Miniseries Part 3: Gold standard onboarding process
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Onboarding is my area of geek, my Mastermind subject.
In this week's episode I am sharing my best practice tips for creating a great onboarding process, why it's so important, where your focus should be throughout and why you should be trying to remove yourself from it as much as possible.
This is episode three of a four-part mini series for the Assistant community, each episode is accompanied by a free downloadable resource.
Download your free onboarding checklist here
Listen to the rest of the series:
Inbox Zero How to find clients
Resources mentioned:
My Expensive Business Mistake episode here
Takeaways
-
Why onboarding is so crucial to your business
-
What you should prioritise throughout the process
-
Personalisation and automation
-
Removing yourself from the process as a business owner
-
When to review your own process
-
Why offboarding is just as important
Chapters
00:30 Introduction to a topic I love 02:48 The importance of a thorough onboarding process 05:43 Creating a client-centric onboarding experience 08:10 continuous Improvement and team involvement 10:07 The significance of offboarding
Links:
Website: www.bumptobusinessowner.com Instagram: https://www.instagram.com/bumptobusinessowner/ LinkedIn: https://www.linkedin.com/in/carolinepooley/
Music by AudioCoffee: https://www.audiocoffee.net/