Ep #70: How to Perfect Your Client Onboarding Process

Onboarding new coaching clients can make all the difference in your success as a coach. Effective onboarding is far more than a nice-to-have—it’s a powerful tool for building lasting client relationships from the very start.   A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals. How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word?   Tune in this week to learn a simple, powerful onboarding system that will save you time, help you impress new clients and reassure them they made a great decision to coach with you. Plus, I’m pulling back the curtain on my own client onboarding process, and, you’ll walk away with a practical checklist you can implement now in your coaching business.   What You'll Discover:   Common mistakes coaches make when they haven’t designed their onboarding process ahead of time.   The mindset you need to foster genuine connection during the onboarding experience.   My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you.   3 key strategies to kickstart a seamless and impactful onboarding process with your new clients.   The 8 essential components of my own client onboarding sequence.   A handy checklist to guide you in creating your own standout onboarding process.   ~~~   For full show notes, transcript, and to join me for The Coaching Edge FREE workshop, click here: www.themoneycoachschoolpodcast.com/70

Om Podcasten

The Money Coach School Podcast is your go-to resource for shifting your self-concept about money, and becoming certified as a money coach so you can create impact, empower, and inspire other women entrepreneurs. You’ll hear directly from money feminist and award-winning coach, Kendall SummerHawk, as she gives you the training and inspiration you need to become skilled, confident, and even fearless at money coaching. If you’re passionate about women holding genuine money power and love supporting women entrepreneurs, learn more at https://kendallsummerhawk.com/. This show is for you if you find yourself asking questions like: *How can I create a better relationship with money? *How do I become a money coach? *What coaching questions do I ask as a money coach? *How much money can I make as a money coach? *What do I need to know to money coach women entrepreneurs? *How do I empower women entrepreneurs as a money coach? *How can I coach on money stories and the emotional aspects of money?