Podcasts about onboarding process

Behind the scenes, most business chaos doesn't come from a lack of skill... it comes from messy, non-existent systems. And if your client experience feels a little scattered, your clients are feeling it too.In this guest episode, I'm joined by Mariana from Pink Ocean VS... a systems strategist, community builder, and spreadsheet-loving creative to unpack how we can create client journeys that feel seamless, supportive and straight-up satisfying.Whether you're a virtual assistant, a creative service provider, or just tired of chasing your tail between bub's nap time and Zoom calls... this is your reminder that structure can be freeing, and systems can be soul-nourishing.Here's what we cover:The difference between delivering a service... and crafting an experienceThe emotional layer that sets great brands apartWhat systems every service provider actually needsThe low-tech, high-clarity magic of mapping your journeyWhy SOPs aren't just for big businessesGrab your post-its, open your Canva whiteboard, and tune in... this one's equal parts strategy and heartDOWNLOAD Free Canva Client Journey Map: https://whitedeer.com.au/ep215ABOUT MARIANA:I'm Mariana, founder of Pink Ocean Virtual Solutions, a digital operations service for service-based business owners who are ready to clean up the backend, stop duct-taping their systems together, and get back to doing what they're great at. I specialise in CRM setups (especially Moxie), digital declutters, SOP creation, and ongoing tech VA support.CONNECT WITH MARIANAInstagram: https://www.instagram.com/pinkoceanvs/Website: https://pinkoceanvs.com.au/"The Break" Newsletter: https://pinkoceanvs.myflodesk.com/podcastMoxie fortnightly newsletter: https://pinkoceanvs.myflodesk.comWatch on YouTube: https://youtu.be/l6s55Zjk3hYRead on the Blog: https://whitedeer.com.au/ep215/WORK WITH JACQUI:// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub// Design Studio: If you're after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio

In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

How is your onboarding process? | Down Payment the Podcast for Used Car Dealers S4 E23How is your onboarding process? It can make or break your new employees! Do it right.Don't miss an episode! Subscribe to Down Payment now!Visit all our sites at YouTube - @DownPaymentPodcastYouTube - @cardealeru5061X - @DownPaymentPodInstagram - @DownPaymentPodcastDon't forget to like and subscribe!

In this empowering episode of the Wisdom for Nonprofits Podcast, Betina Pflug welcomes HR powerhouse Dr. Tiffany E. Slater, CEO of HR TailorMade. With over 25 years of experience across diverse industries, Dr. Tiffany brings expert insights into how small businesses and nonprofits can future-proof their organizations with intentional hiring, impactful onboarding, and a focus on employee experience. Tune in as Betina and Dr. Tiffany unpack: How to stop “winging it” when it comes to onboarding The direct link between employee experience and retention Why HR audits are essential for small and growing teams Real-life examples of increased satisfaction and engagement The true ROI of hiring the right person from the start

In this episode of Grow a Small Business, host Troy Trewin interviews Dr. Tiffany Slater, founder of HR TailorMade, a U.S.-based fractional HR agency focused on supporting nonprofits and small professional service businesses. With 30 years in HR, Tiffany started her business in 2018 and has grown it to a team of five, emphasizing joyful work and a strict "no-asshole" client rule. A special highlight from the conversation was Tiffany's vision of success: collecting checks while traveling the world and experiencing a different spa every week. She also shares her biggest mindset shift—realizing she doesn't need to be perfect or the smartest in the room to lead effectively. Other Resources: Stop ‘Winging' the Onboarding Process: 8-step Onboarding Checklist to make things easy on you…and better for the whole team https://hrtailormade.com/#:~:text=Stop%20%E2%80%98Winging%E2%80%99%20the%20Onboarding%20Process Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Dr. Tiffany Slater believes the hardest thing in growing a small business is trusting yourself and your ability to create something bigger than yourself and bigger than you could ever even imagine. This mindset challenge often outweighs operational hurdles, as it requires deep personal belief and resilience. What's your favorite business book that has helped you the most? Dr. Tiffany Slater's favorite business book that has helped her the most is Buy Back Your Time by Dan Martell. She appreciates its simplicity and practicality, noting that it offers common-sense advice that's easy to apply but not always common practice. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Yes, Dr. Tiffany Slater recommends the “Promote Yourself to CEO” podcast by Racheal Cook. She finds it practical and has taken a lot from Racheal's teachings, making it a valuable resource for small business owners seeking actionable guidance and professional growth. What tool or resource would you recommend to grow a small business? Dr. Tiffany Slater recommends Gusto as a key tool to help grow a small business. As an HR professional, she highlights its affordability, ease of use, and comprehensive features for handling payroll and basic HR functions—making it especially valuable for small business owners with limited HR experience. What advice would you give yourself on day one of starting out in business? On day one of starting out in business, Dr. Tiffany Slater would remind herself of the advice she's lived by from the beginning “Let your faith be bigger than your fear.” This guiding principle has anchored her throughout her entrepreneurial journey, helping her push through uncertainty and challenges with confidence. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Let your faith be bigger than your fear—it's the fuel for every entrepreneur's journey – Dr. Tiffany Slater You don't need to be perfect to lead—you just need to be present and learning.– Dr. Tiffany Slater Grace is the most important habit a small business owner can practice daily." – Dr. Tiffany Slater

In this podcast episode, special guest Dr. Tiffany E. Slater, an HR consultant with over 25 years of experience, shares tips on HR tailored for nonprofits. Sarah and Tiffany explore the concept of fractional HR support, onboarding best practices, compliance issues, the role of AI in HR, along with creative ways to enhance employee wellness and engagement. Dr. Slater emphasizes the importance of customized employee handbooks, streamlined payroll systems, and proactive onboarding processes. The episode underscores the value of supportive, efficient HR practices in building effective and joyful nonprofit teams. Tiffany E. Slater, Ph.D., SHRM-SCP is the Founder & CEO for HR TailorMade - THE human resource solution for small businesses and nonprofits. HR TailorMade partners with organizations to provide seamless Fractional HR support for their team. Not every organization has an HR department, especially at their start. Tiffany steps in as a partner and helps to streamline all things HR - in other words, all the things an internal HR department usually handles: -compliance -workplace culture/ team building -managing difficult conversations/ communication skills/ conflict resolution -productivity and collaboration -effective employee retention -onboarding/ remote onboarding, -benefits administration -exit interviews, etc They are here to help you avoid those common HR mistakes, protect your business, and ensure that you and your employees thrive. Dr. Tiffany has been an HR professional for over 25 years with experience in all aspects of human resources. She also has experience in a variety of sectors, including union and non-union, PK-12 public education, property management, manufacturing, and casino industries, to name a few. Onboarding Checklist - Stop ‘Winging' the Onboarding Process 8-step Onboarding Checklist to make things easy on you…and better for the whole team https://hrtailormade.com/#:~:text=Stop%20%E2%80%98Winging%E2%80%99%20the%20Onboarding%20Process Connect with Dr. Tiffany: Website:https://hrtailormade.com/ LinkedIn: https://www.linkedin.com/in/tiffany-e-slater/ Instagram: https://www.instagram.com/hrtailormade/ Facebook: https://www.facebook.com/hrtailormade YouTube: https://www.youtube.com/channel/UCjMUYGr44N2FQPR6Q87gyXA Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah! LinkedIn: https://www.linkedin.com/in/sarah-olivieri/ Facebook: https://www.facebook.com/sarahfolivieri/ YouTube: https://www.youtube.com/channel/UCxB2J-XcixGeGaZvcu_cVxA Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

About the Episode:Eugene Khayman is the COO of Million Dollar Sellers (MDS), an exclusive community for top Amazon entrepreneurs that he helped grow from a humble Facebook group into a thriving six-figure membership of 700 members generating $11 billion in annual sales.In this episode of "Uploading...", Eugene shares the organic journey of building MDS alongside running his own Amazon brand. He discusses key strategies that made MDS successful, such as their "give more, get more" philosophy, setting a high bar for membership to filter out noise, and delivering immense value that justifies the $7,500 annual membership fee.Eugene also unpacks the business model powering MDS, including multiple revenue streams from membership, partnerships, affiliates, and events. He emphasizes the importance of member-only perks, local chapters, and a robust software platform to organize resources and drive engagement in a community. Finally, Eugene offers advice for content creators looking to launch their own paid communities.Today, we'll cover:- How MDS grew organically from a humble Facebook group to a thriving community- The "Give More, Get More" philosophy that drives member engagement and success- Strategies for filtering out noise and maintaining a high-quality, focused community- The business model behind MDS and why people pay over $7,000 a year to be part of the network- Eugene's insights on scaling communities while maintaining their identity and core values- Tips for building and monetizing your own niche membership communityWhat You'll Learn1. How to Start a Community from Scratch2. Strategies for Organic Community Growth 3. How to Filter Noise in Early Stages of Community4. When and How to Monetize a Community5. Thriving vs. Dead Communities6. Software for Managing Communities7. Application and Onboarding Process for Established Communities8. Tips for Creators on Building and Monetizing a CommunityTimestamps00:00 Intro and background on Eugene and Million Dollar Sellers (MDS) 04:45 Current stats of MDS community: revenue, members, ticket price 06:45 Starting a community organically and verifying/filtering members 08:33 Monetization: when to do it and how to create value14:44 Where to host a new community and who to bring in17:53 Seeding a new community: starting conversations and keeping it alive24:02 Application process and onboarding new members to MDS now 26:55 Where MDS community is going; chapters for local connections 30:30 Platforms used to run MDS community; GroupOS app development33:44 Opportunities for content creators to monetize via communities 38:33 Q&A: Strategies for specific community examples from audience 44:00 Building a wait list and leveraging existing audience for a community 46:02 Options for immediately monetizing a new community 50:44 Turning virality into community; setting criteria and values 55:15 Wrap-up; where to find Eugene on socialBuilding Engaged Communities: “I think your first objective should always be like that core group of the founding members. For us I think it was like 150 members before we started actually monetizing. But you know, I would say you want to get to 100 members, you want to have at least 40, 50 die hard members that are engaging in there every single day. You want to get at least five to 10 conversations happening a day. If somebody can ask a question and have it answered that same day like that, that's the value creation right there, right? You don't want to be the one, you yourself answering every single question because you yourself, you don't know everything.” — Eugene Khayman, 00:08:33 → 00:09:25Monetizing and Scaling a Community: “Whenever somebody starts making a profit because of others, there's going to be some level of, like, why are we doing this? And there's also going to be that, that hesitation to grow. Everybody's going to be like, 'We're so great, we don't need more people.' Right? And we've crossed that bar—100 members, 200 members, 400 members—there's always that, ‘Oh, we're too big, we're too big, we're too big.' And you're going to get that pushback. The biggest thing that I think that helped us do it together is one, once we started monetizing, we started putting all of that money back into more events and more resources, building a team… Once you start adding back value by hiring people that help keep things organized, putting on calls regularly, doing events regularly, you'll get that respect from those members, those existing members. And then the new people that are coming in, you have to show that these new people actually bring value to the community.” — Eugene Khayman, 00:11:33 → 00:13:03Show notes 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 CastmagicEugene Khayman - COO of Million Dollar Sellers

