Onboarding Your Clients

Depending upon your business, this may be one step or many. Eg. After receiving the initial contact email, a golf coach may 1) meet for a free 30 minute session where they conduct introductions, a needs assessment and a mini lesson. After having received the online estimate form, a moving company may 1) schedule a visit the location to assess and deliver a final quote 2) assign a dedicated specialist to your move 3) schedule a move planning meeting 4) show up on moving day.

This is where you stand out. If your process is Free! let’s tell people. If your process takes more time than the competition (which leads to a higher quality outcome or service), let’s them that too!