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For Coaches, consultants and agency owners
DID YOU KNOW 60% OF CUSTOMERS ABANDON A PRODUCT OR SERVICE WITHIN THE FIRST WEEK BECAUSE OF A POOR ONBOARDING PROCESS?
FREE 2-Day Success Workshop
pimp my Process workshop:
Elevate Client Satisfaction from Day One!
In this intensive workshop, you'll learn how to transform your business Onboarding from reactive to strategic.
August 28th & 29th, 2024
9 am - 11 am PST
your customer retention depends on your onboarding process
So...Is Your Current Onboarding Process Helping or Hurting Your Business?
Spend Your Time Focused On Quality & Let Technology Multiply Quantity For You
Boost Profits and client satisfaction
ARE YOU LOSING CLIENTS ACCIDENTALLY DUE TO AN inefficient onboarding processes?
Did you know that in a study done by Hubspot in 2020, 90% of customers feel like companies need to do better at onboarding new customers?
What does your client onboarding process say about your business?
Are you wasting time and money on an ineffective process?
a poor onboarding process leads to:
- Client Dissatisfaction: Confusing and long onboarding can make clients unhappy, causing them to leave early.
- Lost Revenue: Bad onboarding can lead to missed sales and fewer returning clients, hurting your profits.
- Scalability Issues: As your business grows, keeping a good onboarding process becomes harder without a simple, organized plan.
Designed for Business Professionals
Easy to Understand, No Tech Jargon
Inefficient onboarding is costing you more than you think.
The bad news is a lackluster onboarding process can sabotage your business success.
BUT the good news is you're not behind! Business process development is an ongoing endeavor!
A seamless and efficient onboarding process sets the stage for a successful client relationship, fostering trust, satisfaction, and long-term loyalty.
With a strategic approach and proper planning, businesses can maximize key elements that make onboarding successful.
No more lost clients or revenue.
No more dissatisfied customers.
No more scalability roadblocks!
This 2-Day PIMP MY PROCESS WORKSHOP: Will reveal exactly what you need to Maximize Business Revenue through Effective Onboarding!
Here is what you'll learn in the workshop
Effective Onboarding Starts Here
DAy
1
Defining strategy: meeting business requirements
Identifying key elements, understanding the importance of a strategic approach, and defining the objectives for an effective onboarding process.
- IMPACT: Outlining the importance of a strategic onboarding process
- AVOID: Review common pitfalls of inefficient onboarding
- PROGRESS: Defining clear, measurable goals for your onboarding process
DAy
2
implementation plan: keys to effective onboarding
Practical steps, tools, and techniques to transform your onboarding process, ensuring it is seamless, efficient, and capable of fostering client trust and satisfaction.
- IMPACT: Defining key performance indicators (KPIs) for onboarding
- AVOID: Conducting pilot tests and gathering feedback to minimize oversights
- PROGRESS: Continuous improvement and scaling your onboarding process
Unlock Seamless Client Satisfaction
Customers who receive effective onboarding are more than twice as likely to recommend a product to others compared to those who do not.
who exactly is this for, you ask?
Don't let an inefficient onboarding process hold your business back
- Do clients frequently ask for help or clarification during onboarding?
- Is your team overwhelmed with onboarding tasks due to lack of workflow organization?
- Is your business losing potential revenue due to slow or ineffective onboarding?
- Are you finding it difficult to maintain consistent onboarding quality across different clients?
No Offense taken, but I Can Hear You thinking...
WHO THE HECK ARE YOU??
having ineffective technical business operations is like having no food in your kitchen ABOUT TO HOST A DINNER PARTY.
CHAOTIC AND FRUSTRATING!
Meet Alyssa Schaefer
the business cowgirl
Hey there! As you read, I'm Alyssa and pictured with me is Fuego (the reason I am talking to you today.)
For 7 years now I have lived a double-life! One life without any technology to speak of out at the barn training, riding, and jumping horses; while the other is all about technology and maximizing what businesses can do with it!
When I am not at the barn I am a technical consultant guiding businesses on how best to utilize and structure their technology setup. I say often, "Technology can be your business' best friend or worst nightmare!"
The digital infrastructure of your business can be the difference between: hundreds of wasted hours and efficient systems, millions of wasted dollars and maximized profits, and even misused or underutilized software.
HERE IS WHAT YOU WILL GET FROM THE 2 DAY wORKSHOP
are you ready for a many BUSINESS ah-ha moments?!
- 2 Days of Live Training with Alyssa reviewing exactly how to design and implement the perfect onboarding process
- Access to additional resources helping you get further, faster with your onboarding strategy!
- And many extra surprises along the way because if learning is not fun, then it will soon be forgotten!
After these 2 days you will have a strategy to Increase Client Satisfaction by creating a seamless and positive onboarding experience that fosters trust and long-term loyalty.
Customer Testimonials
here is what it's like to work with alyssa
I found you (Alyssa) to be highly knowledgeable, effective, and efficient at distilling our needs and resolving them.
Robert E.
(Alyssa) You really made my job easier and saved me a ton of time (and nerves). You made an amazing process out of our nonsensical invoicing process which succeeded (thanks to you.)
You should always stay the same you are: an inexhaustible source of positive energy and humor.
Lejla K.
Her (Alyssa's) availability and ability to address issues with a quick turnaround. My favorite part was your upbeat energy and optimistic approach to the project.
Jeremy S.
I appreciate the years of hard work that you have put in to make our organization better and more agile - the effort has not gone unnoticed and is highly appreciated!
George G.
(Alyssa) She is a person who always has an idea and knows how to produce the best solution...
Harun R.
(Alyssa's) Her ability to analyze complicated business problems and create workable solutions helped us win several large deals.
Sejo J.
What are you waiting for?
Get Ready For A FREE Workshop To Create More Time and Money Through New Client Onboarding!
do you have questions?
I'd Be Surprised If You Didn't...
Who should attend this workshop?
"Pimp My Process" is ideal for business owners, client managers, and anyone involved in client onboarding and retention.
What if I can't attend live?
No worries! VIP registrants will get access to replays so that all topics covered can be revisited. Replays will not be made available for free registrants.
How much does it cost?
This is a FREE workshop, and costs NOTHING to attend!
Do I need technical skills to benefit from this workshop?
Not at all. This workshop is designed to be accessible for all skill levels, with practical insights that anyone can apply! In fact when it comes to technology the simpler the better...
Is there a VIP ticket? What does a VIP ticket get me?
- VIP participants will also get a daily Q&A session with Alyssa to ask more personalized questions about individual businesses. Not only will you get to ask your own questions, but hearing answers to other's questions will be immensely valuable.
- Keep the daily training recordings for future reference and use.
- Companion tickets, you can also invite friends.
Companies with effective onboarding can see revenue growth increase by 20% to 30% due to higher retention and customer satisfaction.
pimp my Process workshop:
Unlock Higher Profits with Streamlined Client Onboarding
FREE 2-Day Success Workshop
In this intensive workshop, you'll learn how to transform your business Onboarding from reactive to strategic.
August 28th & 29th, 2024
9 am - 11 am PST
Tailored Tech Solutions, CRM Efficiency, and Strategic Marketing for Your Success
Business FunnelDementals @2025