HOW TO ONBOARD NEW CLIENTS LIKE A PRO
If you’ve ever had that oh-no moment when a client says YES and you realize you don’t have an easy way to collect payments, you’re not even sure if you should do that before a contract gets signed and speaking of contracts, you don’t even have one in place…
This episode is for you.
I am spilling the beans about all things onboarding. In today’s episode I walk Nzinga Moore through the exact workflow I follow whenever I sign a new client.
You see, Nzinga is a smart cookie because her coaching business is about to officially launch and she wants to get all of her administrative ducks in a row before then.
Nzinga Moore helps actors breakthrough their mental and emotional stuckness to move past doubt, overwhelm, and burnout and finally follow through on their purpose without excuses or fears.
I had so much fun walking Nzinga through how to:
- Set up automatic monthly billing
- Send a contract after you collect payments
- Get that first session on the books so your new client doesn’t back out
- Avoid overwhelming your client with too much prep work
- Easily track your clients progress without wasting hours writing recap notes
If your new client onboarding process isn’t smooth like butter, grab a pen and paper because this episode is right up your alley.
And if you like what you hear and you want to get your hands on all the templates we discuss, you can get on the waitlist at NewClientNowWhat.com.
And now, let’s hear from Nzinga.
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