In this podcast episode, Sarah Wooden discusses the importance of auditing and improving the onboarding process in business. She emphasizes the need to review and streamline the manual steps involved in onboarding, such as setting up Google Drive or sending surveys. Sarah also highlights the importance of clear communication tools and boundaries during the onboarding process. She suggests ways to clean up the process, including creating information packs, welcome videos, and scheduled email workflows. Automations, such as automatically creating Google Drive folders for clients, can also improve the onboarding experience.

Takeaways:

  • Regularly reviewing and improving the onboarding process is essential for business success.
  • Streamlining manual steps and automating processes can save time and improve efficiency.
  • Clear communication tools and boundaries are crucial for a smooth onboarding experience.
  • Creating information packs, welcome videos, and scheduled email workflows can enhance the onboarding process.

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May your coffee be hot and your week fulfilling,

Sarah Wooden

Sarah Wooden - systems strategist, coach and copywriter, knock on wood virtual assistance

Hello! I am Sarah Wooden, your systems and integrations wizard! I am here to help you do everything you need to make your business more successful, more sustainable, and more joy-filled!

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