I had the honor of returning as a speaker at WordCamp Atlanta in May 2019. My session was:
Getting Clients to Sign on the Dotted Line
Consultations, estimates, proposals, contracts, oh my! If onboarding your clients is a struggle, this session is for you. I’ll share my super straightforward system and break everything down into actionable steps you can put in place to get clients to sign on the dotted line. If you’ve got a buttoned up client onboarding process, your clients will have confidence moving the project forward with you. It’s how you set the stage for a smooth and successful project (and keep yourself efficient, calm and sane). Get the slides here.
I spoke about about this “onboarding process” at WordCamp—and I also created the Client Onboarding Toolkit that shares my onboarding process. It’s a simple, hassle-free way to get people from prospect to paying client.
I created this product because clients always tell me how easy my “onboarding” process is—and colleagues often ask to model theirs after mine. It covers:
- Qualifying and Vetting Prospects
- Getting paid
- Having a strong kickoff call
But what the heck is it actually called?
I’m not sure if “Client Onboarding” is what people call this process. (Onboarding…Are we getting on a plane?!) Perhaps you call it:
- Client Intake (Are we being checked-in at the doctor’s office?)
- Closing the Deal
- From Contract to Kickoff
- From prospect to paying client
- After the Selling, Before the Working
- Navigating No Man’s Land
- Dotting Is, Crossing Ts, This is how you work with me!
Help?! Is it called “Client Onboarding”?
I created a poll and asked “What do you call ‘Client Onboarding’?” Here are the results:
“Client Onboarding” was the most popular! A big thanks to all who participated. How do you refer to “client onboarding”?