Map Out Your 1 to 1 Client Onboarding Process
A workshop for 1 to 1 service providers
30 minutes, pre-recorded | £45 (billed in US$) + tax
Ready to finally breathe a sigh of relief that your onboarding is sorted?
If your client onboarding process is disorganised, clunky or non-existent, there could be knock-on effects you can’t even see.
But instead of focusing on the negatives, here are all the ways a streamlined onboarding process can and will benefit your brain and your business:
You'll wow your clients from the beginning
This means no buyer’s remorse, and makes it more likely they’ll tell someone else about their brilliant experience with you.
You’ll save yourself and your clients time
Who doesn’t love saving time?
Your brain will be decluttered
You’ll feel clearer, more confident and less overwhelmed whenever you onboard a new client.
Your clients will be more engaged
This increases the chances they’ll stick around for longer or want repeat work in future. That’s always a win!
You’ll feel (even more) proud of your business
Don’t underestimate how much having this stuff sorted makes you feel more in control and proud of what you’ve built.
Ready to get started?
Just wanted to say you did an amazing job with the workshop – it was super clear, really well paced, and I’ve come out of it feeling so much more confident and focused around what I need MY client onboarding process to look like to make it work for me and my business.
Now, the tough questions…
Have you ever shied away from promoting your services because you don’t know what steps to take when a potential client says yes to working together?
Perhaps you’re ready for help onboarding your clients… but you’ve no idea where to start with making improvements.
Or maybe you already know the importance of a proper onboarding process and want to make sure you have everything covered.
Grab your pen and paper for this one – we’re going old school!
This pre-recorded workshop will help you to map out a personalised, streamlined onboarding process.
At the end, you’ll have a clear path to saving yourself time, money and energy.
And your clients will love it too.
“The workshop helped me to get clarity on ways to ensure the best experience for clients without making it a burden for me.”
The workshop content is 30 minutes, but you should set aside 45-60 minutes to give yourself time to pause between each section and create your own map as you watch.
Accessibility note: The video has closed captions and a transcription.
Attended Jo’s fab workshop focused on onboarding clients. I felt I was starting from scratch and had to do SO much. Jo’s workshop was clear, calm and reassured me for what I’m already doing, as well as sparking ideas for what I can (and will) do to build on that. Not just good news for me but FAB news for my clients.
“This workshop has given me so much perspective and a much cleaner way to approach mapping out onboarding as well as other workflows and automations!”
Something magical happens when you put pen to paper and map out your client workflows.
Here’s what we’re going to cover:
This workshop starts at the point someone expresses a serious interest in working with you. You’ll map out your process in a flow diagram, so you can immediately see how to streamline and improve it.
First… we’ll look at why having a good onboarding process is important.
Then… we’ll go through each stage step-by-step (pre-booking, booking and set-up) to map out your onboarding process.
Next… we’ll finalise your mapped out process by considering some scenarios you might encounter, so you’re as prepared as you can be for them.
You’ll finish up with clarity about your onboarding, which means you can:
decide on the best tech for your process
set up workflows
spot what you can automate
decide what you can outsource
spot bottlenecks and problems
improve accessibility
improve your client experience
and easily turn your process into task lists and checklists.
Jo really knows her stuff when it comes to client onboarding and streamlining systems. But where she really excels is that she provides clarity, wherever you are in your onboarding journey. In my case, I was able to get a top-down view but also zoom in and look at my current process in a more granular way.
This pre-recorded workshop is for you if:
– you’re an expert service-provider offering 1 to 1 services
– your clients book with you in advance
– you’re not confident in your current onboarding process, it feels long and manual, or it isn’t quite working for you.
“The workshop helped me to get clarity on ways to ensure the best experience for clients without making it a burden for me.”
Ready to simplify, streamline and breathe a sigh of relief?
Sign up now and let’s get into it.
I’m Jo Shock from Streamlines Virtual Support
I help 1 to 1 service providers to level up their client management.
I help to ease the mental load and get fit-for-purpose systems for your client onboarding, delivery and follow-up.
Whether onboarding new clients takes you forever…
Delivering for clients gets done but feels messy and overwhelming…
Or you never get around to following up with past clients…
I gently untangle the pain points in your client management and find the right solutions for you.
Some happy 1 to 1 clients
Jo found a new booking system for me that literally cut my admin time in half. It’s so simple to use, it’s really intuitive and it fits our needs perfectly.
Jo somehow managed to take the mass of PostIt notes stuck in the corners of my brain, and laid them all out in a nice, logical order. The sense of calm that descended was wonderful. I feel more confident now that I can take on multiple projects without losing my mind!
I knew the experience I wanted my customers to have, but I had no idea how to put it together… until Jo started asking me questions. She made it all seem so easy!