EP45: Creating a Seamless Client Experience: Payment and Onboarding Tips

Today, we’re diving into how you can streamline your client payment and onboarding process to make everything run smoothly. Using a CPR training business as an example, I'll share all the steps you need to create an efficient, automated workflow that not only reduces your stress but also saves you tons of time and seriously enhances your client's experience.

You’ll discover how integrating tools like Dubsado and Google Calendar can completely revolutionize your business operations. Imagine focusing more on what you love doing and less on the admin stuff, all while keeping that personal touch with your clients. Trust me, these tips are going to make a huge difference in your business.

Let’s make your client experience seamless and stress-free!

 

00:00 Introduction to the Podcast

00:34 Understanding Client Payment and Onboarding Challenges

02:00 Defining the Ideal Business Workflow

02:10 Example Business: CPR Training

03:04 Mapping Out the Onboarding Process

08:50 Implementing the Ideal Workflow

10:04 Choosing the Right Tools and Technology

13:20 Executing the Workflow

16:51 Benefits of an Optimized Process

17:48 Conclusion and Final Thoughts

 

Resources mentioned in the episode:

 

Full Show Notes

 

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