------------------Want to connect with us? Reach out to us on the everbrospodcast.com website or connect with Jake on socials:Twitter/X: @HundleyJakeLinkedIn: linkedin.com/in/jake-hundley/Facebook: facebook.com/jake.hundley.1Instagram: instagram.com/jakehundley/Reddit: u/JakeHundley

New client onboarding is exceptionally important. In this episode we discuss exactly WHY it's important as well as actionable advise to immediately improve the new client onboarding experience. This is a long one, but there's a lot to cover! Don't forget to check out msp-camp.com

About The Episode:Scott Millard is the Founder at Videospark, one of the first digital media agencies to specialize in motion video services for SaaS, App, Platform, and Web3 technology companies. If you have been creating content or even considered creating content online, you have probably thought about posting videos on TikTok, Instagram, or YouTube.Creating video content is one of the fastest ways to grow your audience.That is why today we're talking with Scott Millard. He is the founder of Videospark an Online animation studio specializing in creating short videos for independent and VC-backed SaaS companies.He basically helps companies make more money by creating videos for them.We wanted to talk with Scott so we could get the inside scoop on how his agency works and how content creators could leverage similar video tactics to skyrocket their growth.Today, we'll cover:- The strategic impact of incorporating intentional video content in your marketing efforts.- The pivotal role of narrative and scripting in producing standout videos amidst a saturated digital landscape.- Tactics for audience building and its significance beyond mere financial gain.- Insights on transitioning from Twitter engagement to sustainable YouTube growth for long-lasting personal brand relationships.- The correlation between niche-specific video content creation and the expansion of Scott's agency and personal influence.What You'll Learn1. Power of video in marketing2. Intentional video creation and messaging3. Audience building and retention strategies4. Cross-platform brand growth techniques5. Short vs. long-form content effectiveness6. Monetization of built audiences7. Niche focus for business growthTimestamps00:00 Creating videos for online growth and profit.04:04 Marketing success hinges on clear intention and messaging.08:43 Focusing on niche, using video to grow.13:35 YouTube provides lasting content; Twitter is ephemeral.14:39 YouTube offers personal connection, builds trust effectively.19:52 UGC builds trust, suitable for e-commerce.24:39 Creating tutorials and launching a video podcast.26:21 Audience size matters less than audience engagement.29:29 YouTube strategy: mix of tutorials, stories, tips.The Importance of Intention in Marketing: "Yeah, I mean, really, intention should be in front of everything you do marketing wise."— Scott Millard [00:04:04 → 00:04:08]Product-Led Strategy: "So yeah, it's really showing these are product led companies. So what is relevant in their product for the problem they're solving? If it's like a sales led strategy or something like that, then it would be less about features and more about really digging into the pain points of the customers."— Scott Millard [00:08:07 → 00:08:28]Building a Personal Brand: "I tweeted something a year ago and it was like my first viral thing. And that's when I really saw the potential of just building a personal brand and putting stuff out there, because we tweeted a thread and we booked 50 calls in like two days and that was for free."— Scott Millard [00:10:50 → 00:11:59]The Power of YouTube Over Twitter: "If a video goes viral on YouTube, it does not stop almost ever. The algorithm just keeps putting it in front of more and more and more people."— Scott Millard [00:14:27 → 00:14:37]The Power of YouTube in Building Relationships: "And so you're building what's called a parasocial relationship, where they're starting to feel like they know you as a person and then they are more likely to trust you, work with you, buy from you, learn from you, like, whatever your goal is."— Scott Millard [00:15:10 → 00:15:25]The Strategy Behind Short-Form Content: "The purpose of short form is to get people to take the next step and stop watching your short form as fast as possible."— Scott Millard [00:18:28 → 00:18:37]The Power of User-Generated Content: "The reason UGC works and is so popular is because it's very trusted by the audience. Because it's like someone who is like them using selfie mode on an iPhone and promoting a product, but not really promoting it."— Scott Millard [00:20:18 → 00:20:33]The Importance of Content Strategy and Editing: "So the very scripted and strategic stuff, that's what's going to go viral. But when that goes viral, people are going to click on your profile and be like, who is this? What are they talking about? All this stuff? And that's where kind of, this kind of content comes in, where it's like the longer form stuff that's clipped up, because the intention of that is not to go viral. The intention of that is to take a little bit of that rapport building and put it into a clip."— Scott Millard [00:22:35 → 00:23:01]Emerging Content Creator Strategies: "And then another thing I'm starting in the next, basically, week is pretty much a podcast, like an in person thing, where I'm going to be going around and interviewing industry leaders in the video space and really asking them about what their journey was, how they got started, how they're monetizing video as a skill and as a service so that I can just bring this information to the public."— Scott Millard [00:25:09 → 00:25:38]The Value of Audience Building: "Because it's like pouring jet fuel on a fire is really what it is comparative to. If someone has 100,000 followers on Twitter, I mean, you can make a lot of money, even 10,000. You do not need a big audience at all. [...] So my perspective has actually shifted from two years ago, where I kind of ignored the audience building thing, and I was doing it because I thought I could make a quick bag in my business. But now I've flipped it to where the real asset is not the money you're making from the audience, it's the audience themselves. Because that will really take care of the rest."— Scott Millard [00:27:00 → 00:27:27]Shownotes powered by Castmagic--Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here Follow us for content, clips, giveaways, & updates!Castmagic InstagramCastmagic TwitterCastmagic LinkedIn ---Blaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of CastmagicScott Millard - Chief Revenue Officer at Videospark

