Kristen Westcott guides us through the must-haves in the onboarding and offboarding process for both coaches and consultants.
TOPICS DISCUSSED IN THIS EPISODE:
- Kristen intros the idea of focusing on onboarding and offboarding
- Why a long launch period means you need to double down on the onboarding process
- Kristen shares a good “pre-module” to give course buyers something to do before your program begins
- Why setting guidelines around posting and support help both parties feel better
- The “housekeeping” content that most course creators overlook
- Why a good onboarding process increases the overall value of your course or program
- A lack of offboarding process can leave your clients feeling like they finished reading a book with a bad ending
- Why you should ask for feedback and testimonials at different times
- How to leave your clients with support
“We focus on the marketing which is so important because that’s how we’re going to sell our products, but often because all of it is so new to us that’s exclusively what we focus on.
“It’s so much more affordable to keep the clients that you have than constantly be out there searching for new clients and part of that is having a phenomenal onboarding and offboarding time.
“We know we need onboarding. Whether we’re doing it or not, we know that we should be. But we don’t often think about offboarding when it’s done.
“I like to ask for testimonials, which is technically part of your offboarding process, wherever it is in your course you capture that big a-ha moment.
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Music by Michael De La Torre. Thanks, Mikey!