The Ultimate Client Onboarding Process | 5 Steps to Happier Clients

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The Ultimate Client Onboarding Process | 5 Steps to Happier Clients

Рет қаралды 12,823

Күн бұрын

Client onboarding isn't a sexy subject, but the rewards of setting up a client onboarding process is MORE than worth the effort. This video will walk you through all 5 steps of my Ultimate Client Onboarding Process so you can impress your clients from the very beginning of the project.
Get The Ultimate Client Onboarding Process PDF here ➡ 6figurecreativ...
Links:
Get the client agreement template ➡ 6figurecreativ...
Here's A Client Agreement Contract That Actually Looks Amazing ➡ • Here's A Client Agreem...
Good Fortune Media form ➡ goodfortune.me...
Easy Funnels ➡ easyfunnels.io/
6 Figure Creative Podcast ➡ 6figurecreativ...
0:00 Intro
0:47 My onboarding process
1:35 Getting the client agreement signed
2:37 The 7 must-have parts of any client agreement
4:50 Filtering out bad clients
6:10 What questions to ask on your onboarding form
8:50 Creating a client profile
11:20 The kickoff call
15:30 Follow up
17:44 Get the onboarding guide

Пікірлер: 42

@6FigureCreative 2 жыл бұрын

Which of these 5 steps are you missing in your own client onboarding process?

@edwardharrison28 Ай бұрын

This is what I've been looking for. Thanks Bro.

@BeFoundOnTheWeb 2 жыл бұрын

This is really cool the way you set this up as far as capturing email addresses and re-directing people to the resources that contain the solutions they are looking for. I love it, great job.

@mattsuserid 2 жыл бұрын

I have never sent a client agreement, but I will look at starting this beginning next year. Thanks for providing this video and the templates!

@Rocketlaunch-media 2 жыл бұрын

I will put this system in place by the end of this week!

@felipeortiz6762 2 жыл бұрын

I never send a client agreedmen when I going to work with a client, but is something I will definitly start doing from now on. Thanks for sharing!

@ummlili Жыл бұрын

I'm currently cleaning up and optimising my onboarding process and this was extremely insightful, thank you! Loved the tip about asking for referral at the beginning of the project.. I would never have thought of that myself.

@edwardharrison28 Ай бұрын

I always send the agreement contract before moving foward.

@erictimothyanderson7469 2 жыл бұрын

I am looking to expand my podcast production business. However I am looking to focus on indigenous (Native American) business owner & content creator. This video helpful so thank you.

@SteveVickAK 2 жыл бұрын

I actually start with a basic intake form prior to the agreement. This way I can weed out the bad fit clients before a contract is signed. Great in depth video. Thanks.

@capgroupceo7814 Жыл бұрын

Hey vick. Where can I get a form to do as you are.?

5 ай бұрын

YOU ARE AMAZING!!

@Marcdeleon 2 жыл бұрын

I am going to set this process up for the upcoming week. 🤙🏽 Thanks Brian for dropping on these free value bombs. Appreciate you man. But honestly, I feel like I need to buy you a coffee or something 😂

@6FigureCreative 2 жыл бұрын

Thanks for the kind words, Marc! I'd gladly meet up for a coffee if you're ever in the Nashville area or if I ever find myself in your neck of the woods.

@mohamedyehia7321 Жыл бұрын

perfect thank you much

@donserg503 2 жыл бұрын

These detailed videos are very helpful! The podcast has great insight, but these detailed videos really show you how to get it done! I’m downloading this onboarding guide tonight and getting to work!

@6FigureCreative 2 жыл бұрын

Glad to hear it, Don! The podcast has its strengths, but unfortunately, it's hard to walk people through things that require visuals simply because most of our people listen to the podcast vs watch it on here.

@aldocaballeroperezcastro8675 2 жыл бұрын

Will start this week. Got a cool client now

@6FigureCreative 2 жыл бұрын

Perfect! Let me know how this process works for you🤘🏻

@tylerdurden8807 Жыл бұрын

very helpful video. ty so much!

@freddbanda 4 ай бұрын

I do send agreement form

@ritenext2venice 2 жыл бұрын

Early comment: I won’t do anything before we have at least email agreements and invoices. I’ve been developing a better on boarding process as a priority right now because I’m starting to sell hard and I’m clumsily putting it all together in trello cards

@whiskyandsynths 2 жыл бұрын

Ha ha nope! I need this video, this is deffo right video right time!

@jdwalker0085 2 жыл бұрын

Better Proposals! It's the best

@6FigureCreative 2 жыл бұрын

I'm totally swooping in and creating "Best Proposals" to compete🤣

@sayajin8773 2 жыл бұрын

"Do you have any clones hahahaha....... Sorry about that.... "

@capgroupceo7814 Жыл бұрын

Where can I get a comment agreements forms?

@modusflow 2 жыл бұрын

We do. In a high class proposal/agreement they sign off on. We don’t do an official kick off call tho. I just email or call them and ask for what I need.

@6FigureCreative 2 жыл бұрын

I'm curious why you skip the onboarding call. What's the thought around that?

@modusflow 2 жыл бұрын

@@6FigureCreative well, initially I didn’t know it was thing. But I’m starting to do them now for all clients and projects. I did an unofficial email/text to ask for files and stuff. But I now see the benefit of a kick off call. Especially to do it face to face to catch any problems and to build their confidence in my services. Thank you!

@jgilbertsound 2 жыл бұрын

Hi I am a huge fan of your podcasts and content. Just wanted to let you know that all the 6figurecreative branded weblinks are coming up as "dangerous websites" from my virus software and won't let me join. Do you know what I can do to access the sites or why this message would be coming up? I would love to download the onboarding form and templates to dig deeper into this content.

@6FigureCreative 2 жыл бұрын

What software are you using? Can you confirm that the url in your browser has "https" in it and not just "http"?

@mohamedyehia7321 Жыл бұрын

I am just a bit perplexed about how the first step is the contract it seems to me more logical that the Contract will be made after the follow-up email. I think I will recap the call in a follow-up email and confirm to the client I will send him the contract in x work days & once it is signed, I will send him the deposit invoice. I think this is more logical because the contract can't be made without the data collected from the onboarding questionnaire and Kick-off call. If the contract is the first step, so, what's before it? How will I know the client's needs and project details which are necessary for the contract?

@6FigureCreative Жыл бұрын

Everyone's process is different, so do what works for you! If you offer a productized service, you don't need to send an onboarding questionnaire to know exactly what the scope of work is.

@ChefDare 2 жыл бұрын

I signed up for better proposals with your link but didnt get the template loaded into my account, is there anywhere else I can get it?

@6FigureCreative 2 жыл бұрын

Email their support and they can hook you up. Sometimes it doesn't work for some reason:(

@jahas9359 2 жыл бұрын

The Onboarding Pdf is not Receiving from your website.

@6FigureCreative 2 жыл бұрын

I would encourage you to check your "promotions" tab in Gmail, or your spam folder. It looks like the email was successfully sent to you on the 19th at 1:43pm CST.