How does your onboarding process impact your client relationships? We discuss why a smooth, clear onboarding experience is crucial for building trust and client retention. We break down common pitfalls, such as unnecessary complexity and redundant steps, and share strategies for making the process simple yet effective. From setting clear expectations to using digital forms efficiently, we cover everything you need to create an onboarding experience that sets the tone for long-term client satisfaction. Plus, we share personal insights from a frustrating onboarding experience they had, highlighting why clarity and efficiency matter. Main Topics Covered: The role of onboarding in client retention Common onboarding mistakes and how to fix them Balancing necessary and unnecessary complexity Using automation and digital forms effectively Setting clear boundaries and expectations upfront Main Takeaway: “The smoother and clearer your onboarding process, the more likely you are to gain loyal, raving fans instead of one-time customers.” Your onboarding process is more than just paperwork—it's your first opportunity to impress your clients and set the tone for their entire experience with you. If the process is confusing, redundant, or overwhelming, potential clients may walk away before ever booking a service. But when onboarding is smooth, intuitive, and well-communicated, it builds trust and confidence. Clients feel cared for from the very beginning, making them far more likely to stay with you long-term. A well-structured onboarding experience isn't just a necessity—it's a powerful tool for client retention and turning first-time users into loyal, raving fans who recommend you to others. Keep it simple, clear, and efficient, and watch how it transforms your business!

Virtual fencing is changing the way ranchers manage cattle and land. In this episode of Casual Cattle Conversations, Shaye Wanner talks with rancher Jessie Jarvis about her family's journey with virtual fencing—why they made the switch, the challenges they faced, and how it impacts grazing strategies, fire recovery, and BLM relationships. Learn what it takes to train cattle for virtual fencing, the financial considerations, and how this technology can improve ranch profitability. Don't miss these valuable insights—hit play now! 00:00 Introduction to Virtual Fencing in Ranching 04:58 The Decision to Implement Virtual Fencing 09:57 Onboarding Process and Training Cattle 14:47 Cost Considerations and Future Implications 19:55 Building Relationships with BLM and Community 24:47 Final Thoughts and Resources for Ranchers

Talk or type with our new Team Bot: https://realestateteamos.com/botTop-line revenue growth of a real estate team is great. But driving that growth while preserving your gross profit margin and net profit margin is even better.In this conversation, Anthwon Thomas shares his numbers along with the story of starting and growing Silver Lining Real Estate Group brokered by Real in Lafayette, Indiana.Learn the key elements to preserving profit as you grow, including clarity on your operating model and equity in commission splits. Hear which roles they hired and in what order. Get their three-stage process for bringing great-fit people onto the team. Watch or listen to this conversation with Anthwon Thomas for insights into: - Exemplifying the values and principles of the team as a leader and as a leadership team- Dropping out of a pre-law university path and becoming a real estate agent- When and why he started a team with someone who's still a member today (and the “scary” part of the process)- Which staff and agents they hired and in what order- Growing production 50% with a new CRM, a database manager, and more accountability- Their main lead sources and their monthly ad spend- How onboarding and training have evolved over the past 7 years- Why he abandoned the idea of a NAVY Seal team in favor of recruiting more agents- The three minimum standards required from every agent on the team (20, 20, and Tuesday)- Details of their three-stage process to find people who fit their operating model (group call, one-way video interview, one-on-one meeting)- Why a 60% gross profit margin and 25% net profit margin are their goals- Why the key to preserving profit margin is managing your cost of sale / commission split- Why he started the High Value Agent podcastAt the end, learn about Team Thomas masterminds, G-Wagon anxiety, and the benefits of writing. Episode Mentions:- Episode 022 with Matt Smith https://www.realestateteamos.com/episode/real-estate-team-leader-leadership-lessons-matt-smith- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokerages- Episode 009 with Daniel Dixon https://www.realestateteamos.com/episode/daniel-dixon-lighthouse-real-estate-agentsAnthwon Thomas:- https://www.instagram.com/anthwonthomas/- https://www.facebook.com/AnthwonThomas/High Value Agent:- https://www.instagram.com/highvalueagent/- https://www.facebook.com/groups/858436428634711- https://highvalueagent.com/hva/Silver Lining Real Estate Group:- https://www.slreg.com/about/- https://www.instagram.com/_slreg_/- https://www.facebook.com/SLREG/Book Recommendation:- The Power of a Positive Team by John GordonReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Christina Brady is a sales leader, entrepreneur, and the CEO of Luster.ai, a company dedicated to measuring and improving sales proficiency through AI. With 18 years of experience in sales, she is passionate about fixing broken hiring and onboarding processes and enabling professionals to succeed. Christina is also the Chicago Chapter Head of Pavilion and serves on the executive team at Women in Sales. Three Key Quotes from Christina Brady “If you don't measure proficiency, you don't know who you're hiring, how to up-level them, or why they struggle.” “AI isn't here to replace you—it's here to make you better at what you do.” “Founders have ‘magic' because they know the mistakes that have been made and the risks they're willing to take. You can't expect a new hire to replicate that.” In this insightful conversation, Christina Brady discusses why hiring and onboarding in sales are fundamentally broken and how AI can transform proficiency measurement. She also breaks down the “founder magic” that makes transitioning from founder-led to AE-led sales so difficult. This episode is a must-listen for leaders looking to scale effectively. 5 Key Takeaways on Finding Your Catalyst 1. The Hiring Process is Fundamentally Broken Companies often hire without a clear understanding of what makes a candidate successful. The interview process is subjective, leading to mismatches between candidates and roles. Relying on past success (e.g., quota attainment at another company) does not predict future success. 2. Onboarding Needs to Be Personalized and Continuous Most onboarding programs are generic and fail to address individual deficiencies. Employees are often left confused after onboarding, with no clear roadmap for success. The best organizations move from "onboarding" to "everboarding," offering continuous training and development. 3. Measuring Proficiency is the Key to Success Companies struggle because they don't objectively measure proficiency at the skill level. AI tools can now map skills, identify deficiencies, and predict performance gaps before they become issues. Without measurement, companies rely on subjective “gut feelings,” leading to inefficiencies and lost talent. 4. AI is a Tool for Enablement, Not Replacement AI should be used to enhance human capability, not replace it. The right AI tools help sales teams avoid revenue-impacting mistakes before they happen. Leaders must shift their mindset from fear to experimentation when adopting AI. 5. Founder-Led Sales is a Different Game Founders have “magic” because they understand the product deeply and can flexibly adjust deals. Expecting an AE to replicate a founder's selling process is unrealistic. The transition from founder-led to AE-led sales requires a structured process, proper tooling, and realistic expectations. Final Thought Learn. Think. and Act. with us every Sunday. Our Sunday email is filled with sections dedicated to helping leaders Learn. Think. and Act. These short weekly emails will help you make a difference and accelerate speed to impact at work, with self, and within your family. Subscribe here: https://www.findmycatalyst.com/learn-think-act-opt-in

Most new hire issues can be traced back to one thing: onboarding. In this episode, the hosts and their expert guests share proven strategies to effectively train, support, and integrate your new team members right from the beginning. You'll learn how to create a clear onboarding process that reduces turnover, minimizes training stress, and helps you build a culture where employees feel confident, prepared, and excited to grow in your practice.Topics discussed in this episode:Why onboarding is important in a dental practiceKey elements of an effective onboarding processOnboarding challenges and solutionsGrowth and career developmentAn exercise to transform your onboarding processText us your feedback! (please note: we cannot respond through this channel))Take Control of Your Practice and Your Life I help dentists create thriving practices that make more money, require less of their time, and empower their teams to run the office seamlessly—so they can focus on what matters most. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Comprehensive Training: Boost profit, efficiency, and team engagement. Live Monthly Webinars: Learn proven strategies for scaling your practice. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DPHPod.com to learn more.