So you onboarded your first client.... Now what? I get this question often. So many coaches have the goods, but wonder how to effectively deliver it. In today's video I am going to walk you through the layout of the client onboarding If you're ready to take your coaching sessions to the next level snag the ELEVATE your coaching sessions bundle where you will learn a layout that will transform your coaching sessions and client results. Grab The ELEVATE Your Coaching Sessions Bundle: https://www.nicolyawilliams.com/tools-for-coaching-session --- Support this podcast: https://podcasters.spotify.com/pod/show/nicolyawilliams/support

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When you're freelancing, those first steps with a brand new client are absolutely crucial to nail. It's like when you're trying out a new app and everything from the welcome screen to the first few clicks just flows effortlessly. You instantly know you're going to enjoy using it. That's the smooth, user-friendly vibe you want your client onboarding system to have. So, why is it such a big deal? For starters, it's all about building trust. We're in a world where a lot of our interactions happen over emails or messages, making it tough to really feel a connection. A smooth onboarding experience can help make your client feel like they've made the right choice in picking you. It also helps avoid those awkward "that's not what I thought we agreed on" moments. Getting everyone clear on what's what from the start means less back-and-forth later on. It's choosing the right playlist before a long drive – it sets the tone and keeps the vibes good all the way. But it's not just about avoiding mix-ups. An awesome onboarding process shows you're a pro who cares about your clients' experiences. This can lead to more work from the same clients and even some word-of-mouth recommendations (i.e. "infinite clients"). And let's be honest, who doesn't want that? Plus, a slick onboarding system can save you a ton of time on the admin stuff, giving you more time to focus on the actual work. It's about being prepared to be creative vs frantically scrambling for things. So, if you're nodding along and thinking, "Yeah, I need to get my onboarding game on point," then you'll want to check this week's podcast episode. We break down a 5-part client onboarding process that's straightforward and effective. It's packed with practical tips and insights that could really make a difference in your freelancing journey. Give it a listen and let me know what you think! In this episode you'll discover: How to build a great client onboarding questionnaire Why bad onboarding destroys relationships Organizing your data to avoid embarrassing moments Creating a kickass kickoff call Why it's easier to fire a client earlier rather than later JUST USE A CALENDAR LINK Make your kickoff calls as short as possible - while still covering everything needed Setting expectations properly Remember to show excitement! For full show notes, visit https://6figurecreative.com/293

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I dive into the process of how I guided my client through how to sell his business. I relive the exciting journey of preparing and successfully selling his business. From a struggling one-man show to a lucrative acquisition, "John's" story is a testament to the power of strategic planning, system implementation, and the right mindset shift. We discuss the top 7 strategies we implemented to increase his company's value and the surprising turn of events that led to a swift acquisition by a larger media company. Learn about our approach to client reviews, systemizing operations with tools like Monday.com, developing an onboarding checklist, and much more. Discover how we navigated the challenges of preparing a business for sale, and the incredible outcome for John - from doubling his salary to gaining the resources for exponential growth. Plus, get insights on the life-changing impact of the deal on the client's personal and professional life. If you're a business owner dreaming of selling your business or you're stuck in the day-to-day grind, this video is a goldmine of practical tips and inspiring success stories. Don't miss out on these valuable insights! Subscribe for more content on business consulting and transformation stories. Also, check out the link below for a free consultation if you're looking to sell your business or want to prepare for a future sale. Follow me on Instagram https://www.instagram.com/brodyvinson.io/ for regular updates and more tips on business growth and acquisitions. Book a consultation call with me here: https://www.scaleforsale.com/book45-3483 Get ready to take your business to the next level and remember, happy value building! Chapters: 00:00:00 Introduction to Consulting Services 00:00:29 Introduction to the Client and His Situation 00:01:00 Challenges in Business Growth and Operations 00:02:00 The Journey to Business Readiness for Sale 00:03:00 Collecting Client Reviews for Business Credibility 00:04:00 Systemizing Operations and Project Management 00:05:00 Client Onboarding and Expectation Management 00:06:00 Profit Margin Analysis and Social Media Tracking 00:07:00 Organizing Client Communications and Time Management 00:08:00 Business Sale Announcement and Deal Excitement 00:09:00 Business Growth Post-Sale and Future Plans

Using software for tax projects can't replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools matters more than the tools themselves.  Podcasting as a niche-focused, engagement-driven client communication tool is powerful and can enhance an advisor's influence. Understand that your authenticity matters and that active listening is imperative as a financial planner.  Starting from the prospect's first impression, do you understand the significance of new client onboarding and the lasting impact it creates? You need to provide exceptional value and a rich experience that exceeds expectations, all the way from initial interactions to long-term relationships.  Listen in as we recap this week's highlights and action items. Listen to this week's episodes: You Can't Do A Tax Projection Without Software…Or Can You? [Episode 219] Cutting Through the Noise With Guest Matt Halloran Dude, You Started It! https://bit.ly/3OZQD3b