Josh Nelson’s Post

Want to retain clients for the long haul? It all starts with world-class onboarding. Your onboarding process sets the tone for your entire client relationship. It's your chance to: Create a fantastic first impression Demonstrate your organization's strength and professionalism Collect necessary information smoothly Show appreciation for your new client When you nail your onboarding, clients will be amazed by your efficiency and attention to detail. They'll think: "Wow, I can't believe how seamless this process is!" "This organization really has their act together." "I feel appreciated and excited to work with this team." So, how do you create a world-class onboarding experience? Focus on: Streamlining your documentation and communication Setting clear expectations for the journey ahead Injecting appreciation and positivity into every interaction Get your onboarding right, and you'll lay the foundation for a long, successful client relationship. Don’t forget to follow so you don’t miss Pt 2 and 3 of ‘How to retain clients’! What's one thing you could improve about your onboarding process? Share your thoughts in the comments below, and make sure you tag or share this with someone you know who might find value in this message!

You need to add these 3 steps to your client onboarding process… Effective client onboarding goes beyond paperwork—it’s about creating a pleasant & memorable experience that sets the stage for a lasting partnership. Elevate your onboarding process with these 3 steps: Personalised Welcome Video: Imagine receiving a personalised video greeting right after signing. It can be your way of saying, 'Welcome to the family!' Coffee Surprise: Before the kick-off call, surprise your client with coffee delivered directly to them. It's a small gesture that packs a punch. Onboarding Success Guide: Provide a comprehensive onboarding success guide that includes FAQs, helpful resources, and a clear timeline of what to expect during the first few weeks. It ensures your clients feel informed and supported from the start. How does your firm enhance its client onboarding experience?

🚀 Maximize Your Success with These Client Onboarding Tips! 🚀 Are you ready to elevate your client onboarding process to new heights of efficiency and effectiveness? Here are some essential tips to ensure a seamless experience for both your team and your clients: 💬 Clear Communication from the Start: Establish open and transparent communication channels from day one. Clearly outline what clients can expect during the onboarding process, including timelines, milestones, and responsibilities. 🎯 Personalized Approach: Tailor your onboarding process to the specific needs and goals of each client. Take the time to understand their business objectives, pain points, and preferences to deliver a personalized experience that fosters trust and confidence. 📋 Set Clear Expectations: Define clear objectives and expectations for the onboarding process. Ensure that both your team and the client have a shared understanding of goals, deliverables, and success metrics to measure progress effectively. 📝 Streamlined Documentation: Simplify the paperwork and documentation process to minimize friction and delays. Utilize digital tools and platforms to streamline form filling, contract signing, and other administrative tasks for a smoother onboarding experience. 🤝 Comprehensive Training and Support: Provide comprehensive training and support to empower clients to make the most of your products or services. Offer user-friendly resources, tutorials, and ongoing assistance to address any questions or concerns they may have. 📅 Regular Check-Ins: Schedule regular check-ins with clients to assess progress, address challenges, and gather feedback. Proactively identify any issues or bottlenecks and work collaboratively to find solutions and ensure a positive experience. 🔄 Continuous Improvement: Continuously evaluate and refine your onboarding process based on client feedback and performance metrics. Identify areas for improvement and implement enhancements to optimize efficiency and client satisfaction. Remember, the client onboarding process sets the tone for the entire relationship and plays a crucial role in driving long-term success and satisfaction. By prioritizing clear communication, personalization, and continuous improvement, you can ensure a positive onboarding experience that lays the foundation for a strong and mutually beneficial partnership. ✨Ready to revolutionize your client onboarding process? Let's connect to explore how we can help you achieve your goals and exceed client expectations! #ClientOnboarding #CustomerSuccess #BusinessGrowth #SuccessTips

🛠️ Mastering Client Onboarding: My Approach to Creating a Seamless Experience A smooth onboarding process sets the tone for a successful client relationship. Here’s how I perfected my approach: 1- Developed a Clear Onboarding Process: - I created a step-by-step onboarding process that outlined key activities, milestones, and timelines. This process ensured consistency and clarity for new clients. 2- Prepared Onboarding Materials: - I developed comprehensive onboarding materials, including welcome packets, project briefs, and contracts. These materials provided clients with all the information they needed to get started. 3- Scheduled Introductory Meetings: - I arranged introductory meetings to discuss project goals, expectations, and deliverables. This face-to-face interaction helped establish rapport and align on objectives. 4- Set Up Communication Channels: - I established clear communication channels and protocols for ongoing interaction. This included setting expectations for response times and preferred methods of communication. 5- Provided Regular Updates: - I kept clients informed of progress through regular updates and check-ins. This transparency built trust and ensured clients were engaged throughout the project. 🔑 Key Takeaways: - Develop a clear onboarding process to ensure consistency and clarity. - Prepare comprehensive onboarding materials to provide essential information. - Schedule introductory meetings to align on goals and expectations. - Set up communication channels and protocols for ongoing interaction. - Provide regular updates to keep clients informed and engaged. What’s your approach to client onboarding? Share your tips! 👇

