In this episode of The Unstoppable Real Estate Agents Podcast, we discuss one of the most critical yet overlooked parts of your business: client onboarding. A strong onboarding system does more than welcome new clients—it sets expectations, builds trust, and creates a foundation for long-term success.
We’ll explore how to turn leads into loyal clients through intentional systems, personalization, and consistent follow-up. You’ll learn why a solid CRM matters, what information you should collect up front, and how thoughtful touches keep past clients connected and referring.
We also discuss documenting your process, involving your team, and regularly reviewing your systems so nothing falls through the cracks as your business grows.
In This Episode, You’ll Learn:
If you’re ready to streamline your onboarding and create stronger client relationships, this episode will give you the structure and clarity to do it.
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🎧 Podcast Show Notes: https://www.kimhughes.com/podcast/how-to-build-a-winning-client-onboarding-system/
📕 Read the Blog: https://www.kimhughes.com/how-to-build-a-winning-client-onboarding-system/
📽️Watch the Video: https://youtu.be/2c-GwPjs_A4
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Additional Resources:
📩 FREE RESOURCE: Download my Complete Checklist – 72 To-Do’s to Dominate Success in Real Estate to supercharge your strategy! https://www.kimhughes.com/72-to-dos/
Visit my website for FREE Templates: https://www.kimhughes.com/resources/free-downloads/
Power Strategy Call – Best 30 minutes you will ever spend discussing the struggles in your business as we create solutions that will set you up for unbelievable success! Go to http://www.TalkwithKimHughes.com
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