How To Create The Best Client Onboarding

by | May 18, 2024 | Podcast

How you onboard new coaching clients may not be the sexiest topic in the coaching space, but it can easily be make or break for your business.

Onboarding isn’t just a nicety in your business, it actually plays a vital role.

An intentional onboarding process helps you keep clients longer, generating a wonderful client experience as well as powerful referrals that will drive your business forward.

Tune in this week to discover a simple but exceptional onboarding sequence that will save you time on marketing and money on ads by making it easier to retain great clients.

Listen to this week’s Money Coach School Podcast episode & discover:

☑️ Mistakes coaches make when they haven’t prepared their onboarding sequence in advance.

☑️ The mindset required for creating real connection when onboarding new clients.

☑️ My simple but exceptional onboarding sequence that will help you keep the clients you adore working with.

☑️ 3 secrets to help you jumpstart a simple and powerful onboarding of your new clients.

☑️ 8 elements of my own onboarding sequence.

☑️ A checklist to help you create an exceptional onboarding sequence of your own.

Listen now – find episode 34 at www.themoneycoachschoolpodcast.com/34 or on your favorite podcast app.

xo,
Kendall

Want my very best free content on all things coaching? Coach training, pricing, money mindset, coaching business best practices, and so much more. Join my Facebook Group: The Tribe of Courageous Coaches. The Tribe is our fast-growing community specifically for women in coaching who are ready to own their worth, and create their own economy. Click here to request access now

MOST RECENT POSTS

The Free Coaching Resources Episode

The Free Coaching Resources Episode

I’ve been prolific in the first half of this year, creating 4 free resources for you that will actually move the needle in your coaching skills and support you in making money as a coach. More than just a ‘checklist’ (although that’s included, too!) each resource is a...

How to Cultivate a Results Mindset in Your Clients

How to Cultivate a Results Mindset in Your Clients

As a coach, I'm certain you've heard that you're supposed to be focused on getting clients results. But what does that actually mean? And how do you get your clients results without taking on an unhealthy responsibility for those results? Creating results is often...

Millionaire Coach: Why Your Coaching Skills Are Your Goldmine

Millionaire Coach: Why Your Coaching Skills Are Your Goldmine

In today's coaching industry you cannot fake it as a coach. You need to be able to provide transformation to your clients quickly and deeply, which is easy to do once you know how. Early in my coaching business I discovered one core belief that brought me into seven...

CONNECT WITH KENDALL

Sacred Money Archetypes Quiz

Free Money Quiz

Discover Your Unique Money Personality & Get Instant Access to This New, 3-Part Money Training That Includes:

  • Fascinating, key insights about your specific money personality, and how you can start easily applying these to boost your business & income.
  • That sneaky ‘boundary shadow side’ to watch out for and practical tips on how you can create supportive boundaries that feel good for YOUR unique money archetype (TIPS Included).
  • 8 simple ways to make more money in your business today with Sacred Money Archetypes® (CHECKLIST Included).

INCLUDES DOWNLOADABLE WORKBOOK + 3-PART VIDEO MONEY TRAINING…ALL FREE

How To Create The Best Client Onboarding