One of my little (HUGE TIME SAVING) tips

Sep 18 in Other

For coaches (or anyone really), this is one way to automate some of your onboarding processes. This seriously freed up SOOOO much of my time!! Yes it take a little time to create it but it saves you hours in the long run.

I created a client welcome packet that covers:

all that I need them to do to get started (with a digital checklist)
any documents I want them to access or sign, I have linked within the packet as well.
A timeline of the program/process
What they can expect from me as a coach and what I expect from them (this is so freaking important by the way)
any important extra docs (mine is info about my "add on" habit program)

You guys can check it out and copy it if you'd like. https://drive.google.com/file/d/1KwxJ6D9SrYSVNmuBtHXLUkgIWVB9Fv4X/view?usp=sharing

@Evelyn Weiss

has a brilliant and much simpler way of implementing the same concept. She creates a Google sheet with the steps for the client to click on. I've done it that way as well!

I just preferred the packet because my new clients LOVE it for some reason. I have been told over and over that they wish everything they bought came with something like this & they "OMG LOVE HOW PRETTY IT IS TOO" (women 🙄🤣) 😉

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