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The Perfect Client Onboarding & Offboarding System with Pip Meecham

Business Processes Simplified Podcast

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Onboarding and Offboarding Processes - How Do You Start?

A lot of business owners are either very good on the tools doing the particular task, or maybe they're strong in sales and that initial client engagement. But as the business starts to grow, an er on the tools lots. Or maybe if they've shifted out and started focusing more heavily on sales,. It's almost like they start to self sabotage if they're not confident that they're going to be able too deliver a great experience for the customer. So this particular system would apply very well, although it could be for both product and service. This makes it really good sense. Andthat we actually do have a process. We just haven't never gone down path of properly identifying it and then

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