In this episode of Referrals Done Right, Scott dives into a part of the process that most people either overlook or completely skip—new customer onboarding. We spend so much time focused on marketing, prospecting, and closing the deal, but what happens immediately after someone says yes might be the biggest missed opportunity in business. This episode breaks down why those first few minutes with a new client can set the tone for everything that follows.
Scott walks through what a simple, repeatable onboarding process should look like and why it needs to be non-negotiable. From confirming details and setting expectations to gathering key personal insights, it’s all about creating a better experience and positioning yourself as a true professional. But it doesn’t stop there. He explains why this is also the perfect moment to ask for feedback and, more importantly, ask for introductions while trust is at its highest.
If you’re doing the work to earn new business but not maximizing what happens next, this episode is a game changer. It’s practical, actionable, and a reminder that the little things—done consistently—can completely transform your results.
In this episode, we talk about:
• Why new customer onboarding is one of the most overlooked opportunities in business
• What a simple 5–10 minute onboarding process should include
• How to gather meaningful feedback while the experience is still fresh
• When and how to ask for introductions the right way
• Turning every new customer into multiple new opportunities
This one is short, sharp, and something you can implement immediately to level up your process.
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Scott Grates' Links:
Referrals Done Right - https://www.referralsdoneright.org
Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
Scott Grates Website - https://www.scottgrates.com
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Scott's FB - https://www.facebook.com/scott.grates.1
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TikTok - https://www.tiktok.com/@scott.grates
