Things to Know About Onboarding Clients

 

There are a few things many online business owners struggle with and onboarding is one of themSo, we are going to discuss things to know about onboarding clients so YOU don’t struggle.

Just like the word “funnel,” this can mean different things depending on where someone is in the process. Onboarding new customers? Or long-term clients? Onboarding potential clients or prospects?

It can be confusing, but here are just a few ways to sharpen up your onboarding processes:

* Keep Your Promises – If you say something, not only should you do it and stick to it but you should also do it a little better than they expected. Don’t promise an easy refund and then make it hard. Don’t promise a “complete” anything that is not really complete. You want your new customers to trust you at your word, and the only way they can do that is by example.

* Respond Quickly – When a customer has a question, you need to answer them as soon as possible. Even if you don’t have an answer to the question, you can let them know that you’re researching it and you’ll get back to them in a defined time.

* Show That You Care – Whenever you can do just a little thing extra to let your customers know you care, you should. For example, why not collect phone numbers and call everyone who purchases your biggest product or package? You should do this within the first couple of weeks to ask them how it’s going?

* Price Your Products or Services Simply – Don’t confuse your audience by giving too many choices on prices and services or projects. Stick to a few simple ideas and steps. Your customers will be more likely to convert. Have only 3 to 5 package choices. Too many and it gets confusing.

* Make the Sign-Up Process Simple – The fewer steps you have in your onboarding process, the better. You don’t want your audience to get upset about what you’re putting them through to become your customer. Make it as easy as possible.

Relationships are the MOST important thing in this business. If you follow these best practices, you’ll be able to maintain your relationships with your customer and learn more about them so that you can create even more solutions for them. After all, as we all know, it’s a lot easier to keep a client or customer than to get a new one.

Check out our course on Relationship Marketing. It will help you make decisions for your business growth for your future.

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