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I AM AN ENTREPRENEUR, LAWYER, AUTHOR & PODCAST HOST. I LOVE TO SHARE MY BUSINESS SECRETS IN THE SBL!
This week, we will be diving into the Client Onboarding Process and talking about how to successfully nurture your new client’s through the first stages of your service. There is nothing worse than successfully retaining a new client, for the relationship to start off rocky or for them to leave your business in the early stages.
I recently had an experience whereas a customer, I was excited to invest in a top-tier package from a reputable brand. I was enticed by their convincing sales pitche, and as soon as I paid for the service & signed the documents, the incredible service stopped. As if the business were thinking “okay great, we have her now & our job is done.” I was left feeling like I had wasted my money and that I had been forgotten.
What happened next… you will have to listen to the podcast for the full story.
This is a common mistake that is often made in business.
In this week’s podcast, we discuss why it is so important to have an onboarding process that works for every client so that you can build a business full of raving fans.
So, what is the process for a successful client onboarding experience?
If you have a team, you need to ensure that everyone is on the same page regarding onboarding. In addition, your team will need to be aware of precisely what will happen to the client and who will do what. In my law firm, Collective Family Law, our process is systemised so that we always welcome every new client’s in a smooth transition from lead to client.
If you create trust in the relationship between your business and the client, you will be off on the right foot, leaving your new client feeling confident that they have chosen the perfect law firm for them. You will set the tone for an ongoing, positive ongoing relationship where your client’s expectations of your law firm are set. This will save you from putting out future fires and increase referrals to your firm and help you gain positive reviews.
Even if you are a solopreneur, it is important that you have processes in place for every aspect because as your team grows, you can have over your process.
For the full details, listen to the episode on the podcast.
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