The gap between when a new client gives you the money and when the meaningful work starts, is when the new client relationship is made or broken.
Showing up to your new client kickoff call without a plan puts you at risk of starting the relationship off on the wrong foot.
This can lead to refunds.
Projects taking longer than they need to.
Clients that yell at you... (ouch)
So, if your new client onboarding experience is cobbled together at best — you need to install this campaign.
It will help you create better clients.
Ones that follow instructions and allow you to do your best work as efficiently as possible.
Report back once you apply this to your business.
You're welcome. 😉
Transcript / MP3
If you've ever signed on a new client and they showed up to your first call, your kickoff call and it was massively inefficient and they were not prepared. And you kind of needed to just have the call again and or worse, a couple calls before the real work could actually get started. Then this video is for you. ...
Welcome back guys, Greg here with all firstname.lastname@example.org. And in this video, I want to share a snippet from a free training that I just recently did breaking down the systems behind a seven figure consulting business. And in this video specifically, I want to share the campaign or the process that you can install today so that you can have a better new client onboarding experience and the difference between this campaign and what a lot of other videos that you'll watch about onboarding new clients is this all happens before the kickoff call ever even takes place before any meaningful work starts. This is the campaign that you need to install and the process that you need to follow. And if you do this, you will actually have better clients and you will teach them to be great clients. So if you want the full training, um, where I break down all of the other systems, be sure to visit the link in the description below and request access to our free Facebook group, because we actually do trainings like this each and every week.
Um, but if you want to hear about the other systems beyond onboarding, then after you watched this video, click that link and go check it out. But first let's improve our onboarding because that will definitely get you time back in your fulfillment process so that you can spend more time making money and getting new clients. So let's just jump over to that training and I'll see you there. What I find with a lot of service providers is that they collect the money and their onboarding process is a disaster. Um, people show up to a kickoff, call the process, the new client isn't ready, the gap between when they give you the money. And when you show up for the kickoff call is one of the critical points of when a new client starts with you, because if there's back and forth on scheduling, um, if, and then they show up to that call and they're not prepared often you need a second kickoff call because no one knew what they needed. They didn't show up ready. It is on you to design and choreograph an experience that has your new client showing up, ready, not showing up to get ready. If that makes sense, We call this the ready client experience.
That's what we call this. We call this the ready client experience. Uh, Jamie says I'm stuck at capacity for delivery at the 40 K. I can't actually take more leads than you are definitely in the right place. Um, if we haven't spoken yet, we definitely should. So ready client experience can back to looking at this map where we're operating right now in here. Uh, so this back here is this is that transaction. They just gave us the money. We want to have a series of emails that go out to our new client, preparing them for our kickoff call, giving them homework so that they can show up to the kickoff call. Ready. The homework could be, it depends on really depends on your service and your offer, whether you're selling training, whether you're selling a course, whether you're selling consulting, whether you're selling done for you services, this all applies.
This, these instructions could be, you know, fill this form out, watch these videos, you know, have this stuff ready for when we chat, um, which could link over to here, which maybe you have a few videos that they need to watch to prepare. What you are doing here is a few things. We're setting expectations, how we work, how we don't work, what they can expect, how to be successful. Um, and we're getting them to get into momentum. Uh, and that could be any sort of homework. Um, asset gathering, filling out, you know, uh, gathering, uh, that's asset gathering, filling out a form, all the things that you need to get going, that they don't need to have a call. Like these are things that shouldn't be happening on the call. These are the things that should be happening before the call. And that can happen without you.
You can, when you do this correctly, teach clients to be great clients. That's why this is critical. Then you have your kickoff call. Okay? So they're showing up to this call ready versus getting ready, onboarding a choreographed experience, teaching your client how to be successful, working with you and getting them into momentum. Okay? Having them actually start doing some of the work, even if you do done for you services. This is a great option. A great thing to add so that they're starting to do some of the work with you instead of just, Hey, you figure all this stuff out, okay. This is a great way to start training clients. You can call it a mini course. You can call it a mini training. It could be one video. It could be three videos. You might have to take them through a series of things that make them ready for the work to begin, but this is everything that needs to happen for them to be prepared, to get to work. Hey, so if you enjoyed that video and you want to learn about the other systems behind the seven figure consulting business, go ahead and visit the link in the description below and head on over to our free Facebook group, where just recently I broke down this training, uh, going through the entire systems behind a seven figure consulting business, and you'll understand the simplicity that you should be aiming to achieve. In addition, inside that group every week, we hold live free training as well. So we'd love to see you over there. If you're a digital digital agency owner or a creative agency owner and or service provider, then visit that link. We'll see over there and we'll catch it in the next video.