{"id":588,"date":"2014-05-07T00:10:16","date_gmt":"2014-05-07T05:10:16","guid":{"rendered":"http:\/\/bizwomenrock.com\/?p=588"},"modified":"2017-05-21T21:53:31","modified_gmt":"2017-05-22T02:53:31","slug":"setting-clients-success-art-boarding","status":"publish","type":"post","link":"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/","title":{"rendered":"Setting Your Clients Up For Success: The Art of On Boarding"},"content":{"rendered":"<p>What do you do for your clients just after the financial transaction has been exchanged?\u00a0 The obvious answer is that you fulfill your end of the business agreement.<\/p>\n<p>&nbsp;<\/p>\n<p>But what are you doing to prepare your brand new client for their experience with you?\u00a0 And what are you doing to ensure they know what\u2019s going on every step of the way of your relationship?<\/p>\n<p>&nbsp;<\/p>\n<h2><span style=\"color: #ff6600;\">And, most powerfully, what are you doing to ensure they will be a loyal customer for life?<\/span><\/h2>\n<p>&nbsp;<\/p>\n<p>Recently, I had the pleasure of giving new members of the Tampa Bay Business Owners the official tour \u2013 what the community is all about, the array of resources available, how to access everything they need.\u00a0 We call this <b>Quick Start program<\/b> and it\u2019s one of the most powerful elements of our entire community because gives our members knowledge and the beautiful gift of understanding so they can properly leverage what they need when they need it.<\/p>\n<p>&nbsp;<\/p>\n<p>In the online world, <b>Chris Brogan, <\/b>writer and entrepreneur, is a great example of this. The moment you opt into his website, you are the lucky recipient of a welcome email the likes of which I have never experienced before.\u00a0 A personal email (yes, it\u2019s an auto responder, but it feels deeply personal) that kindly walked me through everything I\u2019m about to experience, now that I\u2019m a part of his tribe &#8211; when he\u2019s going to send emails, when he\u2019s going to recommend and sell products or services he believes in, what he\u2019s going to share, etc.<\/p>\n<p>&nbsp;<\/p>\n<p>When you give your clients all the information they need to know about how to leverage you and your products and services, they will feel empowered and grateful!<\/p>\n<p>&nbsp;<\/p>\n<h2><span style=\"color: #ff6600;\"><b>There are a few elements that need to be part of an effective on boarding process:<\/b><\/span><\/h2>\n<h2><\/h2>\n<p><b>1.\u00a0\u00a0\u00a0 <\/b><b>An effective method of communication.<\/b>\u00a0 How are you going to communicate with your customer regularly? Email? Phone call? An in-person meeting? A small group meeting? Identify the most effective way to communicate with your client and execute!<\/p>\n<p>&nbsp;<\/p>\n<p><b>2.\u00a0\u00a0\u00a0 <\/b><b>A show-stopping welcome.<\/b> Your first impression is the most important. And I mean the first impression your client has of you as the deliverer of the goods\/services they\u2019ve just purchased from you. Knock their socks off and make them even <i>more<\/i> excited to do business with you than they were when they pulled out their credit card!<\/p>\n<p>&nbsp;<\/p>\n<p><b>\u00a0<\/b><b>3.\u00a0\u00a0\u00a0 <\/b><b>An easy access system.\u00a0 <\/b>Make doing business with you easy. Give them all the tools they need to be your most favorite customer.<\/p>\n<p>&nbsp;<\/p>\n<p><b>\u00a0<\/b><b>4.\u00a0\u00a0\u00a0 <\/b><b>A regular touch schedule.<\/b> This is vital and one that is often overlooked! Your relationship with your clients really <i>just begins<\/i> it\u2019s most powerful phase <i>after<\/i> they invest in your products\/services. Make sure you\u2019re reaching out to them on a regular basis and reminding them that you know who they are, what they like and that you\u2019re accessible to them (and reminding them of other products and services you offer every once in a while is great too!).<\/p>\n<p>On boarding your clients successfully has huge economic benefits. The cost of acquiring a new client is much greater than the cost of maintaining business with current clients. And, the result of properly on boarding your clients often means that your clients will rave about you, because of your constant care\u2026which means, more word of mouth business\u2026awesome!<\/p>\n<p>&nbsp;<\/p>\n<p>And, of course, even more than the financial benefits are the joys you get ensuring that your clients optimize their experience with you!<\/p>\n<p>&nbsp;<\/p>\n<p>And then\u2026you have <i>raving fans!!!<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What do you do for your clients just after the financial transaction has been exchanged?\u00a0 The obvious answer is that you fulfill your end of the business agreement. &nbsp; But what are you doing to prepare your brand new client for their experience with you?\u00a0 And what are you doing to ensure they know what\u2019s [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[1129],"tags":[290,292,291,289],"class_list":["post-588","post","type-post","status-publish","format-standard","hentry","category-blog","tag-clients","tag-customer-service","tag-new-customers","tag-on-boarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting Your Clients Up For Success: The Art of On Boarding - Biz Women Rock!<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Your Clients Up For Success: The Art of On Boarding - Biz Women Rock!\" \/>\n<meta property=\"og:description\" content=\"What do you do for your clients just after the financial transaction has been exchanged?\u00a0 The obvious answer is that you fulfill your end of the business agreement. &nbsp; But what are you doing to prepare your brand new client for their experience with you?\u00a0 And what are you doing to ensure they know what\u2019s [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/\" \/>\n<meta property=\"og:site_name\" content=\"Biz Women Rock!\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-07T05:10:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-22T02:53:31+00:00\" \/>\n<meta name=\"author\" content=\"Katie Krimitsos\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Katie Krimitsos\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/\",\"url\":\"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/\",\"name\":\"Setting Your Clients Up For Success: The Art of On Boarding - Biz Women Rock!\",\"isPartOf\":{\"@id\":\"http:\/\/bizwomenrock.com\/beta\/#website\"},\"datePublished\":\"2014-05-07T05:10:16+00:00\",\"dateModified\":\"2017-05-22T02:53:31+00:00\",\"author\":{\"@id\":\"http:\/\/bizwomenrock.com\/beta\/#\/schema\/person\/6722c978698b3cbf05df315a70908de5\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/bizwomenrock.com\/beta\/#website\",\"url\":\"http:\/\/bizwomenrock.com\/beta\/\",\"name\":\"Biz Women Rock!\",\"description\":\"Inspiring Interviews With The World&#039;s Most Incredible Business Women\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/bizwomenrock.com\/beta\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"http:\/\/bizwomenrock.com\/beta\/#\/schema\/person\/6722c978698b3cbf05df315a70908de5\",\"name\":\"Katie Krimitsos\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"http:\/\/bizwomenrock.com\/beta\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/87e983f91bd300b5572a2f6035b7580329bbd8c73506496f6be300a26cf12b00?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/87e983f91bd300b5572a2f6035b7580329bbd8c73506496f6be300a26cf12b00?s=96&d=mm&r=g\",\"caption\":\"Katie Krimitsos\"},\"url\":\"http:\/\/bizwomenrock.com\/beta\/author\/katie\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Setting Your Clients Up For Success: The Art of On Boarding - Biz Women Rock!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"http:\/\/bizwomenrock.com\/beta\/setting-clients-success-art-boarding\/","og_locale":"en_US","og_type":"article","og_title":"Setting Your Clients Up For Success: The Art of On Boarding - Biz Women Rock!","og_description":"What do you do for your clients just after the financial transaction has been exchanged?\u00a0 The obvious answer is that you fulfill your end of the business agreement. &nbsp; 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