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Easy Steps to Fix Your Client Onboarding Today | Ep.16
Manage episode 490783440 series 3617365
תוכן מסופק על ידי Kenniqua Lewter - Client Experience Systems Strategist. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Kenniqua Lewter - Client Experience Systems Strategist או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Feeling like your client process is all over the place? You're not alone. If you manually manage every step, juggle leads in your DMs, or constantly drop the ball during onboarding, this episode is for you.
I’m sharing what needs to happen before you plug into a CRM, so your systems support you (instead of creating more chaos). I’ll walk you through real-life examples of how my clients moved from burnout to business flow, and how you can start setting that foundation too.
Whether you’re stuck, overwhelmed, or just not sure where to start, I’ve got you.
This isn't a how-to; it’s a mindset and strategy shift to help you see what’s possible when your business is built with systems in mind.
🌿Prefer to watch the video? Check it out HERE on YouTube.
K & D Jones Client Services LLC
🌿Work With Me: www.yoursystemspro.com
🌿Watch the video on YouTube @kenniqualewter
🌿Let's keep the conversation going. Feel free to send me DM on Instagram @kenniqua.lewter
🌿Follow me on YouTube, @KenniquaLewter
Book a Free 20-Minute Clarity Call and I’ll help you identify the #1 system or tech gap holding you back and what to do next. Go to YourSystemsPro.com/Clarity
Thanks for listening! Don't forget to subscribe and leave us a review if you enjoyed this episode.
פרקים
1. Introduction to Client Onboarding Systems (00:00:00)
2. Mapping Out the Client Journey (00:01:15)
3. Creating Templates and Automating Processes (00:05:13)
4. The Benefits of Streamlining Your Business (00:09:52)
5. Enhancing Client Experience Through Systems (00:14:17)
6. What is blocking you from streamlining your business? (00:17:43)
25 פרקים
שתפו
