New Client Onboarding Process + FREE Checklist For Your Creative Agency
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- čas přidán 25. 07. 2024
- A strong start is everything in a NEW CLIENT ONBOARDING PROCESS - from what you do in your personal work, business work, and particularly client work. After working with, and working in so many of my client's businesses, it showed up over and over again just how important onboarding is.
It's the driving key to help your clients feel at ease, engaged and empowered to achieve success with you, no matter how long the roadmap looks like.
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FREE RESOURCES:
New Client Onboarding Onboarding Checklist:
www.looplinkinc.com/onboardin...
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Thanks for watching! Heard something useful? Let me know down below what you can implement in your onboarding process!
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Loved the flow sheet that you have for your onboarding process. Your organization and attention to detail are super impressive! Great vid! Thx!
First time watcher. Love your vibe and energy.
This is a super super good lesson. I'm working on my onboarding SOP and this was a joy to listen to. Thanks a ton for taking the time to make this content 🙌
Thank yu, Theresa! This is really helpfuul. I'm so happy I found your channel.
This is really helpful. I find that if the client has a pretty seamless 3-4 touches at the beginning of their journey, even if they're upset/frustrated by certain things, they're much happier moving forward, because they felt like they were taken care of at the beginning.
Was looking for a reliable Onboarding Process this was the best I've seen so far. Thank you so much. Will definitely buy the wow your client ☺️
Thanks for this wonderful Information .. I was looking for this sort of information from long time.. very helpful. Thanks again.
Omg. You make getting organized look fun and so easy! I love the structure you create. Thanks for the awesome lesson. 👏🏽🔥💥👏🏽🔥💥
Thanks for the positive feedback as usual!
For a beginner looking to land a job that involves on-boarding a client, this video was super useful. Thanks
That’s a great system and looks very organized. Love a great system like that to keep you consistent. Great video
Thanks for watching! Give the Onboarding checklist a download if you would like.
It makes such a massive difference in the client experience when you have a well thought out client on-boarding process vs a rubbish one. I've experienced both as a client and it's definitely something I want to continue to improve for my own clients.
Yes! We want to retain clients and build our reputation!
Amazing video, thanks for sharing such a useful info
wonderful, so much of experience in video, Thank you so much.
Just stumbled across your video and within 20 seconds already love your vibe.
Instant SUB!
Thanks for sharing!
Ha!
I also just hopped on your email list. Grabbed the checklist, the free resource library and signed up for your free masterclass.
you are amazing Theresa
I love this! As an HR professional for many years I would try to drill this to the executive time. You did an excellent job of explaining.
Thanks for watching! Give the Onboarding checklist a download if you would like.
Amazing video . Thank you so much.
Great visuals which help in following along. Super advice!
Thanks for watching!
Wow!! so many things to learn here. Thanks a lot for sharing.
Thanks for watching! Give the Onboarding checklist a download if you would like.
Great video! I'm definitely going to come back to this one in the future!!
Thanks for watching!
Thanks Theresa. Great video. I noticed that there is no link to the Checklist and sop bundle below
that's a lot of useful information. Great video Theresa.
Thanks for watching!
Hi Theresa. Great video. There is no onboarding checklist in the description
Subscribed !!! Thank you for this. May I suggest you highlight what SOP means in the captions?
Just amazing
Hello, Theresa! Just discovered your channel via this video. Great content and informative! Thank you!
- Jared
Hi Theresa! I love the video its super informative and so simple to understand!
I'm wondering if you're still giving out the resources? I clicked on the link but I didn't receive the 2 free resources? Wondering if those are still active?
Thanks a lot! :)
Would love to have those well-planned templates already!!! Haha
Seriously amazing video! Icing on the cake tho would be simply looking at the camera.. that’s like the elephant in the room, or in the video in this case.. also I had to say this.. your scripting is really good! Like for real I’m amazed at the video quality just remember.. lock your eyes on the camera lens and it goes from a good vid to a great vid 👌
You explained this topic really well!
Thanks for watching! Give the Onboarding checklist a download if you would like.
I’m a newly licensed realtor and am finding this so useful in providing structure that I need to establish credibility
How has your experience been?
Great information, Theresa.
Thanks for watching!
Great video! Thank you so much for this content. I just downloaded your free resources and joined your FB group! I would love to connect with you! 😍
Hi Theresa, - what platform are you working with here? - Thanks.
Is that samepage you are using in this video?
Suggestion: The light on your face is too much. You could reduce it a little. (Nice content by the way)
Video starts at 6:37
Your information was great but, I find you distracted, Looking away from the camera just talk straight to the camera or use a teleprompter or else its absolute great video