Beyond The Status Quo Podcast | Entrepreneurship | Career | Finances | Motivation | Personal Development | Relationships
229 | Effectively Onboarding and Offboarding Clients
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:23:06
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Sinopsis
Sometimes getting new clients or getting rid of existing ones can be a hassle. Over the years, I’ve worked on perfecting the best way to onboard and offboard clients. I'm excited to share a few of my tips and tricks on how I do this in a way that feels easy and effortless and gives the client a feeling like they're being taken care of.Here are some tips for both onboarding and offboarding, and why it's important to do these in a specific way in order to maximize your ability to use referrals for new business. "Referrals are how I get clients. It’s the number one way I get the dream clients that I want. They're always high quality. They're always high paying because they're happy customers that told other people so that they could be happy customers, too. It's just an amazing ripple effect. And that's why offboarding and tying everything up nicely is so crucial.” ~ @avanimiriyala Five Steps for Effective Onboarding 1. Everyone needs to sign the contract As soon as the contract is signed, it’s go time for y