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader Stu McLaren helps leaders and all types of business owners transform their knowledge, expertise, and influence into recurring revenue by launching, growing, and scaling membership businesses. He's the author of PREDICTABLE PROFITS - Transform Your Business from One-Off Sales to Recurring Revenue with Memberships and Subscriptions. Notes: People come for the content, they stay for the community. People want to feel a sense of belonging. This has been hard-wired in us from many years ago. We want to be part of a group. In the old days, this was the only way to survive. We have not outgrown that need and the feeling of being a part of something bigger than ourselves. Life advice: Listen to your gut instinct and embrace the unknown. You are not ever going to know how it's going to pan out. You have to keep taking that next step. And I loved the story of the lengthy process of adopting his son Sam. The raw emotion in Stu's eyes as he told that story was awesome. Watch this on YouTube and you can see. Take the next step. Keep going. You're not going to know how it will go. Embrace that. And keep going. Cody Burch Story – In October, Cody's dad was diagnosed with leukemia. Cody had been sitting with the idea of a membership. He saw the fear in his dad's eyes that he was nervous about the financial part of it. “I wanted to take that financial fear away from him. Within a few weeks of launching my membership, I had a few hundred members, and I was making thousands of dollars per month." “The more we make, the more we can give. The more we make, the more we can help.” Stu says that all the time Create “super surprises” for your friends. Create an amazing experience for them. Online communities must be one of the three: Can I solve an ongoing problem? Weight loss, dog training Can you teach a skill? Can you make someone's life easier? Provide teachers with lesson plans You don't need a big platform to get started. Have founding members. Float the idea that you're thinking of it. Momentum starts with movement. Get going. Pay close attention to onboarding. The first few days are EVERYTHING. His daughter's new school was “the best school ever” because she met one friend on the first day. Help them build one meaningful relationship within the first few days. Connect them. Proactively do this. Sales is the most noble profession in the world. Everything must be sold. Stu learned from John Childers, but couldn't do it like him. So he just told stories about transformation. People don't care about the “stuff.” They care about the outcome. They care about the transformation. The objection matrix - Match every objection with a story of someone who had the same objection and overcame it. Use stories. The importance of building a membership around transformation, not just content. While many focus on delivering endless content. By focusing on helping people achieve meaningful outcomes, rather than overwhelming them with information, leaders can build stronger communities, improve retention, and deliver real value that keeps members coming back.

Send us a textIn this episode of The Designer Within Podcast, host John McClain chats with Mina Duque from Duke Renders about the significant impact photorealistic renderings can have on an interior design business. They delve into Mina's journey from handling her design business to heading client success at Duke Renders and discuss the external support and benefits that outsourcing renderings can bring to designers. They cover how renderings can speed up project approvals, enhance client presentations, and even act as a powerful marketing tool. Mina highlights the importance of delegating to the right people and setting clear expectations, while John shares his insights on incorporating rendering costs into design fees and making a profit.Whether you're new to using renderings or looking to integrate them further into your operations, this episode provides valuable strategies and tips for maximizing their potential.00:51 Guest Introduction: Mina from Duke Renders03:43 The Importance of Delegation in Interior Design07:30 Benefits of Photorealistic Renderings13:24 The Onboarding Process with Duke Renders20:00 Customization and Unique Design Solutions22:36 Using Renderings for Client and Trade Communication23:37 Monetizing Rendering Services24:35 Transparent Pricing Strategies for Designers26:17 Incorporating Renderings into Design Fees27:39 Identifying the Right Clients for Renderings28:50 Maximizing Profit from Renderings29:18 The Importance of Deliverables29:53 Using Renderings for Client Reassurance31:36 Renderings as Marketing Tools34:54 Cost and Packages for Renderings39:26 AI in the Design Industry43:10 Final Advice and Contact InformationFor more information on Mina and Duke Renders:Instagram: https://www.instagram.com/dukerenders/Website: https://www.dukerenders.com/interiors/homeBecome a Luxury Interior DesignerFind, Service, and Profit With Luxury Design ProjectsDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

  Want to know how to attract and retain top sales talent? I've got the solution to help you build a killer sales team. It's time to reveal the unexpected! What if I told you that the key to attracting top sales talent lies in creating a welcome box for their family? Imagine the impact of a virtual welcome receiving line or a 30-minute presentation where new hires get to teach you something they're passionate about. But here's the twist: the onboarding starts before they're even hired. Intrigued? Stay tuned to find out how these creative onboarding strategies can transform your hiring process and keep those top salespeople engaged. Conquer Sales Challenges To conquer sales challenges, leaders must adopt a disruptive mindset when hiring sales talent. Challenging candidates during the interview process and thinking critically can help in identifying top performers. Avoiding common hiring mistakes, such as not showcasing value or focusing solely on industry experience, is crucial in overcoming sales challenges and attracting the right talent. This is Walter Crosby' story, this week's special guest: Walter Crosby's journey into the world of sales began with a pivotal encounter in high school, where his guidance counselor doubted his ability to apply to the University of Michigan. This moment ignited a fierce determination within him, propelling him to defy expectations and pursue his aspirations. With over four decades of experience in sales, Walter's passion for elevating sales professionals stems from his own journey of resilience and growth. His unique perspective on hiring salespeople emphasizes the significance of assessing a candidate's selling prowess over their industry experience. Walter's story serves as a powerful reminder that motivation and tenacity are crucial in both sales and the hiring process, and that the art of selling transcends specific industries and markets. "Hiring salespeople is similar to how we go out and sell, go sell to our customers. We need to qualify these people. We need to make sure they're the right people that we should be talking to." - Walter Crosby Walter Crosby, the CEO of Helix Sales Development, boasts an extensive four-decade career in sales leadership and management. With a background deeply rooted in hands-on sales roles and leading sales teams, Walter's expertise is honed in elevating the performance of sales professionals, managers, and leaders. His significant decision to venture into entrepreneurship with Helix Sales Development underscores his strategic vision and entrepreneurial spirit. Hosting the Sales and Cigars Podcast, Walter's insights and industry acumen make him a compelling guest, offering a fresh perspective on the essential strategies for sourcing top-tier sales talent. In this episode, you will be able to: Master the Art of Hiring Top Sales Talent: Learn Winning Strategies. Revolutionize Your Sales Team Onboarding for Unprecedented Results. Conquer Sales Challenges with Proven Tactics and Expert Guidance. Cultivate a Phenomenal Sales Culture and Watch Your Team Flourish. Ignite Your Sales Team's Motivation for Unparalleled Performance.   The key moments in this episode are: 00:00:00 - The Drive to Succeed 00:01:28 - Background and Passion 00:09:29 - Challenges in Sales Hiring 00:13:10 - The Trap of Industry Experience 00:13:49 - Hiring for Industry Experience 00:14:44 - Buyer Level Experience 00:16:54 - Industry Experience Trap 00:19:04 - Selling Skills Over Product Knowledge 00:22:27 - Mistakes in Hiring Salespeople 00:27:38 - Dealing with Employee Feedback 00:28:13 - The Hiring Process 00:30:44 - Social Media Presence 00:31:30 - Panel Interview Process 00:37:54 - Mindset Shift in Hiring 00:41:12 - Importance of Onboarding Process 00:43:17 - Pre-Onboarding and Engagement 00:44:48 - Retention through Onboarding 00:46:39 - Virtual Onboarding Creativity 00:50:18 - Personal Favorite Movie Timestamped summary of this episode: 00:00:00 - The Drive to Succeed Walter Crosby shares his passion for helping sales professionals elevate their game and talks about his motivation to start his own business. 00:01:28 - Background and Passion Mario Martinez Jr. and Walter Crosby discuss their backgrounds in sales and the passion they have for helping salespeople succeed. 00:09:29 - Challenges in Sales Hiring Walter Crosby talks about the unique challenges of hiring salespeople and how they are wired differently, requiring a different approach to hiring. 00:13:10 - The Trap of Industry Experience Walter Crosby and Mario Martinez Jr. discuss the trap of hiring based solely on industry experience and emphasize the importance of focusing on other qualities when hiring salespeople. 00:13:49 - Hiring for Industry Experience Walter discusses the common mistake of hiring based on industry experience. He emphasizes the importance of understanding the buyer and their problems rather than just industry knowledge. 00:14:44 - Buyer Level Experience The conversation shifts to the significance of buyer level experience. It's highlighted that having a Rolodex full of relevant contacts and understanding the buyer's mindset is more critical than industry experience. 00:16:54 - Industry Experience Trap Walter warns about the industry experience trap, noting that top performers with industry experience are usually expensive and hard to recruit. He suggests looking for individuals with buyer level experience and a drive to prove themselves. 00:19:04 - Selling Skills Over Product Knowledge The focus shifts to the importance of selling skills over product knowledge. It's emphasized that the ability to sell and understand the sales process is essential, and product knowledge can be taught. 00:22:27 - Mistakes in Hiring Salespeople Mario asks Walter about common hiring mistakes. Walter points out the lack of clarity in job descriptions, poor job postings, and the premature selling of the company and job role as key errors. He also emphasizes the importance of online reputation on platforms like Glassdoor. 00:27:38 - Dealing with Employee Feedback Walter discusses the importance of correcting, dealing with, or removing feedback from disgruntled employees. He emphasizes the need to address this issue in the workplace. 00:28:13 - The Hiring Process Walter highlights the importance of understanding that candidates are also evaluating the company during the hiring process. He emphasizes the need to showcase value, promotional opportunities, and focus on candidates in the hiring process. 00:30:44 - Social Media Presence The discussion focuses on the significance of a sales leader's social media presence, including LinkedIn profile, in showcasing their ability to help their team grow and progress. The importance of recognizing the two-way street in the hiring process is emphasized. 00:31:30 - Panel Interview Process The panel interview process is introduced as a way to allow candidates to present themselves and demonstrate their skills in a simulated sales scenario. The process includes a 30-minute presentation and allows candidates to showcase their abilities. 00:37:54 - Mindset Shift in Hiring The conversation shifts to the mindset of hiring managers, emphasizing the need to challenge and push back on candidates to truly evaluate their fit for the role. The focus is on digging into candidates' achievements and quantifiable outcomes in sales. 00:41:12 - Importance of Onboarding Process Walter discusses the challenges of onboarding new salespeople and shares his experience of a lackluster onboarding process at a previous company. He emphasizes the need for a well-planned onboarding process that focuses on messaging, differentiation, and techniques for success. 00:43:17 - Pre-Onboarding and Engagement Walter emphasizes the importance of pre-onboarding engagement, such as sending a welcome package to the new hire and involving their family. He stresses the need for a structured onboarding plan that maps out the first two weeks and helps the new hire understand the company's expectations. 00:44:48 - Retention through Onboarding Walter discusses the critical role of onboarding in retaining top sales talent. He shares his personal experience of almost leaving a company due to a poor onboarding process. He emphasizes the need for ongoing career development and mentorship to support the new hire's growth. 00:46:39 - Virtual Onboarding Creativity The conversation shifts to creative onboarding strategies in a virtual environment. Walter shares the idea of a virtual welcome receiving line and emphasizes the importance of creating a positive culture through innovative onboarding practices. 00:50:18 - Personal Favorite Movie The conversation ends with a lighthearted question about Walter's all-time favorite movie, "A Bronx Tale." Walter shares his enthusiasm for the film and highlights its compelling storyline set in the 1950s with a mob influence. Maximize Sales Team Success In order to maximize sales team success, it is vital to focus on hiring the right salespeople with the necessary skills and mindset for the role. Creating clear job descriptions and conducting thorough qualifications can help in attracting top sales talent. By emphasizing value, growth opportunities, and showcasing a positive company culture, leaders can ensure long-term success for their sales teams. Elevate Sales Performance Elevating sales performance begins with a strategic onboarding process that goes beyond just product knowledge. Providing new salespeople with messaging, differentiation, and questioning techniques can help improve their performance from day one. Additionally, creating a welcoming and supportive environment, whether in person or virtually, can boost morale and drive sales success. The resources mentioned in this episode are: Connect with Walter Crosby on LinkedIn to learn more about his expertise and insights in sales and leadership. Visit Walter Crosby's website to explore more resources and connect with him directly for personalized advice and guidance. Download FlyMSG for free to save time and increase productivity with a text expander and writing assistant. Watch A Bronx Tale to experience a coming-of-age movie set in the 50s with a compelling mob influence and a great storyline. Subscribe to the Modern Selling Podcast and leave a 5-star rating and review on iTunes to support the show and stay updated on the latest episodes.

