#91: Common Mistakes to Avoid with Customer and Client Onboarding

Working with Clients

In today’s video, I go over some common mistakes businesses make with onboarding and how you can avoid them.

Welcome to Systems Sunday as we wrap up our series on creating your onboarding process.

Today I’m going to go over some common mistakes businesses make with onboarding and how you can avoid them.

First, we have overpromising.

It’s important to emphasize the benefits that the client or customer gets from using your product, service, or program, but if you overpromise and they don’t get the results they expect, this will undermine all of your other efforts. If your product only offers 2-3 benefits per use, don’t promise it offers 8. In fact, it’s better to under-promise because then you can exceed expectations.

A good way to guard against this is to seek feedback from customers and use it. They will tell you exactly what benefits they receive from the product from each use.

Next is lack of response or slow response.

It doesn’t make much sense to give customers a variety of ways to reach you and encourage them to do so, and then to take forever to get back to them. Make sure that you and your sales team or your client care person is ready to deal with customer issues as soon as they happen. Make this your first priority, especially during the first month after the purchase. Establish a timeframe for resolution and turnaround.

Make sure that your help and support tools work and are up to date. Test them to make sure and make it a regular part of your routine to check occasionally.

 I’ve had clients who have had a “support” email and then down the road they delete it because they wanted something fun, like “hello@xyz.com” and totally forget they had another email and they stopped checking it. So, make sure to revisit that occasionally.

Next, is offering a generic experience.

It’s good to automate wherever possible, but too much automation and standardization can make the customer feel like they’re just a number. The more personalization and customization you can use, the better, even though it’s more labor-intensive. Your customer is a raving fan and future referral, so treat them as such. From the customer’s perspective, every experience should feel like it’s just for them.

Finally, we have difficulties in the first usage stages.

If it’s difficult to use your product or access your content in the initial phase, this could start your relationship with your customer off on the wrong foot. Make sure that, especially at the beginning, the process is smooth, easy, and flawless. Make it as easy as possible for your customer to use your product, login to your site, use your service, whatever it is, and consume it. They are going to be, like I said, raving fans and you want to make sure they are having a great experience with you.

Action Steps:

  1. Document how you will address customer service issues. How will you respond? And in what time frame?
  2. List 3 ways you can make the customer experience personal and not just automated.

       Great job this month!

       

       

       

      Did you enjoy this episode and want to put it into action? Grab this kit!

      Growth & Profit Plan: Client Intake and Onboarding

      $37.00

      Delighting your clients from the start means they’ll return and send referrals. Without a great intake system, you’ll end up recreating the wheel over and over again. #wasteoftimeandenergy

      With this Client Intake and Onboarding Growth & Profit Plan, I’ll show you how to painlessly weed out those who can’t afford you, won’t do the work, or just aren’t the right match – before they even sign up. No more wasted phone calls – high five!

      Here’s what you’ll discover in this lesson:

      • How to stop winging it when it comes to setting boundaries and what to do when clients push boundaries
      • A great system for a smooth client intake and setting up the client for success from the beginning that you can model
      • Action sheets for new client intakes and new client setup systems that you can use as a resource

      WHAT YOU GET

      The Client Intake & Onboarding Growth & Profit Plan includes:

      • Training video
      • Downloadable audio
      • Transcript
      • Slide deck
      • Sample workflow of a “New Client Setup” for products and services – your A-Z roadmap showing you “do this first, then do that”
      • Sample intake form for a coaching client
      • Sample intake form for a project client

      PLEASE NOTE: Once you purchase, you will receive an email with your login/password to gain lifetime online access to your Client Intake and Onboarding training.

      0 Comments

      Ready to get the most out of your viewing time?

      Pick a collection below to get actionable, momentum-building advice with what you need help with right now.

      WORKING WITH CLIENTS

      Setting rates, client boundaries, & onboarding systems

      MARKETING

      Social media, email marketing, automation, & funnels

      OFFICE OPERATIONS

      Processes, planning tools, outsourcing, & scaling systems

      Simple Systems for Virtual Assistants

      Grow, market, organize, and scale your business with FREE simple systems!

      With short actionable insights brought to you every week, Systems Sunday videos have earned its spot as *can’t miss* watching for thousands of results-driven virtual pros just like you.