My Client Onboarding Process – Make Sure You Get Paid!!

So You convince someone to buy your product or service – but what happens next?

Did you collect the money yet? If not you could still lose this sale and one could even argue that this isn't technically a sale yet.

In this video I explain our onboarding process that we have honed through trial and error over the years.

And what I mean by that is i've been doing this digital thing for about 4 years now and have had a pretty good run.

My first year that I registered my business was a $100k year for me, and in my third year (age 30), I had my first million dollar year.

Keep in mind that the reason I say all of that is because I want to point out the elephant in the room.

We all know damn well that when hitting those types of goals, a wholeeeee lot of failure has to happen.

And believe me, fail I did.

My onboarding process caused me to lose out on countless deals for a long time.

And so when I finally figured out one of the big points of failure for me ( a solid onboarding process) , my business was changed.

I go over in detail the actual mechanics of it in this video.

And one of the big points of failure for me was figuring out a solid onboarding process.

I cover the little fragments that most don't think about when going through this process.

Why it's important to focus on one thing at a time, what those little details are that could still cost you the sale, and how to avoid them.

I know the pen on the whiteboard is light green and hard to see, I had no intention of recording this video when my team and I went through this exercise. But once we were done I realized it would be great to share with you, so please disregard the white board because what I explain verbally is whats important.

Picture of Nick Ponte

Nick Ponte

Born and raised on Maui, Nick was employed as an automobile mechanic before founding his own local marketing agency. Nick naturally wrestled with the change from tradesman to marketer (not an easy transition) but, like Tom, he wouldn't give up. Through years of commitment, Nick has grown to be a highly skilled web developer and marketing expert with a specialized skill-sets in a variety of fields. He has developed many high-traffic, high-quality websites that incorporate the best practices for today's digital marketing. Today, Nick eagerly shares his experience and knowledge by helping others in cultivating their business.

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