Thanks to our Partners, NAPA TRACS, and Today's Class The "Great Correction" refers to a shift in the industry after a period of relative ease, likely due to pandemic related factors. The key concerns include a decrease in online searches for auto repair, rising costs, increased competition from dealerships, labor shortages, rapid advancements in technology (EVs, ADAS, AI), and the need to explore new revenue opportunities like key services, ADAS calibration, tires, and truck repairs. These issues suggest that the strategies that worked in the past may no longer be effective. Ryan Daily, Business Coach, The Institute Wayne Marshall, Business Coach, The Institute Fred Hule II, Business Coach, The Institute Show Notes Watch Full Video Episode Introduction of Guests (00:00:00) Market Challenges (00:02:14) Customer Education Importance (00:04:01) Effective Communication (00:05:16) Listening to Customers (00:06:49) Value of Language in Services (00:08:34) Customer Trust and Attrition (00:09:21) New Car Sales Impact (00:10:20) Facility Appeal (00:12:26) Investing in Facilities (00:14:09) Profitability Challenges (00:15:17) Mindset Shift in Shop Owners (00:16:16) Value Proposition Discussion (00:17:21) Continuous Improvement in Service (00:18:03) Understanding Profit Targets (00:18:49) Shop Management Systems (00:19:51) Training Service Advisors (00:21:06). Proper Vehicle Inspections (00:22:01) Communication with Customers (00:28:15) Follow  Up Strategies (00:29:45) Educating Customers on Maintenance (00:32:15) Company Culture and Staff Engagement (00:34:02) Understanding Expectations (00:35:59) Customer Engagement (00:36:55) Cultural Impact (00:37:36) Continuous Education (00:39:30) Investment in Staff (00:40:36) Onboarding Process (00:42:33) Industry Transformation (00:44:38) Adapting to Change (00:46:31) Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at https://www.todaysclass.com/ Connect with the Podcast: -The Aftermarket Radio Network: https://aftermarketradionetwork.com

James Mackey and Elijah Elkins speak with Siadhal Magos, Co-Founder and CEO of Metaview, about the methods MetaView uses to maximize recruitment potential, including AI-driven candidate rediscovery and strategic compensation alignment. He shares how AI technology enhances hiring efficiency and precision, enabling organizations to make informed decisions based on real-time data from candidate interactions. Thank you to our sponsor, SecureVision, for making this show possible! Our host James Mackey Follow us:https://www.linkedin.com/company/82436841/#1 Rated Embedded Recruitment Firm on G2!https://www.g2.com/products/securevision/reviewsThanks for listening!

Yonatan (Yoni) Schmidt is the Regional Vice President of Sales and Marketing at Keyrenter Property Management, which has offices in Tulsa, Oklahoma City, and Arkansas. After working as a financial analyst at a private equity firm, he founded Tulsa Property Lad to offer clients a better way to buy, sell, manage, and invest in real estate. Yoni provides comprehensive Oklahoma real estate services and listings, supported by first-class customer service.  In this episode… Understanding what to expect from your property manager is the key to ensuring a smooth and profitable rental experience. From the initial onboarding to ongoing communication, the right process can save landlords time, money, and stress. But what does a structured and effective property management experience actually look like? According to Yoni Schmidt, a seasoned expert in real estate and property management, a great property manager provides clarity, efficiency, and proactive solutions from day one. He highlights the importance of a structured onboarding process that helps landlords maximize rental income while minimizing risks. A thorough rental market analysis, property assessment, and clear communication ensure a strong foundation for long-term success. Without a proper system in place, landlords may face unnecessary challenges that could have been prevented through a well-organized approach. In this episode of The Same Day Podcast, Yoni Schmidt talks about what landlords should expect from their property managers and how Keyrenter's onboarding process sets the standard. He breaks down the eight key steps that guide landlords through seamless management, from pricing analysis to maintenance coordination. Yoni also discusses how clear communication with a dedicated property manager ensures a hassle-free experience.

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 You Can Mentor podcast, Zachary Garza sits down with Noah McGuffey, Mentor Coordinator at Forerunner Mentoring in Dallas, Texas. Together, they dive deep into Noah's inspiring journey—from his childhood experiences abroad to how those formative years ignited his passion for mentoring. Noah opens up about the powerful mission of Forerunner Mentoring, shedding light on the real challenges of recruiting mentors and the vital role of fostering strong relationships with both mentors and mentees. Whether you're an experienced mentor or just starting out, Noah offers valuable insights on how to attract the right people, onboard them effectively, and show genuine gratitude for their commitment. Don't miss out on these actionable strategies that can take your mentoring efforts to the next level. -- TakeawaysNoah's upbringing overseas influenced his passion for mentoring.Forerunner Mentoring aims to fulfill the potential of young boys without father figures.Building relationships is key to successful mentoring.Recruiting the right mentors is a continuous challenge.Church partnerships are vital for mentor recruitment.Mentors need to feel supported and valued to remain engaged.The onboarding process is crucial for mentor confidence and safety.Expressing gratitude to mentors enhances their experience.Transformative stories often emerge from mentoring relationships.Creating a culture of appreciation is essential for retention.Chapters00:00 Introduction and Background03:03 Growing Up Overseas and Its Impact05:46 The Role of Mentoring in Noah's Life09:02 Forerunner Mentoring: Mission and Challenges12:06 Recruitment Strategies for Mentors14:45 Building Church Partnerships18:02 Creating Positive Experiences for Mentors19:55 Onboarding Process for Mentors26:02 Retaining Mentors and Building Relationships30:00 Stories of Transformation38:59 Expressing Gratitude to Mentors--If you are a mentoring leader, check out the You Can Mentor learning labs. We are a monthly leadership cohort that surrounds you with equipping and encouragement from other mentoring leaders. For an hour each month, we discuss a topic that will help you be a more equipped and encouraged leader. We have two cohorts: one for executives and one for program directors. Check out our website for more info. www.youcanmentor.com Also, check out our National Christian Mentoring Gathering, which is April 16-18, 2025 in Colorado Springs, Colorado. Learn more about all we do at www.youcanmentor.com

What volunteer ministry roles does your church need to fill?  Who is in charge of recruiting and training your volunteers?  What does your church's "onboarding funnel" look like?  In this fourth episode in their series, "Volunteerism in the Church,"  Kerry, Becky, and Susanna discuss five important steps for church leaders to take as they consider a volunteer onboarding process.

