Easy Steps to Fix Your Client Onboarding Today | Ep.16
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Feeling like your client process is all over the place? You're not alone. If you manually manage every step, juggle leads in your DMs, or constantly drop the ball during onboarding, this episode is for you.
I’m sharing what needs to happen before you plug into a CRM, so your systems support you (instead of creating more chaos). I’ll walk you through real-life examples of how my clients moved from burnout to business flow, and how you can start setting that foundation too.
Whether you’re stuck, overwhelmed, or just not sure where to start, I’ve got you.
This isn't a how-to; it’s a mindset and strategy shift to help you see what’s possible when your business is built with systems in mind.
🌿Prefer to watch the video? Check it out HERE on YouTube.
🎙️ABOUT THE HOST
Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease.
➡️WAYS WE CAN WORK TOGETHER
🌿 5-Star Client Experience CRM Build
A done-for-you HoneyBook CRM that organizes your clients, automates processes, and creates a seamless experience. Perfect for service providers ready to streamline operations. LEARN MORE
🌿 Client Experience Accelerator
A 90-minute 1:1 strategy session with a personalized roadmap to optimize client systems and workflows. Ideal for service providers who want clarity and structure. LEARN MORE
🌿 Client Experience Systems Tune-Up
A targeted review to refine your current systems, boost efficiency, and fix gaps in processes. Best for service providers looking for a quick, actionable update. LEARN MORE
VISIT MY WEBSITE YOURSYSTEMSPRO.COM
♥️LET'S STAY CONNECTED
🌿Let's keep the conversation going. Feel free to send me DM on Instagram @kenniqua.lewter or Threads.
🌿Follow me on YouTube AND watch the video version of the podcast episodes, @KenniquaLewter
Ready to finally streamline your service-based business with HoneyBook? Head over to yoursystemspro.com to get started.
Let's keep the conversation going. Send me a DM on Instagram or Threads @kenniqua.lewter
Thanks for listening! Don't forget to subscribe and leave us a review if you enjoyed this episode.
Kapitel
1. Introduction to Client Onboarding Systems (00:00:00)
2. Mapping Out the Client Journey (00:01:15)
3. Creating Templates and Automating Processes (00:05:13)
4. The Benefits of Streamlining Your Business (00:09:52)
5. Enhancing Client Experience Through Systems (00:14:15)
6. What is blocking you from streamlining your business? (00:17:41)
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