Episode 29

full
Published on:

30th Apr 2023

How smooth is your client onboarding system?

Avoid Business Chaos: Create a Smooth Client Onboarding Process

"Personal development is really hard for so many people, so these clients who are going through a really tough phase of working with you when it comes to paying you for the next month. That is an opportunity for them to decide, you know what? I don't wanna do this anymore. Which is sh*%ty for  you because it means that you've lost a client and this client that you've lost, you haven't lost in a really clean way where you've talked about completing together and you're ending this relationship consciously." - Katie McManus, Brave Business Coaching 

Struggling to get clients on board and seamlessly making payments within their business lots of ADHD entrepreneurs don't realise how simple it is to fix a disorganized onboarding process.


And it's exactly that which is causing the problem!


So I'm here to help you stop being a weenie with your business systems, and fix any difficult situations to help you realize the benefits of creating a streamlined system.


 



Creating a Good Client Experience


A key component of business success is providing a positive client experience.


This includes not only the services provided but also the ease with which clients can access and pay for these services.


A streamlined payment process contributes to a more enjoyable client experience and increases the likelihood of repeat business or referrals.


Initially I myself, Katie McManus, struggled to implement efficient payment systems.


It is common for new business owners to face similar challenges, but I want to reassure listeners to the Weeniecast that there is always room for improvement.


By prioritizing professional systems, businesses can retain clients and promote positive word of mouth, bolstering their reputation and growth.


The Problem with Complicated Payment Systems


Do you think sometimes we can try to be too clever?


When starting a business, entrepreneurs often focus on getting clients and accommodating them, leading to disorganized payment systems.


This not only hinders business growth but also confuses clients and can result in lost revenue.


Inefficient payment systems lead to frustration for both business owners and clients alike, diminishing any sense of professionalism and trust.


With multiple clients paying through different methods, it creates difficulty in managing finances and keeping track of due payments.


So I'm urging you to listen to not only this episode, but the part two of this episode I've shared on my exclusive premium podcast, "The Weeniecast for Winners" so you can reassess their payment systems and ensure it follows a streamlined approach to avoid any complications or misunderstandings.


 


This episode that's all about stopping being a weenie ADHD-preneur with your business systems, covers:

00:00:58 - The Problem with Complicated Payment Systems 00:04:14 - The Impact on Your Business and Clients 00:09:23 - Changing Your Billing System 00:12:03 - Simplifying Your Business 00:14:20 - Importance of Proper Systems 00:15:01 - Creating a Good Client Experience 00:16:38 - Starting Small and Growing 00:18:21 - Choosing the Right System 00:20:54 - Why Simplicity is Key


 


Psst!! Have you registered to participate in my "37 Weenie Challenge" yet?


Get hold of the downloads and guides as well as booking yourself into the 37 Weenie accountability club by clicking here.


 


 


This episode has a part two which is exclusive to our winning weenies show!

Our spin off premium podcast "Weeniecast for Winners!"


Click here to get access.


 


 

Show artwork for The Weeniecast: make more money, create an impact

About the Podcast

The Weeniecast: make more money, create an impact
Money mindset and impact coaching for business owners
I help business owners make more money in less time, so they can create bigger impact.
It doesn't matter what it is, we all have a sense of purpose. We want to leave a legacy.
We want to matter. And the best way of doing that, is to become wealthy.
But the sad reality is a lot of us are stuck in 'weenie' mode. In other words, we make up excuses for why we can't become our brilliant, wealthy selves.
That ends with this podcast.

My name is Katie McManus.
As a CPCC (Certified Professional Co-Active Coach) I know how to help people like you to reach their financial goals, and earn the life they've always dreamed of.

Until quite recently, I described myself as a business strategist and money mindset coach who was focusing on helping business owners with ADHD to get more income from their business.
I've been helping some of them get eleven times the value of their investment back.
And then, I had an epiphany.
I was being a weenie.
Being a business strategist is not the limit of my gifts to the world.
I'm also a political activist, a serial entrepreneur who oversees multiple six figure businesses, and I'm the founder of a non-profit with dreams of helping members of the LGBTQ+ community to find more joy from their lives in a very specific way.
And all of that is being achieved by scaling my business in a way that I don't have to be in it every hour of the day, but still make enough money to work hard on making impact.
Do you also want to learn how you can make more money, in less time, so that you can create impact on your community, or with projects that are important to you?

Want coaching on money mindset, sales advice, and general business growth, but all from the safety and comfort of your own space?

If you're wanting to listen to business strategy and money mindset advice that's specifically targeted to business owners like you who want to achieve BIG things but maybe have some challenges, then "The Weeniecast" is the podcast for YOU.

I will help you understand your own potential for growing a dream business that works without you but still makes seriously life-changing amounts of money.

Learn more about the show at weeniecast.com
Learn more about how I help people like you at katiemcmanus.com
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