How to Onboard Clients

Did you know that your onboarding process is absolutely critical to the experience of your newly signed client? If you want to know how to onboard clients effectively and efficiently, use my onboarding checklist so you know exactly what to give new clients an how to guide them through your program.

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The reason why I wanted to share how to onboard new clients is because I recently had a really negative experience being onboarded by someone else. It was slow, it was confusing. There was a lot of back and forth, and it really didn’t feel good. And it made me wonder, was this a good decision? Should I have trusted this person with my money? 

And I don’t want clients to have that experience inside your business. So let’s get into it. And you can get my full Client Onboarding Checklist inside my free Ultimate Health Coach Starter Kit.

The first thing that you want to make sure happens when you onboard a new client  is that some sort of receipt of payment is sent automatically. If you’re using a system like Practice Better than it’s set up so you can create an invoice and take payment, and it will automatically send a receipt of payment to the client. 

The next thing you want to consider are your intake documents. And depending on the type of coach you are, these might look a little bit different, but typically you’re going to have some sort of client contract and waiver, a health history, and a welcome letter. And in Practice Better you can set all this up ahead of time so that you only have to click one button and all those forms get sent out to your client automatically. 

The third thing that I want you to check off the list on your onboarding checklist is to schedule out all your appointments with this client in advance. In order to do this, you need to have a signature program. If you have a 90 day program, you need to make sure those appointments are completed generally within that 90 days. Because if you leave the scheduling up to your client, it’s not going to happen. 

If you are a practitioner who’s running labs or if you’re providing a higher ticket program, this next one is optional but it’s a nice touch. And that is providing a welcome gift. I had a colleague who used to give out a little pill organizer or supplement organizer to all her new clients. And that’s very simple and it’s inexpensive, but it is something that’s going to be very useful. So it’s definitely something you can consider. Now you want to make sure that it gets mailed out within the first week or so of them signing up.

The final thing with onboarding new clients is to schedule a quick check-in. The client has received a lot of things byt this point so before your first appointment, it’s helpful to check in with them. It’s very simple, but it goes a long way because sometimes things do fall through the cracks, or sometimes things might seem very clear to you, but they’re just not very clear to the client. So a simple check-in can not only help that client feel more supported, but it can also help unveil any deficiencies in your onboarding process.

I hope you find this helpful! Remember to grab my free Ultimate Health Coach Starter Kit and in there you will find my Onboarding checklist to help you on how to onboard clients.