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

We welcome Eric Jasinski from Ambrook, a financial management platform designed specifically for farmers. We discuss the challenges farmers face in managing their finances, and how Ambrook aims to simplify bookkeeping and accounting for agricultural operations. The conversation covers the onboarding process, data security concerns, and the importance of understanding farm profitability. Eric shares insights on how Ambrook's features can help farmers track expenses, manage invoices, and ultimately improve their financial health. The episode concludes with a discussion on pricing and the value of trying out Ambrook's services.takeawaysAmbrook is designed specifically for the agricultural industry.Farmers often struggle with traditional bookkeeping methods.The onboarding process is crucial for user experience.Data security is a top priority for Ambrook.Field level profitability tracking is a key feature.Users can automate their bookkeeping processes.Ambrook offers a mobile app for convenience.The platform aims to make financial management enjoyable.Pricing is straightforward with two tiers available.Testing out the software is encouraged for potential users.Chapters03:06 Meet Eric Jasinski and Ambrook05:59 Eric's Unique Background in Agriculture09:07 Understanding Ambrook's Role in Agriculture12:00 Challenges of Traditional Accounting in Farming15:01 Why Switch to Ambrook?17:57 Onboarding Process and User Experience24:01 Mapping to Tax Schedules and CPA Interaction27:48 Understanding Field Level Profitability30:51 Banking Integration and Data Security Concerns34:24 The Importance of Data Privacy in Agriculture36:14 Creating Enjoyable Accounting Experiences42:11 Understanding Ambrook's Pricing Structure46:19 Incorporating Personal Expenses into Farm Accounting49:14 The Power of Knowledge in Farm Management51:17 Getting Started with Ambrook Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitConnect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

Jimmy Purdy is joined by Joe Hyde to discuss the importance of technicians recognizing their influence within the shop to improve workplace culture. Joe emphasizes the significance of teaching professionals to conduct one-on-ones and lead effectively without being in charge. He also introduces Limitless Leadership, a coaching initiative aimed at filling gaps in technician training by focusing on emotional and career development needs.00:00 Retain employees by improving work conditions.04:50 Giving technicians a voice through a coaching program.09:31 Finding inefficiencies, focusing on negatives, unclear expectations.10:06 Setting clear expectations prevents shop communication breakdowns.15:49 Educate people, provide tools, and enhance interactions.18:40 Mutual benefit from unbiased client interactions.20:38 Webinar encourages long-term planning and open communication.24:42 Supporting technician growth and mental health awareness.27:34 New hire uncomfortable with the strict work environment.32:09 Focusing on empathy boosts productivity and efficiency.35:45 Technicians often overlook their guest experience role.38:03 Reach us for a consultation call via LinkedIn. Thanks to our sponsor, Shop Boss! See how they can simplify your auto shop HERE

Jelena Bogdanovic is a remote sales professional and marketing expert who's single handedly generated just shy of $2 Million in sales over the last 3 years. *Hiring sales people? - get the SDR Interview Guide with exact questions to recognize TOP performers: https://sdrhire.com/sdr-interview-guide/ Just recently she's partnered with another sales legend and together they've launched "Unlock your genius" project - designed to help sales professionals create a back up plan and create a remote income (outside of sales) they can rely upon. She is a mom, a wife, and a published author passionate about helping others find their strengths and monetizing their existing skills. Learn more about Jelena's business: https://www.jelenabogdanovic.com/ Connect with Jelena on IG: https://www.instagram.com/jdb.consulting Connect with Stefan on LinkedIn: https://www.linkedin.com/in/stefan-conic/ In this episode she's teaching us how top performers in high ticket sales are making $10-20k/month as setters and $40-50k a month as closers. Key Timestamps (0:00) - Introduction to High-Earning Sales Roles (1:09) - Welcome to the SDR Hire Podcast (1:44) - Guest Introduction: Jelena Bogdanovic (2:10) - Understanding High-Ticket Closing (2:44) - How Jelena Entered the High-Ticket Closing World (4:02) - SDR Hire Ad Break (4:31) - Jelena's Journey to Ireland (6:14) - Benefits of Remote Commission-Based Sales (7:36) - Financial Incentives in High-Ticket Closing (8:13) - Role of Appointment Setters and Closers (10:28) - Earnings Potential in Sales Roles (12:21) - Employment Status and Contractor Roles (14:30) - Finding and Evaluating Sales Offers (16:19) - Networking and Vetting Offers (18:13) - Onboarding Process for Sales Offers (20:13) - Protecting Companies from Poor Closers (22:18) - Lead Generation and Appointment Setting (23:40) - Assessing Company Readiness for Sales (25:32) - Training and Call Review Importance (27:03) - Breaking into Sales Roles (29:16) - Avoiding Scams and Building Experience (31:15) - Companies Training Newbies (32:43) - Transferable Skills in Sales (33:47) - Passion and Suitability for Sales (34:09) - Future Plans and Career Aspirations (36:37) - Encouragement for Aspiring Setters and Closers (37:34) - Steps to Start a Sales Career #sdr #bdr #salestech #techsales #saassales #saas #softwaresales #software #outbound #outobundsales #coldcalling #coldemail #linkedin #linkedinoutreach #prospecting #prospectingtips #ai #aisdr #businessdevelopment #businessdevelopmentmanager #businessdeveloper #salesdevelopment #salesdevelopmentrepresentative #sdrmanager #salesmanager #startup #closer #remoteclosing #remotecloser #remotesales #highticketsales #highticketclients #highticketclosing #highticketcloser #setter #setters #appointment #appointmentsetter #appointmentsetters

“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google Analytics 4 (GA4) in optimizing marketing strategies.Differences between hiring freelancers and agencies for marketing services.Effective communication and client management in marketing.The onboarding process for new clients and setting realistic expectations.Practical applications of retargeting across various platforms. Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO's Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddcConnect with Zaid here: linkedin.com/in/zaidammariCheck out PPC Masterminds here: ppcmasterminds.comFree audit:  https://ppcmasterminds.com/free-google-ads-audit/Studio report mentioned in the show:https://lookerstudio.google.com/reporting/cc7472bf-0d0e-40d4-b275-22f1996ca339/page/VAzeB. Timestamps:Introduction to the Episode (00:00:00)Overview of the Creative Agency Success Show and its purpose for agency owners. Discussion of Different Mindsets (00:00:14)Jamie and Jody reflect on their different perspectives during the episode with Zaid. Topics Covered in the Episode (00:00:42)Jody highlights the focus on retargeting and its common mistakes discussed with Zaid. Guest Introduction (00:01:38)Jamie introduces Zaid Ammari, a marketing expert from PPC Masterminds. Zaid's Background (00:02:07)Zaid shares his journey from banking to becoming a paid marketing specialist. Client Targeting in Marketing (00:04:42)Jody asks about Zaid's target clients and his focus on paid search. Industries of Focus (00:05:28)Zaid discusses his typical clients, primarily in e-commerce and service industries. Introduction to Retargeting (00:06:24)Zaid explains retargeting and its psychological impact on potential customers. Cookies and Ad Competition (00:08:13)Discussion on how cookies compete in ad placements and auction dynamics. Dynamic Retargeting (00:09:10)Zaid describes how dynamic retargeting can tailor ads based on user behavior. Common Retargeting Mistakes (00:09:37)Zaid identifies mistakes businesses make by using the same ads repeatedly. Cost-Effectiveness of Retargeting (00:10:20)Zaid explains how retargeting can be one of the cheapest marketing methods. Tracking Conversions (00:11:04)Discussion on how to track conversions from retargeting ads. Using Data Analytics (00:12:02)Zaid emphasizes the importance of segmenting traffic for better insights. Variability Among Companies (00:14:03)Zaid discusses the vast differences in performance metrics across companies. Click-Through Rate Misconceptions (00:15:58)Zaid clarifies how high click-through rates can mislead about lead quality. Ad Copy Strategies (00:16:59)Zaid advises on including pricing in ad copy to filter out unqualified leads. Google's Role in Advertising (00:18:51)Zaid discusses how Google Ads operates and their profit motives. Outsourcing vs. In-House Marketing (00:19:47)Zaid shares insights on when companies should consider outsourcing their marketing. Agency vs. Freelancers (00:21:16)Discussion on the differences between hiring agencies and freelancers for marketing services. Onboarding Process (00:22:25)Overview of the onboarding process and its impact on effective marketing strategies. Revenue Tracking Audit (00:22:49)Importance of auditing revenue tracking for e-commerce and service companies. Estimating Costs (00:23:59)Using PPC calculators to estimate costs and expected sales conversions. Budget Planning (00:26:26)Advice on budgeting for marketing campaigns and managing client expectations. Communication with Clients (00:27:00)The significance of proactive communication in maintaining client relationships. Retargeting Ads (00:27:59)Discussion on the underutilization of retargeting ads in marketing strategies. Voice Recognition Marketing (00:28:38)Exploration of how voice recognition may influence targeted ads. Prime Day Product Searches (00:30:00)Personal anecdotes about product searches during Prime Day promotions. Final Thoughts and Resources (00:34:16)Wrap-up of the conversation and sharing of additional resources for listeners.

