Overwhelmed with Onboarding? Try This.

Serve Scale Soar®

Client onboarding is a crucial, yet time-consuming part of being a freelancer or running an ad management business. When multiple clients are coming in simultaneously, it can be overwhelming to handle all the moving pieces. Onboarding brings mixed emotions - the joy of a growing client base and revenue, but also the stress of managing multiple clients at once. This week, I’m presenting a game-changing approach that will revolutionize your onboarding process: the Staggered Onboarding Approach.
Topics Covered In This Episode:
1. Onboarding multiple clients at once can lead to overwhelm, even during successful months.

2. Staggered onboarding can be a game changer for managing client load and minimizing overwhelm.

3. By only onboarding one client per week, professionals can manage their workload effectively, while also establishing a sense of urgency around proposal and invoice submission which can help with client commitment.

4. Staggered onboarding not only reduces overwhelm but also presents the professional as organized and in demand.

5. Planning specific onboarding dates, considering personal schedules and availability is crucial as the goal is to achieve success with fewer hours worked, allowing for a fulfilling personal life.

6. Implementing staggered onboarding will enhance professionalism, resulting in a more successful business.

Find the full show notes at: https://brandimowles.com/222
Loved This Episode? Check Out More Here. ⬇️

CLICK HERE TO STEAL MY 3 PHASE ONBOARDING PROCESS TO GET MORE REFERRALS AND WOW YOUR CLIENTS

Additional Resources:
DM Brandi @brandimowles on Instagram “society” to learn more.

Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650

Follow Brandi on Instagram: https://www.instagram.com/brandimowles

Follow Brandi on Facebook: https://www.facebook.com/Brandiandcompany