Jordan Platten's Audio Experience This Exact Client Onboarding Process Made Me $500k in 30 Days
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Mar 18, 2025 Discover how to optimize client onboarding for ultimate success! Learn about automating 90% of the onboarding tasks to attract high-ticket clients seamlessly. Hear insights on call scheduling, form completion, and contract management that enhance the client experience. Plus, get tips on creating personalized dashboards to improve engagement and retention. This framework has the potential to significantly boost your revenue!
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The 3 C's of Onboarding
- Structure client onboarding for convenience, clarity, and confidence.
- Minimize friction, make next steps obvious, and instill client confidence in your ability to deliver results.
Book Onboarding Calls Immediately
- Always book the onboarding call during the sales call, not afterward.
- This ensures clarity and prevents prospects from getting distracted and losing momentum.
Send a Welcome Gift
- Send clients a welcome gift, like a hamper, to make a strong positive impression.
- This sets a positive tone for the relationship and differentiates you from competitors.