Are you losing clients before you even deliver your first result?
In this episode of The CEO Shift Show, host Carol Surbey breaks down how to transform your onboarding process into a high-converting, trust-building client experience from Day One.
💡 Inside this episode:
The 4-part onboarding system that increases retention
Real stories of what works—and what fails
Tools like Dubsado, Loom, and ClickUp to streamline onboarding
Mindset shifts to overcome resistance and scale smoothly
🎯 Your CEO Challenge: Audit your onboarding and upgrade just one piece this week to reduce churn and increase referrals.
🎁 Get the free onboarding toolkit here:
https://scalableceoacademy.com
📌 Like, share, and subscribe if you're building a systems-driven business that lasts.
