How do you onboard new clients without giving away the whole service?
We just closed three clients on a productised retainer and I'm doing the onboarding calls myself. I keep over-delivering in week one because I'm nervous…
Improve onboarding, outcomes, retention, referrals and expansion.
Practical peer exchange around onboarding, framed around decisions, evidence, execution and learning.
Discuss onboarding, outcomes, relationships and retention.
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We just closed three clients on a productised retainer and I'm doing the onboarding calls myself. I keep over-delivering in week one because I'm nervous…
Most of my onboarding completion problem turned out not to be the onboarding. It was that I was asking for everything up front and calling it momentum. I want…
I've been tracking everything in my head for months and it finally cost me — I missed that my retainer clients were quietly eating my whole Tuesday. I want one…
I've got about 40 paying subscribers and I'm trying to figure out if my completion rate is normal or if I'm losing people in the first two issues. Half my…
This is for education business owners who have just hired their first facilitator or contractor and are realising the onboarding they used to do by instinct…
I send a monthly PDF to my members and open rates are dropping. I've been calling it a test and it's not working. Considering moving the whole thing into a…
I've been doing sponsored content and ads for two clients on a flat monthly fee, ten hours a week all in. They're happy, but the scope keeps creeping and I'm…
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…
I run a membership for voice teachers — about 60 paying members, £19 a month, mostly UK. Onboarding is currently a welcome email with a link to the resource…
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…