Why Your Client Onboarding & Offboarding Processes Are Costing Your Consulting Business

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Are your client onboarding and offboarding processes disorganized or even non-existent? 😱 You could be losing clients, wasting time, and leaving money on the table. In this video, I’ll break down exactly why your onboarding and offboarding processes are costing your consulting business and show you what you need to do to fix them!

When you don’t have a smooth, repeatable system for how to onboard clients, it hurts your client experience from day one. And skipping the offboarding process? That’s a huge missed opportunity to gather feedback, offer upsells, and leave your clients with a lasting impression. Whether you're a consultant, coach, or service provider, implementing a professional consulting onboarding and offboarding process is crucial to scale your business efficiently and build long-lasting client relationships.

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How to onboard a client, Client Onboarding and Offboarding, Business Onboarding and Offboarding