Onboarding is my area of geek, my Mastermind subject.
In this week’s episode I am sharing my best practice tips for creating a great onboarding process, why it’s so important, where your focus should be throughout and why you should be trying to remove yourself from it as much as possible.
This is episode three of a four-part mini series for the Assistant community, each episode is accompanied by a free downloadable resource.
Download your free onboarding checklist here
Listen to the rest of the series:
Inbox Zero
How to find clients
Resources mentioned:
My Expensive Business Mistake episode here
Takeaways
Why onboarding is so crucial to your business
What you should prioritise throughout the process
Personalisation and automation
Removing yourself from the process as a business owner
When to review your own process
Why offboarding is just as important
Chapters
00:30 Introduction to a topic I love
02:48 The importance of a thorough onboarding process
05:43 Creating a client-centric onboarding experience
08:10 continuous Improvement and team involvement
10:07 The significance of offboarding
Links:
Website: www.bumptobusinessowner.com
Instagram: https://www.instagram.com/bumptobusinessowner/
LinkedIn: https://www.linkedin.com/in/carolinepooley/
Music by AudioCoffee: https://www.audiocoffee.net/
