New Client Onboarding Process + FREE Checklist For Your Creative Agency

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  • Опубликовано: 28 дек 2024

Комментарии • 54

  • @TheresaTruong
    @TheresaTruong  4 года назад +4

    Thanks for watching! Heard something useful? Let me know down below what you can implement in your onboarding process!

  • @kuchmwandie9374
    @kuchmwandie9374 2 года назад +1

    Hi Theresa. Great video. There is no onboarding checklist in the description

  • @kuchmwandie9374
    @kuchmwandie9374 2 года назад +1

    Thanks Theresa. Great video. I noticed that there is no link to the Checklist and sop bundle below

  • @robynleesamuels
    @robynleesamuels 2 года назад +1

    First time watcher. Love your vibe and energy.

  • @ucokoro7227
    @ucokoro7227 2 года назад

    For a beginner looking to land a job that involves on-boarding a client, this video was super useful. Thanks

  • @ingridmojello
    @ingridmojello 2 года назад

    Thank yu, Theresa! This is really helpfuul. I'm so happy I found your channel.

  • @melindakitto
    @melindakitto 4 года назад +6

    It makes such a massive difference in the client experience when you have a well thought out client on-boarding process vs a rubbish one. I've experienced both as a client and it's definitely something I want to continue to improve for my own clients.

    • @TheresaTruong
      @TheresaTruong  4 года назад +1

      Yes! We want to retain clients and build our reputation!

  • @thebeaconprojectco5701
    @thebeaconprojectco5701 3 года назад +1

    you are amazing Theresa

  • @shubhamdwivedi4280
    @shubhamdwivedi4280 2 года назад

    wonderful, so much of experience in video, Thank you so much.

  • @samanthacarolina1396
    @samanthacarolina1396 2 года назад +1

    Hi Theresa! I love the video its super informative and so simple to understand!
    I'm wondering if you're still giving out the resources? I clicked on the link but I didn't receive the 2 free resources? Wondering if those are still active?
    Thanks a lot! :)

  • @pagespages
    @pagespages 3 года назад +1

    Hi Theresa, - what platform are you working with here? - Thanks.

  • @hockinghillsalive3624
    @hockinghillsalive3624 4 года назад

    Just stumbled across your video and within 20 seconds already love your vibe.
    Instant SUB!
    Thanks for sharing!

    • @hockinghillsalive3624
      @hockinghillsalive3624 4 года назад

      Ha!
      I also just hopped on your email list. Grabbed the checklist, the free resource library and signed up for your free masterclass.

  • @vibhutyagi6635
    @vibhutyagi6635 3 года назад

    Thanks for this wonderful Information .. I was looking for this sort of information from long time.. very helpful. Thanks again.

  • @christianlamb
    @christianlamb 4 года назад +2

    Loved the flow sheet that you have for your onboarding process. Your organization and attention to detail are super impressive! Great vid! Thx!

  • @Influx.media_
    @Influx.media_ 2 года назад

    Amazing video . Thank you so much.

  • @jopenalosa-smm4462
    @jopenalosa-smm4462 3 года назад

    Was looking for a reliable Onboarding Process this was the best I've seen so far. Thank you so much. Will definitely buy the wow your client ☺️

  • @Highgrowthlabs
    @Highgrowthlabs 4 года назад

    Is that samepage you are using in this video?

  • @sholafabolasi
    @sholafabolasi 4 года назад

    I’m a newly licensed realtor and am finding this so useful in providing structure that I need to establish credibility

  • @IntentionalMarriages
    @IntentionalMarriages 4 года назад +2

    Great visuals which help in following along. Super advice!

  • @JamesDBuzzard
    @JamesDBuzzard 3 года назад +3

    This is a super super good lesson. I'm working on my onboarding SOP and this was a joy to listen to. Thanks a ton for taking the time to make this content 🙌

  • @ShawnBell
    @ShawnBell 4 года назад +1

    That’s a great system and looks very organized. Love a great system like that to keep you consistent. Great video

    • @TheresaTruong
      @TheresaTruong  4 года назад +1

      Thanks for watching! Give the Onboarding checklist a download if you would like.

  • @codishaa
    @codishaa 3 года назад

    Subscribed !!! Thank you for this. May I suggest you highlight what SOP means in the captions?

  • @JillTherese
    @JillTherese 4 года назад

    This is really helpful. I find that if the client has a pretty seamless 3-4 touches at the beginning of their journey, even if they're upset/frustrated by certain things, they're much happier moving forward, because they felt like they were taken care of at the beginning.

  • @abdullahabdelal3169
    @abdullahabdelal3169 2 года назад

    Seriously amazing video! Icing on the cake tho would be simply looking at the camera.. that’s like the elephant in the room, or in the video in this case.. also I had to say this.. your scripting is really good! Like for real I’m amazed at the video quality just remember.. lock your eyes on the camera lens and it goes from a good vid to a great vid 👌

  • @tanyaannbrown
    @tanyaannbrown 4 года назад +1

    Great video! I'm definitely going to come back to this one in the future!!

  • @HashtagCareerGoals
    @HashtagCareerGoals 4 года назад

    Wow!! so many things to learn here. Thanks a lot for sharing.

    • @TheresaTruong
      @TheresaTruong  4 года назад +1

      Thanks for watching! Give the Onboarding checklist a download if you would like.

  • @SocialConfidenceMastery
    @SocialConfidenceMastery 4 года назад

    You explained this topic really well!

    • @TheresaTruong
      @TheresaTruong  4 года назад

      Thanks for watching! Give the Onboarding checklist a download if you would like.

  • @kaleahnicolecoaching6087
    @kaleahnicolecoaching6087 4 года назад +1

    I love this! As an HR professional for many years I would try to drill this to the executive time. You did an excellent job of explaining.

    • @TheresaTruong
      @TheresaTruong  4 года назад

      Thanks for watching! Give the Onboarding checklist a download if you would like.

  • @nandoism
    @nandoism 4 года назад +2

    Omg. You make getting organized look fun and so easy! I love the structure you create. Thanks for the awesome lesson. 👏🏽🔥💥👏🏽🔥💥

    • @TheresaTruong
      @TheresaTruong  4 года назад +1

      Thanks for the positive feedback as usual!

  • @BasiaRichard
    @BasiaRichard 4 года назад

    that's a lot of useful information. Great video Theresa.

  • @TheOldMayfieldPlace
    @TheOldMayfieldPlace 4 года назад +1

    Great information, Theresa.

  • @DivineLightProductions
    @DivineLightProductions 2 года назад

    Hello, Theresa! Just discovered your channel via this video. Great content and informative! Thank you!
    - Jared

  • @technonessteam7511
    @technonessteam7511 4 года назад

    Amazing video, thanks for sharing such a useful info

  • @lenamin6110
    @lenamin6110 4 года назад +1

    Would love to have those well-planned templates already!!! Haha

  • @vrajzhm4929
    @vrajzhm4929 3 года назад

    Just amazing

  • @thezone7399
    @thezone7399 2 года назад

    Video starts at 6:37

  • @joannares.social
    @joannares.social 3 года назад

    Great video! