New Client Onboarding Process + FREE Checklist For Your Creative Agency
Тәжірибелік нұсқаулар және стиль
A strong start is everything in a NEW CLIENT ONBOARDING PROCESS - from what you do in your personal work, business work, and particularly client work. After working with, and working in so many of my client's businesses, it showed up over and over again just how important onboarding is.
It's the driving key to help your clients feel at ease, engaged and empowered to achieve success with you, no matter how long the roadmap looks like.
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FREE RESOURCES:
New Client Onboarding Onboarding Checklist:
www.looplinkinc.com/onboardin...
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Пікірлер: 54
Thanks for watching! Heard something useful? Let me know down below what you can implement in your onboarding process!
@cathywhite2809
3 жыл бұрын
8u8u
@cathywhite2809
3 жыл бұрын
8u8u
First time watcher. Love your vibe and energy.
Loved the flow sheet that you have for your onboarding process. Your organization and attention to detail are super impressive! Great vid! Thx!
This is a super super good lesson. I'm working on my onboarding SOP and this was a joy to listen to. Thanks a ton for taking the time to make this content 🙌
This is really helpful. I find that if the client has a pretty seamless 3-4 touches at the beginning of their journey, even if they're upset/frustrated by certain things, they're much happier moving forward, because they felt like they were taken care of at the beginning.
Was looking for a reliable Onboarding Process this was the best I've seen so far. Thank you so much. Will definitely buy the wow your client ☺️
Thank yu, Theresa! This is really helpfuul. I'm so happy I found your channel.
It makes such a massive difference in the client experience when you have a well thought out client on-boarding process vs a rubbish one. I've experienced both as a client and it's definitely something I want to continue to improve for my own clients.
@TheresaTruong
4 жыл бұрын
Yes! We want to retain clients and build our reputation!
Omg. You make getting organized look fun and so easy! I love the structure you create. Thanks for the awesome lesson. 👏🏽🔥💥👏🏽🔥💥
@TheresaTruong
4 жыл бұрын
Thanks for the positive feedback as usual!
Just stumbled across your video and within 20 seconds already love your vibe. Instant SUB! Thanks for sharing!
@hockinghillsalive3624
3 жыл бұрын
Ha! I also just hopped on your email list. Grabbed the checklist, the free resource library and signed up for your free masterclass.
Thanks for this wonderful Information .. I was looking for this sort of information from long time.. very helpful. Thanks again.
For a beginner looking to land a job that involves on-boarding a client, this video was super useful. Thanks
That’s a great system and looks very organized. Love a great system like that to keep you consistent. Great video
@TheresaTruong
4 жыл бұрын
Thanks for watching! Give the Onboarding checklist a download if you would like.
wonderful, so much of experience in video, Thank you so much.
Great visuals which help in following along. Super advice!
@TheresaTruong
4 жыл бұрын
Thanks for watching!
Amazing video, thanks for sharing such a useful info
I love this! As an HR professional for many years I would try to drill this to the executive time. You did an excellent job of explaining.
@TheresaTruong
4 жыл бұрын
Thanks for watching! Give the Onboarding checklist a download if you would like.
Amazing video . Thank you so much.
Wow!! so many things to learn here. Thanks a lot for sharing.
@TheresaTruong
4 жыл бұрын
Thanks for watching! Give the Onboarding checklist a download if you would like.
Great video! I'm definitely going to come back to this one in the future!!
@TheresaTruong
4 жыл бұрын
Thanks for watching!
you are amazing Theresa
that's a lot of useful information. Great video Theresa.
@TheresaTruong
4 жыл бұрын
Thanks for watching!
Thanks Theresa. Great video. I noticed that there is no link to the Checklist and sop bundle below
Hi Theresa. Great video. There is no onboarding checklist in the description
You explained this topic really well!
@TheresaTruong
4 жыл бұрын
Thanks for watching! Give the Onboarding checklist a download if you would like.
Just amazing
I’m a newly licensed realtor and am finding this so useful in providing structure that I need to establish credibility
@poisedrealtypartners7844
3 жыл бұрын
How has your experience been?
Great information, Theresa.
@TheresaTruong
4 жыл бұрын
Thanks for watching!
Hello, Theresa! Just discovered your channel via this video. Great content and informative! Thank you! - Jared
Hi Theresa! I love the video its super informative and so simple to understand! I'm wondering if you're still giving out the resources? I clicked on the link but I didn't receive the 2 free resources? Wondering if those are still active? Thanks a lot! :)
Subscribed !!! Thank you for this. May I suggest you highlight what SOP means in the captions?
Would love to have those well-planned templates already!!! Haha
Seriously amazing video! Icing on the cake tho would be simply looking at the camera.. that’s like the elephant in the room, or in the video in this case.. also I had to say this.. your scripting is really good! Like for real I’m amazed at the video quality just remember.. lock your eyes on the camera lens and it goes from a good vid to a great vid 👌
Great video! Thank you so much for this content. I just downloaded your free resources and joined your FB group! I would love to connect with you! 😍
Is that samepage you are using in this video?
Hi Theresa, - what platform are you working with here? - Thanks.
Video starts at 6:37
Suggestion: The light on your face is too much. You could reduce it a little. (Nice content by the way)
Your information was great but, I find you distracted, Looking away from the camera just talk straight to the camera or use a teleprompter or else its absolute great video