onboarding

10 discussions tagged onboarding.

• 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 they'll churn, then the monthly value looks thin by comparison.…

  Client SuccessVerity Beckett02h ago

• Onboarding: getting clients to actually finish it

  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 to walk through what I changed, what is still leaking, and…

  Client SuccessJohanna Becker01d ago

• Poll: how do you report ops numbers to yourself each week?

  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 place I actually look at, not a dashboard I build and…

  Client SuccessSem Bakker03d ago

• Anyone track completion rates for a paid newsletter?

  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 onboarding is still manual so I don't trust the numbers yet.

  Client SuccessNomsa Khumalo04d ago

• Onboarding when you are not the one delivering

  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 now has to be written down. I am not going to give you a…

  Client SuccessTalia Tipene04d ago

• Quick poll: how do you report to members who don't open email?

  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 Slack channel or a Notion page, but I don't want to rebuild…

  Client SuccessAkosua Boateng04d ago

• Seán Murphy — should I charge ad retainer or commission?

  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 losing my evenings doing revisions nobody asked for. My…

  Client SuccessSeán Murphy04d ago

• 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 eating my week. Before I go changing things I want to know what…

  Client SuccessOisín Walsh66d ago

• How do you onboard members when it's just you and a spreadsheet

  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 vault, and then nothing. I know it's not working. Members who…

  Client SuccessQing Chua46d ago

• 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 their profile in the first week. My cash flow is tied to…

  Client SuccessMariana Costa56d ago