Ever landed the dreamiest of clients who later disappears or requests a refund/chargeback...or turn into the wicked witch of the west who leaves you frazzled, stressed out and ready to demand a divorce?

It may be that your onboarding process and the eventual process of working with you... demolished their trust in your leadership and their confidence in their ability to get to results under your leadership.

You and your client have the great love story. The meet cutes and blossoming love that movies are made off! 

It goes a lil something like this... (I triple dog dare you to sing with me) 🤣

😗😗[Your first name] and [your client] sitting in a tree...K-I-S-S-I-N-G (you vibe throughout the sales process).

💑💑First comes love (that's when you decide to work together and they pay you!)

💒💒Then comes marriage (coughs) I mean onboarding...

💍💍The client said yes and sealed the deal with a payment. Now you are in a marriage.

No matter how excited a client is to work with you, they will always experience the mixed feelings of starting something new with you.

"I hope I made the right choice. What if I bit off more than I can chew? I cannot wait to achieve the outcome! I cannot wait to work with {{contact.first_name}}!"

Fear. Excitement. Anxiety. All bundled up.

Your mission is to keep the love, trust and vibes going with a chef's kiss preboarding and onboarding experience.

Leave your clients champing at the bit to start your work together (to make that baby in the carriage). 

Leaving them feeling certain that they made the right decision... takes way more than sending thank you email and a welcome gift!

It's about priming your client and team by planting the seeds of what to expect as you work together. It's about communicating the steps you, your team and clients will do to work together successfully (at the right level and time).

That's how you:

• set the tone of the engagement,

• hold your client's hands as they navigate the steps required to start working with you

• prepare you and your team to work with the client

• prepare the client to work with you and your team,

• set expectations and

• finally kick off the engagement.

You onboard yourself and your clients and team! And unprepared team messes with the client experience and business efficiency. And an unprepared client messes with your team’s ability to perform. And an unprepared you affects both the client and team.

Plus, it's the start of something new for all THREE parties involved. There are mixed feelings all around as you, your client and team will be working with someone new in a new way.

Now, if you haven't guessed... your onboarding steps are determined by your offer.

For example: Preboarding and onboarding for our introductory offers like 1-week to streamline your client onboarding process or 1-week to create a high-level roadmap to streamline your entire client fulfilment process. For those offers, preboarding and onboarding for the client happens on the sales page (calendar link), thank you page and during the first 5 mins of our call.

It's a different story for our VIP Days and 12-month consulting offers. Preboarding and onboarding for those offers include a sales page, a thank you page, a contract, a welcome and expectation setting email sequence and a kick-off call. And that's just from the client's perspective. Behind the scenes, our team prepare presentation decks, agendas, client documents, etc. and are notified to do follow-ups (if needed).

And no, we haven't started sending welcome gifts. Yet, our clients are still blown away and love us.

Your clients will too if you get client onboarding right...Build their trust in your leadership and their confidence in their ability to get to results under your leadership. That ramps up their excitement to make a baby in a carriage together.

In the next post, we talk about how you can make client fulfillment smoother than butter so you take on bigger or more clients with confidence and position your top-tier team to handle delivery without your presence. It has something to do with how you plan for and make that baby in a carriage.

Read the full "Time Freedom & Business Growth" Series below.

Here is Part 1: Get out of the weeds of your business.

Here is Part 2 (this post): Dreamy clients...wicked witch behaviors.

Here is Part 3: Going after major client projects or more clients?

Here is Part 4: Clients who behave like billboards

Here is Part 5: How the sales process is like online dating.

We'd be remiss if we didn't mention that you can get this client fulfillment process structure customized to your business in just 90-mins.

OR

We'd be remiss if we didn't mention that you can an onboarding process that fosters and maintains client trust and team efficiency in just 90-mins.

OR

Book a call to talk about how we can help you streamline client fulfilment so you can finally deliver your services with less work and stop being the bottleneck in your business.

Be amazing,

Danielle & Chanel