🤝 Elevating Your Client Onboarding Experience The client onboarding process sets the tone for your entire relationship with your clients. At 99creatives, we're committed to delivering a seamless and memorable onboarding experience. Here's how we ensure a smooth journey from day one: 1. Personalized Welcome: We kick off the onboarding process with a warm and personalized welcome to make our clients feel valued and appreciated right from the start. Tailoring communication to their needs and preferences sets a positive tone for the relationship. 2. Clear Expectations: Transparency is key to a successful onboarding experience. We outline clear expectations, timelines, and deliverables upfront to ensure that both parties are aligned and working towards common goals. 3. Streamlined Processes: We leverage technology and automation to streamline the onboarding process and minimize manual tasks. From digital forms and contracts to automated email workflows, we prioritize efficiency without sacrificing personalization. 4. Regular Communication: Communication is essential throughout the onboarding journey. We maintain open lines of communication, providing regular updates, progress reports, and opportunities for feedback to keep our clients informed and engaged every step of the way. 5. Continuous Improvement: We're committed to continuous improvement. We regularly gather feedback from our clients to identify areas for enhancement and refinement in our onboarding process, ensuring that we're always striving to deliver the best possible experience. Ready to experience a seamless and stress-free onboarding process? Let's collaborate and embark on a journey to success together! 🚀✨ #ClientOnboarding #SeamlessExperience #CustomerSuccess

I don’t care what people say about onboarding clients. It’s one of the worst things that’s hurting so many businesses. Here’s why: Most businesses treat onboarding like a checklist... A few emails... CHECK ✅ An invoice... CHECK ✅ and... that's it? They think, “Well, we’ve got the sale, so let’s dive right into the work.” But ignoring a strong onboarding process is setting yourself up to lose clients fast. Here’s the truth: your onboarding process is your first impression. If it’s sloppy, unclear, or missing altogether, clients will lose trust before you even get started. If you want onboarding to actually benefit your business, it needs to be more than a formality. It should do three things: → Set clear expectations – Let clients know what’s happening now, what’s next, and exactly what they’ll get. → Communicate regularly – Don’t leave them wondering. Use a structured welcome sequence to show them your process, your team, and the resources they’ll find valuable. → Build trust from Day 1 – Onboarding is the time to show clients they made the right choice. This can’t happen if the process feels rushed or disorganised. It’s not just about ticking boxes. The better you onboard, the smoother the relationship. A strong onboarding system keeps clients happy, ensures they understand what to expect, and keeps them around for the long haul. So, if your onboarding is just “another task” in the process, rethink it. Because the impact on your bottom line is real.

Your client onboarding process isn’t just a formality — it’s your first chance to 𝗯𝘂𝗶𝗹𝗱 𝘁𝗿𝘂𝘀𝘁. Here’s the hard truth: A clunky, inconsistent onboarding process can cost you more than just time — 𝗶𝘁 𝗰𝗮𝗻 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂 𝗰𝗹𝗶𝗲𝗻𝘁𝘀. I’ve seen it happen over and over with coaches, consultants, and course creators who want to provide a great experience but end up with: ❌ Missed steps that leave clients frustrated. ❌ Delayed responses that scream unprofessionalism. ❌ Manual processes that eat up hours and still result in errors. Sound familiar? You’re not alone. If your onboarding feels more like chaos than consistency, here’s the reality: The onboarding process sets the tone for your entire client relationship. When it’s smooth, clients trust you from day one. 𝗪𝗵𝗲𝗻 𝗶𝘁’𝘀 𝗺𝗲𝘀𝘀𝘆? 𝙔𝙤𝙪’𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙡𝙖𝙮𝙞𝙣𝙜 𝙘𝙖𝙩𝙘𝙝-𝙪𝙥. Now, picture this: ✔️ Every new client receives a high-quality, seamless experience—without any hiccups. ✔️ Automated reminders and personalized emails greet clients with both efficiency and warmth. ✔️ You save hours each week while delivering a professional, welcoming first impression—every time. Here’s how to make that happen: 1️⃣ Automate the Steps No more relying on memory or manual checklists. With automation, everything from sending contracts to onboarding surveys happens effortlessly. 2️⃣ Standardize the Process Create a streamlined onboarding workflow that every client follows. It’s like hitting the “easy button” for client satisfaction. 3️⃣ Focus on Building Relationships When you’re free from the admin grind, you can focus on what truly matters: connecting with your clients and building long-term partnerships. -- ♻️ Repost if this helped or inspired you. 🔔 Follow me, Monica Rysavy, Ph.D., Ed.D., for more insights on streamlining business operations and automating for growth. ❓ Want to automate your onboarding process and build stronger client relationships? Check out the link in the first comment below to join the waitlist for the Founders' Cohort of The Automated AF Accelerator and start onboarding like a pro.

