Show Notes

  • On-Boarding plays a big role in clients’ success
  • Optimizing it has usually been reactive
  • Make sure both sides’ expectations are up front
  • Introduce community early in the relationship
  • Trainings about foundational items are necessity
  • Mindset is key to getting people on the road to success
  • You must set people up to succeed from day one
  • Narrow your focus from “could” to “should”
  • Know that clients are often coming to you at a deficit
  • Meet them where they are, not where you’d like them to start
  • Start at their doors, not yours

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