Advancement Strategy, Getting Clients, Running your business, Strategy

The Importance of Onboarding Your Clients the Right Way

The first impression you have on your clients makes or breaks the client experience.

And don’t think that ‘first impression’ is just how you look on Zoom! You can dress as nice as you want, but if your client onboarding process is messy and unprofessional, people just won’t want to work with you.


Creating a Successful Onboarding Process

The #1 thing to keep in mind when onboarding a client is to keep it simple. Make it as easy as possible for your client to move from scheduling a consultation to signing the service contract.

  • Scheduling: Use a website like Calendly to mainstream this process so you won’t be emailing each other back and forth. They can choose a date and time that’s convenient for them and they’ll get a confirmation and reminder email. And you won’t have to lift a finger.
  • Consultation: Just like a date, this step is all about getting to know each other. Be clear about what your services entail, what your client can expect from you, and how you can be an asset to their team. Pay close attention to their pain points and needs during this call!
  • Proposal: Here’s where you have to lay it all out. You’ll have to include the services you will provide and how much you offer the services. This could mean different things to different clients, but it’s your job to make it clear what you’re bringing to the table. Letters By Reesi offers writing services that can help you draft up a killer proposal.
  • Contract: This is how you cover yourself from any misunderstandings and/or difficult clients. Be very detailed about what happens in case of a cancelation, what they are allowed (and not allowed) to do with your work, late payments, and any other legalities.

The Nitty-Gritty of Impressing Your Client 

High ticket clients have usually had some time to work with many people in the industry. This means they will know good onboarding when they see it.

It also means that your branding and documents have to be on point.

Proofread all your documents and make sure they are clear and concise (remember, keep it simple). Have an adhesive theme in all your documents that demonstrate your brand. Make sure your clients feel unique and taken care of.

Letters By Reesi offers a one-on-one Spruce it Up call, where you can get the help you need primping up your business for the next level.

All of these little things add up to a high-end experience that will be sure to impress your clients and get you paid what you are worth.

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