🚨 STOP TREATING ONBOARDING LIKE IT’S AN ADMIN TASK 🚨 Business owners often say, “Just get the contract signed and send a couple of emails. That’s onboarding, right?” 🤷♀️ The short answer: Definitely not ❌ But let me explain why. Let’s talk about two experiences I had when signing up for services. The first was seamless: I said yes on the call, and within minutes, I had an email with the agreement. Once signed, I was directed to a page with three clear next steps: ✔️ What to expect next. ✔️ A link to a short form. ✔️ A link to schedule a kickoff call. All done in 10 minutes! The kickoff call was clear, detailed, and laid out step-by-step actions. The entire experience left me feeling confident and valued. On the flip side, I signed up for another program and immediately received four different emails. Only one contained login information, while others pushed unrelated offers 👀 There was no guidance on what to expect next. Then, I was added to a Telegram group without any heads-up, and the content was a jumbled mess. 🤔 Which business did I end up spending over $1200 with in 18 months? 🤔 Which one got my positive review and referral? You already know. Here’s what many business owners don’t realize: Onboarding and offboarding set the tone for your entire client relationship. ➡ When done right, they make clients feel valued and ensure nothing falls through the cracks. ➡ When ignored or undervalued, they lead to confusion, frustration, and ultimately lost business. The big takeaway? If you’re only focusing on sales and marketing, and ignoring the client experience, you’re missing out. Customer experience is not an afterthought. It’s a key revenue driver. What’s one thing you’d change about your client onboarding process right now? 👇

How you chase away new clients fast 💨 They don’t tell you the reason but I do: It was your onboarding process (and it can make or break your entire business). I remember every great onboarding experience with a new service. And the really bad ones too. A great onboarding process is the number one factor for your customer’s lifetime value. It colors their entire experience and perception of your company like an Instagram Filter. There is no second first impression but: - 88% of organizations don’t onboard clients well, according to Gallup. - 58% of new clients stay with a company for 3 years or more if they had a great onboarding experience. - Organizations with strong onboarding processes improve client retention by 82% and productivity by over 70%. Here are my favorite three tips to enhance your onboarding process: ✅ Provide an onboarding guide with a clear roadmap and a short FAQ. This helps clients know what to expect and answers common questions upfront. ✅ Use messenger communication over email. It’s faster, more personal, and more engaging for clients. ✅ Opt for fewer but more meaningful calls (1-2 max.). Quality over quantity ensures clients feel valued and not overwhelmed. These statistics highlight the critical importance of having an effective onboarding process. A well-structured onboarding program can significantly improve client retention, productivity, and overall satisfaction. Poor onboarding experiences can lead to high turnover rates and your marketing money down the drain. Invest in a strong client onboarding process and watch your business thrive.

First Impressions Matter Onboarding clients can be weird.    It's the awkward phase when someone makes the transition from prospect to paying client.    But it's also one of the most important phases.    Most people say they make a decision on whether or not they want to stay with a service provider based on the onboarding process.    If you screw it up, your client will leave eventually.  If you do it well, you can create a client for life.    Because first impressions matter.    And I want to help you make a great first impression.    So that your clients not only have an incredible opinion of you before you even start working together, but they'll also start raving about your business, immediately.    Which is why I'm hosting my first ever workshop on August 1st.    It's called Effortless Onboarding.    It will be the last training you'll ever need on how to onboard clients effortlessly, and effectively.    The process I implement is so simple, and so good, that I've had clients join on payment plans, and pay in full after onboarding because they learned so much from the onboarding process alone.    My onboarding process has been tested, iterated, and refined over the past 8 years of working with and onboarding thousands of clients.    Good onboarding has 5 components that you must get right.    Because ultimately what you want to show clients is that you can scale care, as well as revenue.    Onboarding is the foundational pillar of your relationship with a client.