Onboarding Clients: 5 Steps For a Smooth and Professional Relationship

Send Us a Message (include your contact info if you'd like a reply)First impressions matter and it's never more important than when you're onboarding a new client. Once you've had that consult call and the client says "yes", the next experiences they have with you set the tone for the rest of your coaching relationship.Listen in as Tracy and Debra talk through the 5 critical steps that create a foundation for a smooth and professional relationship with clients.  Whether you use a coaching platform, a scheduling system, or prefer a more manual approach, having a standard, repeatable process means a hassle-free experience for both you and your clients.1. Coaching agreement2. Payment3. Initial session4. Scheduling future sessions5. CommunicationsWe also discuss the idea that professional expectations beget professional respect. Maintaining good boundaries with clients enables them to take responsibility for their own coaching results. We are not in the business of doing the work for clients, but offering an environment where they are invited to be self-directed and take control of their own process.As professionals in the divorce space, divorce coaches want to be seen as credible, valuable team members - and a professional client experience helps build that reputation. If you haven't taken the time to up-level your client onboarding process, we encourage you  take some tips from today's episode. Both you and your clients will benefit.You can learn more about DCA™ or find out about any of the classes or events mentioned in this episode at the links below:Website: www.divorcecoachesacademy.comInstagram: www.instagram.com/divorcecoachesacademyLinkedIn: www.linkedin.com/company/divorce-coaches-academyEmail: [email protected] Learn more about DCA® or any of the classes or events mentioned in this episode at the links below:Website: www.divorcecoachesacademy.comInstagram: @divorcecoachesacademyLinkedIn: divorce-coaches-academyEmail: [email protected]

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