Have an onboarding process that is complete and covers the structure, organization, topics, priorities, rules, roles and responsibilities and the KPIs to be used for the coaching.

Seven steps which I used to follow to onboard any client virtually is 1. Prepare Thoroughly Before the Meeting 2. Create a Strong First Impression 3. Set Clear Expectations 4. Personalize the Experience 5. Communicate Proactively & Listen Actively 6. Demonstrate Quick Wins 7. Follow Up & Stay Accessible

Onboarding a client should be smooth process with set of checklisted and some sort of hand holding. Building trust is a long term thing. Trust is build when any issue is solved proactively, right guidance to navigate the system, and transparency.

"Building trust virtually starts with intentional connection and clarity. I make sure to set the tone early by being warm, present, and engaged. A personalized welcome message or video helps create an immediate connection. In our first session, I focus on active listening, aligning expectations, and demonstrating value quickly. Transparency is key—clear communication, follow-through, and small wins build credibility. I also keep engagement high through regular check-ins, quick response times, and tailored insights. Trust isn’t about proximity—it’s about consistency and reliability.

It starts with clear communication and an authentic, professional approach. By authentic, I mean not presenting yourself like a "cookie cutter" persona. Build trust by setting clear expectations, actively listening, and being transparent about your process. Providing value early on is big and maintain consistent communication. I believe a strong first impression and genuine support lay the foundation for lasting trust.