WHAT WE DO WHEN THE PROSPECT SAYS YES
Steve Gatter, CPDP
BUSINESS COACH TO CHARLOTTE FREELANCERS | What do you want your Freelance practice to be when it's grown up?
?This week’s poll question
?Question #9 of 11:? ?Which of these steps within the customer-client experience is most important?
·???? advertising & promotion
·???? the onboarding step
·???? the thank you
·???? other
My two cents . . .
I believe the onboarding step is the most important.
For starters, it is the first impression being made to the client. It is what we do when the client says, “Yes”.
?So many of us have been schooled and over-schooled about what to do when they say no, but are we truly clear and comfortable on what to do when they say, “yes”?
Further, if we are clear and comfortable with their saying yes, we make a good first professional impression, which will significantly help getting paid as we would like.
And there is an even bigger benefit.
If we are clear and comfortable with our onboarding process, we will execute the step smoothly and professionally. Like anything else, a good design that is well-rehearsed and practiced makes a powerful impression.
Empowering Dreamers to Become Doers by guiding startup and early operation owners in building sustainable, solid growth companies. | 30+ years of earned wisdom | 5x Founder 3x exits
10 个月Definitely agree with Steve. Having a solid onboarding plan is a critical, but oft missed component. Having a real, actionable process that you execute each time you sign a new client gives both you and the client comfort as it sets the next steps and lays the foundation of future expectations.
LegalShield Director
10 个月Hi Steve, I guide them through the on-boarding process for LegalShield. I reach out with case studies of how our law firms have protected their legal rights.