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:
- Dubsado CRM (20% discount link)
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