Six Figure Client Onboarding Strategy

  • SOLVE THE PAIN (PAINT A RAINBOW)
    • Must be a pain YOU ARE INTERESTED IN SOLVING
    • It should be something you don’t feel is work
    • It should be something you can become THE EXPERT

  • BUILD THE RELATIONSHIP (Free to Paid)
    • FIND THE AUDIENCE
      • Be BROADER than the pain solution you offer… ie: talk about things that your solution might solve, but not specifically about your solution to start…this builds the trust and the relationship and your authority
    • Do you KNOW THESE FOLKS YET?
      • NO –
        • GET THEIR EMAIL….so you can “own” the relationship (you can reach out to them to do more)
        • QUESTION: Are they likely to every buy anything?
        • QUESTION: How soon will they buy or at least give a credit card?
          • This allows you to ADJUST YOUR SALES STRATEGY
          • How much, what, when, who will do it….
        • SETUP A PERSONAL ZOOM CALL WITH FATHOM

      • YES- Presume you HAD their email already


  • MAKE THE MONEY ON AVAILABILITY (UPSELL)
    • Be patient, understand the goal is to build the relationship
    • The UPSELLs are the things they will ask you for after they start with your basics or just the conversation

  • STICKY LIKE A HEALTH CLUB MEMBERSHIP
    • Don’t ever give them a reason to quit!!!
    • NO HIGH PRESSURE SELLING
    • ALWAYS BE RELEVANT

  • THE CUSTOMER ALWAYS WINS
    • Don’t fear the chargeback
    • Don’t fear the loss of refund money
    • Think “long game” about your relationship

  • PLAY THE LONG GAME
    • People on your list will ALWAYS CALL YOU FIRST (if you make this easy)
    • People will come back and refer friends