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Onboarding A New Client: What You Need To Know

Onboarding A New Client: What You Need To Know

6 Best Practices For Onboarding New Clients

1. Practice a People-Focused Approach

One size does not fit all. Customize your service or product

2. Wind Up Before the Kick-off

The kick-off meeting is where you can really solidify your client’s ideas and needs and make a concrete plan.

3. Prove Your Value Quickly

Consider the onboarding stage as less a stage and more a process. Once you’ve established your foundation and you’ve made clear your client’s goals, it’s time to get moving.

4. Organize Your Communication

Setting a communication schedule (or at least simple expectations) will ensure that neither you nor your client falls off each other’s map.

5. Consider the Tech

Onboarding tools exist to help you automate the customer’s journey through the onboarding process — many of them also contain pre-formatted checklists and check-in forms to help you expedite onboarding’s organizational component. But don’t forget to customize.

6. Exchange Feedback

And do it often. Don’t share just your own; listen to client feedback. When the time is right, ask them for it. Is this communication schedule working for you? Is there something that you feel like you’re missing? Does this goal schedule make sense in conjunction with your expectations?

Bullying In The Workplace

Bullying In The Workplace

Have you ever found yourself not wanting to attend your place of employment because the boss or a certain co-worker or co-workers might be there; you know that feeling, knotted stomach, headaches, sweaty palms, perhaps nausea?

When you do not have to be around the boss or someone else, you feel fine. You don’t want to put a name to it, but you are pretty sure that you are suffering from anxiety or even panic attacks.

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I found myself in that situation some years ago. Every time I entered the building, I felt nauseous, my breathing would become rapid, my heart would beat faster, and I thought that I would faint.

4 Steps You Must Take to Overcome the Imposter Syndrome and Comparisonitis

4 Steps You Must Take to Overcome the Imposter Syndrome and Comparisonitis

“Day after day, I read what others are writing, and I feel so inadequate. I ask myself, “why did I make such big a financial investment in the first place?” “What do I have to offer these people who seem to be much more knowledgeable than me?” In times like that, I must remind myself that I am enough. I am unique, and what I have to offer is needed in the business world. So why, then, do I feel like such a fraud? Have I been conditioned this way? Perhaps. Am I a capable person? Of course. Would others benefit from my knowledge? Absolutely. Why then do I put myself through this self-doubt?

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Surviving as a Mum in Business

Surviving as a Mum in Business

My kids are all grown up now; a daughter 31, a son 28 and a daughter 27. They all work and support themselves. They have all moved out of the home, and they all take the time to ring me when they need some mummy advice or to soothe their troubles.

I love being a mother. I love that it brings out the nurturing side of me, and I love the fact that my kids still think that I bring value to their lives.

It wasn’t always like that, though.

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