No doubt, a great onboarding process is the key to building a great relationship with your members.Because that moment, right after the purchase, is the most vulnerable moment for your clients.They just handed their credit card details to a stranger based on a promise and are wondering if you are going to deliver.In this episode of our Mastermind Series, we are discussing how you can create an engaging and informative onboarding process that will leave a good first impression with your new members.Resources:Adaptive Inner Circle - The Adaptive Inner Circle with Paul & Melissa Pruitt is an epic 12-month experience for online business owners, coaches, course creators, and membership site owners who aspire to create financial freedom and a lifestyle they want for themselves and their family and also create a positive impact in their community and the world.Adaptive Marketing Program - Adaptive Marketing Program is an exclusive opportunity for online business owners, coaches, course creators, and membership site owners to play bigger and bolder in their business and explode their bank account with more clients!For a list of our resources & recommendations visit: https://onlinemarketingpodcast.com/learn-with-paul-melissa/Connect with us on social!Instagram: @realpaulpruitt & @realmelissapruittFacebook: @realpaulpruitt & @realmelissapruitt

Follow Building in Public Podcast: https://x.com/builtnpublicpod In this episode, Connor and Greg Osuri (Founder of Akash Network) explore the changing landscape of American governance, focusing on the generational shift towards crypto and decentralized technologies. The guest highlights recent legislative changes, such as the passing of Bill 521, which reclassifies crypto as a commodity and shifts jurisdiction from the SEC to the CFTC, marking a significant moment for the industry. The conversation touches on the pro-crypto stance of the incoming administration and the potential for decentralized technologies to improve government efficiency, including through the proposed Department of Government Efficiency (DOGE). Attention is also given to challenges in the AI space, especially energy consumption, and the role of Akash in providing decentralized cloud computing resources to meet growing demand. The episode wraps up with insights into Akash's onboarding process for data centers and the company's growth, driven by the need for affordable, accessible computing power in AI development. Timestamps: 00:00 - Introduction 00:39 - Sponsor Message 00:58 - Regulatory Clarity in Crypto 03:41 - Crypto as a Commodity vs. Security 05:41 - Pro-Crypto Administration 07:38 - Impact of Government Adoption of Crypto 12:02 - Decentralized Tech in Government 14:01 - AI Regulation Perspectives 20:06 - Countermeasures for AI Threats 28:10 - Trends in AI and Energy Consumption 30:23 - Akash's Role in Decentralized AI 35:40 - Supply Constraints and Incentives 46:20 - Onboarding Process for Data Centers 48:33 - Customer Profiles and Use Cases Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Effectively onboarding and integrating new employees is a key to their long term success. Unfortunately, few organizations have defined processes that extend beyond the initial orientation.  In this episode, AEU LEAD Director Joe White outlines steps supervisors can take to improve the likelihood of desired outcomes for all involved.View this episode on the AEU website.About JoeAs Director of AEU LEAD, Joe White focuses on helping members transform operational goals into actionable plans through a structured change management process. Prior to joining AEU, Joe was a senior consultant for E.I. DuPont's consulting division, DuPont Sustainable Solutions (DSS). He joined DSS in 2011 to develop the next generation of safety practices using extensive research in behavioral sciences he's compiled over a period of nearly two decades. His efforts resulted in the development of The Risk Factor, which is now the flagship instructor-led offering for the consulting division. Combined, Joe has 26 years of operational safety experience, the majority of which was with DuPont. Joe has been published in Occupational Health & Safety Magazine for his prominent work in safety relative to behavioral and neurosciences and is an event speaker at many leading industry conferences including National Safety Council (NSC) Congress and Expos, American Wind Energy Association (AWEA), and National Maritime Safety Association (NMSA). Joe is a graduate of Virginia Commonwealth University and has a B.S., in Safety and Risk Administration.Where you can find JoeConnect with Joe on LinkedIn======================Supervisor Skills: Secrets of Success is a production of AEU LEAD, a division of The American Equity Underwriters, Inc. With 60 years of combined industry experience, our supervisor training program gives mid-level managers in the maritime industry the skills needed to influence employees, customers, and peers. This increases employee engagement, reduces turnover and rework, and ultimately results in higher profits for their companies. Find AEU: amequity.com | Linkedin | Facebook

Are you feeling frustrated because the people you hire just aren't working out the way you'd hoped? Do you wonder why new hires struggle to fit into your team, despite careful planning? In this episode of Leadership is Feminine, host Kris Plachy takes a close look at what might be missing in your hiring process and shares practical steps to help ensure new team members align with your business. No stranger to the challenges all leaders face when it comes to building a team, Kris candidly shares her tips on what to do when an employee just isn't working out. Kris discusses several factors that may hinder the successful addition of a new hire to your team. She raises the importance of a structured hiring process, including creating and sharing a detailed job description, and the necessity of having your framework in place. As Kris advises, “Don't ever hire someone if you don't have a job description.” She also urges leaders not to hire out of desperation, cautioning that the odds of such a hire working out are very low. This episode is a look into a successful hiring process, complete with tips such as maintaining consistent communication with new recruits, setting accurate expectations about work culture, noting your non-negotiables, and the importance of a swift firing process when necessary. Kris offers insights that will help you refine your approach and build a team that truly supports your vision. Tune in to hear Kris's unique perspective on leadership and hiring, inspired by years of experience and helping entrepreneurs just like you. Key Takeaways From This Episode Importance of a Hiring Framework: Emphasizing the importance of job descriptions and the hiring process. Maintaining Clarity During Hiring Process: Presenting candidates with expectations. Avoiding Desperate Hires: Identifying the issues that arise from hastily hiring candidates. Communication and Honesty During the Hiring Process: Portraying a realistic picture of what working in the company is like. Importance of Continuous Communication Post-Hiring: Suggesting frequent check-ins to avoid misunderstandings. It's Ok to Fire Someone: Learning to quickly let go of hires who don't fit Always Have Candidates in the Pipeline: Adopting a continuous interviewing process to always have potential candidates. Contact Information and Recommended Resources Get Access to LEAD LESSONS Have questions? Want more details about the ways we support women Visionary Founders? Visit www.thevisionary.ceo. Linkedin Instagram Facebook Pinterest

Most people form a first impression in just a tenth of a second, and there's no second chances. So, what is your nonprofit's first impression? When you hire a new staff person, what do they think or feel? It's worth asking the question, and it's worth investing in making that first impression a good one. That's why, on today's episode, I‘m sharing three practical ways you can improve your nonprofit's onboarding process and create a great first impression.▶️ Three Practical Tips to Improve Your Nonprofit's Onboarding Process  ▶️ Key Points:00:58 Creating a great first impression with your onboarding process02:20 Why a good onboarding process is so important02:58 Three tips to improve your nonprofit's onboarding processResources from this episode:Join the Nonprofit Learning and Development Collective: https://www.skillmastersmarket.com/nonprofit-learning-and-development-collectiveWas this episode helpful? If you're listening on Apple Podcasts or Spotify, follow and leave a review!

Have you ever invested money, time, and resources in onboarding and training new staff members, only for them to quit shortly after? If you haven't experienced this yet, you probably haven't hired enough people!In this episode of Shorr Solutions: The Podcast, our host, Jay Shorr, shares the top tips for sharpening your onboarding process to prevent new hires from quitting. He'll discuss the importance of having a structured onboarding plan, fostering a healthy team culture, thoroughly training your staff, encouraging open communication, celebrating milestones, and MORE! Tune in to learn how to reduce turnover and retain your team!Schedule your free consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF!   Connect with us: Website: https://shorrsolutions.com/ Instagram: https://www.instagram.com/shorrsolutions Facebook: https://www.facebook.com/shorrsolutions LinkedIn: https://www.linkedin.com/company/shorrsolutions YouTube: https://www.youtube.com/user/TheBestMBS1/featured 

We spend a lot of time talking and about the federal hiring process and how long it takes. What gets less attention is the onboarding process: all the steps that have to happen once the hiring process is over to get new employees in a position to actually do their jobs.Previous studies have shown the onboarding process is especially troublesome in the Office of the Secretary of Defense, a collection of 19 sub-organizations that tend to each do things their own way. From basic things like getting people signed up for benefits to issuing Common Access Cards and IT equipment, there's not much of a structure in place to make the onboarding process efficient, so on average, it takes about 90 steps.Deputy Defense Secretary Kathleen Hicks recently approved an implementation plan to modernize the onboarding process for OSD's workforce. On this edition of On DoD, we're joined by one of the officials will lead the effort: Danielle Metz, OSD's chief information officer.  Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We spend a lot of time talking and about the federal hiring process and how long it takes. What gets less attention is the onboarding process: all the steps that have to happen once the hiring process is over to get new employees in a position to actually do their jobs. Previous studies have shown the onboarding process is especially troublesome in the Office of the Secretary of Defense, a collection of 19 sub-organizations that tend to each do things their own way. From basic things like getting people signed up for benefits to issuing Common Access Cards and IT equipment, there's not much of a structure in place to make the onboarding process efficient, so on average, it takes about 90 steps. Deputy Defense Secretary Kathleen Hicks recently approved an implementation plan to modernize the onboarding process for OSD's workforce. On this edition of On DoD, we're joined by one of the officials will lead the effort: Danielle Metz, OSD's chief information officer.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

