Your Client Onboarding Process [Episode 174]
What You'll Learn In Today's Episode:
- Why you should create a system that is repeatable instead of a unique one for each of your clients.
- The importance of creating a process for when clients call your office.
- That anytime you create a process, you need to think about the practice goal whether the process is helping you to get there
- To make sure that your team focuses on what they’re good at.
- To explain to clients how you communicate with other professionals
- Empowering your team to help when a client reaches out
- The difference between first place and second place.
Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you created a process for your new and existing clients – from empowering your team to assist and setting standards for the ‘right’ way to answer a client call, to constantly setting expectations with your clients on what it is that you’re doing for them?
Listen in as Matthew and Micah share why having processes in place when bringing in a new client allows you and your team to truly provide the most value to your clients. They also share why you need to remember that everything you do is fresh and new to a client and how little things can add up to make a big difference.
Ideas Worth Sharing:
You are working with your client’s entire life savings, this isn’t a trivial matter. - Micah Shilanski Share on X Make sure you’re listening to someone who has the practice that you want. - Matthew Jarvis Share on X Every decision you’re making needs to support the end goal. - Micah Shilanski Share on XRecommended Podcast
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