When a new client commits to working with you, how you onboard them is critical to how your engagement will go.
It sets the tone for everything to follow.
Once the deal is approved, your job is to sweep them off their feet and guide them swiftly into your process.
How you get signatures, gather information, send invoices, request payment, share documents and resources—it all has to feel like a well-oiled machine.
After all, buyer’s remorse is a real thing.
Clients are most acutely aware of the details (or lack thereof) right after committing to a big purchase like your consulting services.
And if you’re winging it or disorganized, they’ll immediately regret their decision. And rightfully so.
And that’s not how you want your new clients to feel—ever.
Your job is to show your clients you’ve done this before and they can relax. That they’re in good hands and can trust you to guide the way.
And the only way you can do that well is with a good onboarding process backed by a thorough delivery methodology.
If you get this part wrong, the rest of the engagement is on thin ice.
P.S. If you need help with your onboarding systems, join Mindshare Pro for only $100/mo.
You’ll get access to my entire suite of marketing advisory templates, workflows, and methodologies you can use right away, plus some additional live coaching calls, and more coming soon.