On today's episode of Mastering eCommerce Marketing, host Eitan Koter sits down with Yoni Kosminski, the Co-Founder and CEO of MultiplyMii and Escala. Yoni has built a career helping businesses scale by optimizing their teams and processes. MultiplyMii focuses on executive recruitment, helping companies find top remote talent from the Philippines, while Escala is all about improving operational efficiency, helping businesses streamline and document their processes.In this conversation, Yoni shares how he grew his companies by providing US-based brands access to high-performing Filipino teams. He talks about the importance of having the right mix between in-house and remote talent, and why it's crucial to balance strategy and execution. Yoni also touches on lessons learned from growing teams too fast, and how refining focus and setting clear expectations can prevent business inefficiencies.Listeners will also hear about the challenges companies face when scaling remote teams and how MultiplyMii addresses those by offering tailored recruitment and onboarding solutions. Yoni shares advice on how to avoid common pitfalls, improve onboarding, and ensure that remote hires are integrated into the team effectively.It's a conversation packed with practical knowledge about remote team management, the benefits of outsourcing, and strategies for business growth. Let's get into it!Website: https://www.vimmi.netEmail us: info@vimmi.netPodcast website: https://vimmi.net/mastering-ecommerce-marketing/Talk to us on Social:LinkedIn Eitan Koter: https://www.linkedin.com/in/eitankoter/LinkedIn Vimmi: https://il.linkedin.com/company/vimmiYouTube: https://www.youtube.com/@VimmiCommunicationsGuest: Yoni Kozminski, Co-Founder and CEO MultiplyMii and Escala LinkedIn: https://www.linkedin.com/in/yonkoz/MultiplyMii: https://www.multiplymii.com/Escala: https://www.weareescala.com/Watch the full Youtube video here:https://youtu.be/I3XwIK_X_c4Takeaways:Building high-performing remote teams is crucial for e-commerce businesses.Strategic minds and clear onboarding processes are essential when scaling remote teams.The challenges of scaling remote teams include planning, recruitment, and onboarding.Bootstrapping requires focus, picking the right battles, and building a profitable business.Achieving work-life balance is important for personal well-being and success in business.Chapters:00:00 Introduction and Background01:41 Inspiration for Launching MultiplyMii and Escala04:01 The Ideal Setup for Hiring and Outsourcing08:41 Challenges and Solutions for Scaling Remote Teams14:44 The Onboarding Process and Engagement Models21:16 Operational Transformation with Scala Management Consulting25:30 Tips for Bootstrapping

Send us a textIn this episode of the Customer Success Playbook Podcast, host Kevin Metzger interviews Sadee Akhtar, a tech leader specializing in optimizing collaboration between customer success (CS) and professional services (PS) teams. Sadee shares six key insights on improving team dynamics during the onboarding process, emphasizing the importance of data-driven decision making, aligning on customer journey design, and ensuring smooth handoffs between teams.Detailed Analysis1. Data-Driven Approach to OnboardingSadee emphasizes the importance of balancing quantitative data with qualitative insights when designing the onboarding process. She notes that gathering a comprehensive view of the customer journey often requires multiple layers of investigation, as different teams (sales, CS, PS) may use various systems to track customer data. This holistic approach ensures that teams can identify pain points and areas for improvement more accurately.2. Aligning on Customer Journey DesignThe discussion highlights the critical need for establishing design principles that reflect both customer and business needs. Sadee recommends:Creating ease for both the organization (efficiency) and the customer (optimized experience)Adopting simple, straightforward principles focused on designing with the user in mindAligning these principles across all post-sales teams to ensure consistency3. Effective Tooling StrategiesThe conversation delves into the challenges of selecting and implementing tools that enhance collaboration between CS and PS teams. Key points include:Choosing tools that align with customers' work styles (e.g., Jira for software engineering clients)Considering both large-scale systems and smaller communication tools (e.g., Slack channels, conferencing systems)Leveraging tools to facilitate feedback collection and improve the overall customer experience4. Streamlining Handoff ProcessesSadee stresses the importance of a well-designed handoff process between sales, PS, and CS teams. She suggests:Clearly defining responsibilities for each stage of the customer journeyAutomating information collection where possible to reduce manual handover tasksFocusing on key information rather than overwhelming teams with unnecessary details5. Addressing Common ChallengesTo tackle challenges in CS and PS collaboration, Sadee recommends:Investing in a well-defined customer journey that all teams understandSetting realistic and achievable goals (e.g., OKRs) for implementation timelines and value deliveryMaintaining open communication channels between teamsBuilding strong relationships and empathy with customers6. Post-Go-Live Support ConsiderationsThe discussion touches on the importance of planning for post-go-live support during the onboarding process. This includes:Understanding what needs to be done during onboarding to ensure smooth post-go-live supportRecognizing the constraints of professional services budgets and tiPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Are you a coach ready to take your client relationships to the next level? This video reveals the secret to long-term success and satisfaction: a powerful onboarding process. Forget just focusing on signing new clients; the real magic starts once they're in. Learn how to create a structured onboarding experience that makes every client feel special and valued from day one. Discover why a strong start leads to better retention and a thriving coaching practice. Ready to transform your coaching business? Watch now and see the difference. Don't miss out—give your clients the best onboarding experience possible!

In the episode In The Club powered by Club Colors, join us for an engaging conversation with J'ai Brown, Vice President of Human Resources at Hub International, to share her unique career journey from aspiring physical therapist to HR leader. He recounts her initial interest in physical therapy, internships, and eventual pivot to human resources. J'ai discusses the importance of internships, career services, and networking for students, and explains how Hub International's initiatives, including their affinity groups and onboarding process, reinforce a strong company culture and brand. He highlights her involvement with SHRM and the role it plays in the professional development of HR practitioners. J'ai also speaks about the impact of community building within the company and the various strategies employed to ensure new hires feel welcomed and valued.KEY TAKEAWAYSCareer Path Shift: Initially interested in physical therapy, J'ai transitioned to HR after internships and exposure to different fields.Educational Background: Attended UT Chattanooga, credits career services and internships for pivotal career guidance.SHRM Involvement: Active in SHRM, emphasizes the importance of networking and community building.Role at Hub: Leads a team in talent acquisition, advocates for effective branding and onboarding practices.Onboarding Strategy: Focus on consistent yet customizable experiences for new hires, leveraging both local and national resources.Company Mission: Hub International's mission emphasizes protecting client aspirations and empowering employees.Community Engagement: Active participation in community and diversity initiatives within Hub International.Branding Importance: Branding begins before employment and is crucial in fostering a positive company identity and culture.QUOTES"It's always great to highlight those folks that are doing incredible work.""I'd say absolutely leverage career services or whatever equivalent department exists on your campuses.""Internships are really key. That probably goes without saying for a number of people, but some people never have an internship.""SHRM is an incredible community of HR professionals, resources, really the opportunity to develop HR practitioners at all different levels to be great business partners.""Community, you're able to lean on each other and help each other in those moments where you're trying to learn something.""Opportunity grows from the roots of adversity.""When you're trying to build that community, you're looking to find those peers."Connect and learn more about J'ai Brown.https://www.linkedin.com/in/jaibrown1/If you enjoyed this episode of In the Club Podcast with Club Colors, please leave us a review on your favorite podcasting platform!Club Colors: https://www.clubcolors.com/

If you're a service provider or coach, you know that the first impression you make with your clients is important. A smooth and efficient onboarding process sets the tone for your entire working relationship and can mean the difference between a loyal client and one who feels frustrated or unheard. The onboarding process can be time-consuming, especially if you're doing everything manually. But these days, with the right systems in place, you can automate a lot of the process and it's going to save you time and effort, take some of the stress away, and keep your clients happy at the same time.  Today we're going to break down how you can create a streamlined, automated client onboarding process that runs smoothly without needing your constant attention.We'll talk about the 6 key steps make an effective onboarding process, as we go through them I'll mention some helpful tools for automating your client onboarding, and we'l also look at how to troubleshoot a few of the common hurdles that pop up when we try to automate the process - so you don't have to worry about them!  Mentioned in this episode: Time Saving Templates for Business Owners Who Want More Freedom: https://bit.ly/time-saving-templates ThriveCart ConvertKit (Now Kit) Google Workspace *Links are affiliate links --- Come chat with me on ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠! --- Ready to simplify your business? Start with these resources: ⁠⁠⁠⁠⁠https://www.marissaroberts.com/resources/⁠⁠⁠⁠⁠ --- Enjoyed this episode? Please subscribe, rate, and review us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or your favourite podcast platform!

Did you know clients decide to stay in or exit a program within the first 0 - 90 days of starting? That's right!Clients aren't waiting until the program is over or the contract is up…they are making their minds up during the onboarding process.In this episode, I discuss building a legacy business as a high-performing female entrepreneur while balancing family responsibilities. I highlight the importance of the first 90 days in client engagement for retention in coaching programs and share effective onboarding strategies to ensure clients feel valued and connected.We examine key factors influencing client loyalty and common onboarding pitfalls while introducing an eight-phase onboarding model that emphasizes personalized communication. I stress the emotional aspects of client retention, advocating for a focus on exceptional client experience as a core business element. Tune in for actionable insights to enhance client commitment and create a lasting, fulfilling business.HIGHLIGHTS:4:31 Importance of Onboarding8:19 Client Feedback Insights11:08 Common Onboarding Mistakes15:06 Creating an Onboarding Strategy21:19 The Eight Phases of Onboarding31:40 Achieving Early Wins35:43 Prioritizing Client ExperienceFollow Megan Huber's Socials:LinkedIn | Instagram | Facebook | Book a Call | Consulting

Welcome to another episode of Mastering eCommerce Marketing! Today, our host Eitan Koter is joined by Parag Mamnani, the founder and CEO of Webgility. Webgility is a leading platform helping e-commerce businesses streamline their operations, especially in accounting and inventory management.In this episode, Parag talks about how the focus for businesses has shifted from rapid revenue growth to sustainable profitability. He shares insights into the challenges smaller brands face in a world where big players, like Shopify and major marketplaces, are dominating the space. We also dive into how AI is playing a role in optimizing operations beyond just content creation and marketing, with a focus on improving efficiency and reducing costs.If you're an e-commerce brand navigating today's landscape, you'll find real, straightforward tips on how to optimize your business, manage costs, and grow smartly in a competitive market. Enjoy the conversation!Website: https://www.vimmi.netEmail us: info@vimmi.netPodcast website: https://vimmi.net/mastering-ecommerce-marketing/Talk to us on Social:LinkedIn Eitan Koter: https://www.linkedin.com/in/eitankoter/LinkedIn Vimmi: https://il.linkedin.com/company/vimmiYouTube: https://www.youtube.com/@VimmiCommunicationsGuest: Parag Mamnani, the founder and CEO of Webgility.LinkedIn: https://www.linkedin.com/in/paragmamnani/Webgility: http://www.webgility.com/Watch the full Youtube video here:https://youtu.be/NHuA47Ihf9kTakeaways:There has been a shift in the e-commerce industry from focusing solely on revenue growth to prioritizing profitability.Small businesses face challenges in competing with large marketplaces and need to be thoughtful about their channels and customer acquisition strategies.The order management system (OMS) industry is evolving with the rise of platforms like Shopify and the addition of more capabilities.AI has the potential to optimize business operations and finance by leveraging data and providing predictive insights.Webgility offers free onboarding and support to help businesses streamline their accounting operations.Maintaining a work-life balance is important for business owners.Chapters:00:00 The Shift from Revenue Growth to Profitability in E-commerce02:34 The Evolution of the Order Management System (OMS) Industry05:48 Challenges Faced by Small Businesses in the E-commerce Industry08:19 The Importance of Data and Predictive Insights in AI10:56 The Role of AI in Business Operations and Finance15:19 The Onboarding Process and Support Provided by Webgility20:37 The Significance of Work-Life Balance for Business Owners

In this episode, we dive deep into the art of building a successful gym business through effective leadership, staffing, and community-building with Jake (Head of Sales and Community) and Tyler (General Manager) from Madisons in Sussex. With over a decade of combined experience in the fitness industry, they share how Madisons has grown from 150 to 400 members by nurturing their team, providing top-notch service, and creating a strong community. Learn how to empower your coaches, streamline operations, and provide an A-star service that keeps clients coming back. Whether you're a gym owner or PT, this episode is packed with actionable insights to take your fitness business to the next level. -The Madisons Method: How they hire, onboard, and retain A-star staff. -How Madisons scaled from 150 members to 400 members by empowering their team and streamlining operations. -Sales strategies that help gym owners and coaches overcome common objections. -The biggest red flags you need to look for when hiring new staff. 00:00:00 - Introduction 00:00:05 - The Journey of a Gym Manager 00:00:07 - Roles and Responsibilities 00:00:11 - The Role of Sales and Community 00:00:17 - Importance of A-star Product and People 00:00:27 - Challenges of Sales and Marketing 00:00:40 - The Drive for Self-Improvement 00:02:40 - The Importance of Personal Development 00:05:57 - The Role of a General Manager 00:06:26 - The Transition from Senior Coach to Head of Sales 00:08:13 - The Importance of the Right Fit in Sales 00:11:08 - The Importance of Transparency in Business 00:12:39 - The Role of a Mentor in Career Development 00:18:50 - Sales in the Fitness Industryi 00:19:04 - Sales Targets and Conversion Rates 00:19:52 - Sales Process and Follow-ups 00:21:22 - Onboarding Process 00:21:43 - Overcoming Objections and Persistence 00:22:34 - The Importance of Sales in Business 00:23:50 - Sales Time Management 00:30:52 - Sales and Coaching Mindset 00:31:40 - Onboarding Process After Sales 00:35:27 - Touch Points During Onboarding 00:38:27 - Sales Process 00:42:22 - Retention Strategy 00:43:34 - Client Retention Rate 00:44:21 - Identifying Client Attendance Issues 00:45:36 - Team Meetings 00:46:26 - Training Session Setup 00:47:16 - Training Session Personalization 00:52:02 - Continuing Professional Development (CPD) 00:54:44 - Hiring Process 00:56:58 - Staffing for Gym Owners 00:57:33 - Onboarding Process for New Coaches 00:58:32 - Developing the Madison's Method 00:58:56 - Shadowing and Coaching Principles 01:00:39 - Staff Development and Role Progression 01:01:41 - Probation Period and Red Flags 01:03:59 - Delivery of Programming and Sessions 01:05:58 - Programming Responsibilities 01:06:07 - Programming for Different Class Concepts 01:06:40 - Programming for Safety and Flow 01:07:27 - Challenges in Programming 01:08:31 - Structure of Sessions 01:08:53 - Community Responsibilities 01:10:41 - Community Engagement and Events 01:11:48 - Leadership Lessons 01:13:18 - Dealing with Conflicts and Performance Issues 01:14:54 - Feedback and Performance Monitoring 01:16:16 - Advice for Gym Owners To find out how Fitness Marketing Agency can help your Fitness Business, book a demo call using the link below: https://fitnessmarketing.agency/high-growth?comet_source=jaketylerpodcast Connect with Fitness Marketing Agency on Instagram: https://www.instagram.com/fitnessmarketingagency/. Connect with Jake on Instagram https://www.instagram.com/jakeberney_/. Connect with Tyler on Instagram https://www.instagram.com/tylerryanwilde/. Connect with Madisons on Instagram https://www.instagram.com/madisonsofficial/. This episode is sponsored by Harbiz, Grow your business with the #1 app for fitness professionals, personal trainers, yoga, pilates, physiotherapists, studios and nutritionists. Click the link to find out more. ⁠⁠https://harbiz.io/en/?source=FMA&utm_medium=PODCAST&utm_source=presentations&utm_campaign=PODCAST

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. 

This episode of RDR is the first part of a conversation between Scott and Tyler Jensen, founder of Insurarisk University. Tyler is a speaker on top performance, a certified insurance counselor & an optimist coach.---Episode Markers:(0:00) - Episode Intro(1:30) - Show Start(1:55) - What is an Optimist Coach?(4:00) - Strategies to Stay Optimistic(6:45) - Value & Experience(10:15) - Embedding in Onboarding Process(12:15) - Don't Trust Your Memory & Being Seen(13:15) - Employee Experience(13:45) - Becoming Referable & Culture(15:00) - Key Elements to Creating Culture(17:15) - Craving to be Recognized(18:30) - Empowering Team Members & Integrity(20:15) - Insurarisk University & Connecting with Tyler---Scott Grates Links:Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.comReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Insurance Agency Optimization - https://www.agencyoptimization.comScott Grates Website - https://www.scottgrates.comLove Living Local  - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Instagram - https://www.instagram.com/scottgratesTyler Jensen's Links:Tyler's Website - https://www.tylerjjensen.comInsurarisk Website- https://www.insurariskuniversity.com/Instagram - https://www.instagram.com/tyler_j_jensenFacebook - https://www.facebook.com/profile.php?id=61558802128625Linkedin - https://www.linkedin.com/in/tyler-jensenYouTube - https://www.youtube.com/channel/UC5IDcFyXDaIs1MxMNJYDB8w---The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

In this episode, I speak with Stefan Hey, Co-Founder and Chief Science Officer at vGreens. We reminisce about our initial meeting at Vertifarm in Dortmund and the fascinating dinner conversations that led to a deeper connection. Stefan shares his journey from a childhood dream of becoming a gardener to his current role, where he combines his passion for plants with cutting-edge technology to revolutionize indoor farming. We delve into the specifics of vGreens' focus on strawberries, exploring the challenges and innovations involved in growing this delicate fruit efficiently and sustainably.Stefan's insights into the intricacies of strawberry cultivation are truly enlightening. He explains how vGreens is not just about growing strawberries but about creating a scalable model that can be applied to other fruits in the future. We also discuss the importance of R&D, the role of their farm management software, and the exciting prospects of expanding into the Asian market with a new facility in Singapore.Stefan's dedication to sustainable food production and his collaborative approach with partners and engineering companies make this episode a must-listen for anyone interested in the future of agriculture.Thanks to Our SponsorsBio520 Key Takeaways7:38 Entrepreneurship Journey10:51 Core Theme16:33 Onboarding Process with New Partners21:55 Future Outlook27:19 Support for Indoor Farming31:42 Diversity in Strawberry Varieties33:58 Expansion to Singapore for Year-Round Production38:09 Reintroduction of Fresh Produce42:14 Indoor Farming and Future BerriesTweetable Quotes"I started to study agricultural biology at university, where it became more and more clear about how huge challenges that are facing agriculture, and specifically the sustainability aspect of how we grow food.""One thing to realize is that the science matters and the plant is in the center of everything we do. That is probably one of the important messages that I would say is putting the plant in the center.""The important thing about a system like DAP running smoothly is that man and machine becomes a unit and sort of works together, and software builds that bridge so that the machine is working together with the human to grow these crops and helps the human to make those growing decisions, to have a productive crop over time."Resources MentionedWebsite - https://v-greens.com LinkedIn - https://www.linkedin.com/in/stefan-hey-ba9099130/Connect With UsVFP - LinkedIn - https://www.linkedin.com/company/verticalfarmingpodcastVFP Twitter - https://twitter.com/VerticalFarmPodVFP Instagram - https://www.instagram.com/direct/inbox/VFP Facebook - https://www.facebook.com/VerticalFarmPodVertical Farming Jobs - http://verticalfarmingjobs.comVertical Farming Weekly -

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.