EP01: Our Secret To Onboarding

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Listens: 119

XYZ Approach

Business


In this episode, we dive into the process of onboarding clients in a super efficient way that takes only 1 hour or less. We discuss the importance of asking the right questions and how it can drastically reduce onboarding time. We also share our strategies for creating a brand style guide, accessing platforms without sharing passwords, and automating file sharing. Additionally, we explore the significance of understanding the target audience and their hopes, dreams, and fears. Finally, we highlight the impact of sending personalized gift baskets to clients as a way to make our competitors jealous and keep our clients smiling. Overall, this episode provides valuable insights into how we streamline the onboarding process to ensure maximum efficiency and client satisfaction.