Client Success

Improve onboarding, outcomes, retention, referrals and expansion.

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Practical peer exchange around onboarding, framed around decisions, evidence, execution and learning.

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Oisín WalshFitness Coach · retainer consulting · Ireland · Established Solo

6d ago

DiscussionOnboarding

Member onboarding — what actually works at low volume?

I run a small retainer setup for fitness clients and I'm onboarding people one at a time, mostly by hand. It works but I can't take on many more without it…

6 replies2 useful

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Mariana CostaCommunity Manager · sponsorship & ads · Brazil · Growing Team

7d ago

DiscussionOnboarding

Monthly group onboarding or self-paced path?

I currently do a live welcome call for every new member. With the team size we have, that doesn't scale. I tested an email sequence, but fewer people completed…

5 replies4 useful

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