Onboard: Help your clients win on with AI


2 min read

Mastering Client Onboarding: A Blueprint for Business Growth

In this episode, we're diving deep into the art of client onboarding—a growth tactic that can make or break your business. You know how first impressions last, right? Well, that's precisely why this episode is crucial. I'll guide you through the dos and don'ts, share personal stories and even hand you a playbook for client onboarding success. Intrigued? You should be.

I've broken down the intricate art of onboarding into bite-sized wisdom for you. From the 'Captain's Log' principle, where you document the journey, to 'Setting Sail' with clear roles and responsibilities, and even 'Correcting Course' through client feedback and AI-generated insights, every step is crucial. And hey, we'll navigate through real-life case studies from PlantFix and Groove, where successful onboarding strategies led to triumph. Get ready to take your business voyage to the next level.

In this episode, you'll gain…
  • The golden principles that guide effective client onboarding

  • The most common pitfalls that can sabotage your client relationships

  • A step-by-step playbook, including key phrases to use for a memorable onboarding experience

In this episode, I talk about:
  • First Impressions Matter: Your onboarding process is like a first date with your client. Make it memorable for the right reasons.

  • Principles Over Tactics: Adopt a principle-based approach, not just a list of to-dos. It’s the philosophy that makes the difference.

  • Common Mistakes: I'll share some common pitfalls, including taking a one-size-fits-all approach. Ever tried wearing a shirt that doesn't fit? Exactly.

  • The Alternative Path: There are ways to avoid these pitfalls, and I'll hand you the compass to navigate around them.

  • Step-by-Step Guide: This isn't just theory; you'll get a concrete list of steps to follow. No more fumbling in the dark.

  • The Right Prompts: Keywords and phrases can make your onboarding process a game-changer. Words have power, don't they?

  • Systemization is Key: If you can't replicate it, you can't scale it. We talk about how to make your onboarding process a well-oiled machine.

  • Personal Stories: I've been there, done that, and I'll share my experiences so you can learn from them. Because who wants to learn things the hard way?

  • Value Over Price: Clients are not just paying for your product or service; they're investing in a relationship with you.

  • Take Action: Listening is great, but implementation is where the magic happens. Ready to make some moves?

All this and more, on this episode of Amplify Ai.

If this is the first episode you’ve listened to all the way to the end, or if you are a regular, thank you … I love that you are here. Check out our back catalogue on amplifyai.today, subscribe to the show and give me a rating; it helps us unite the AIGeeks like you.

If you are a business owner that wants to use AI to make business easy and wants to find others just like you in a group where we share tactics & ideas on what’s working (or not) for us when it comes to using AI in the best possible way… go to aigeeks.co/discord … it is free.

Stay tuned for the next episode because it’s a case study with Glen Carlson and Scoreapp.com: AI's 20-Minute Revolution! So, don’t forget to subscribe to the show to get that episode as soon it gets released. Until then, do what you love. Love what you do.

Available for listening on the following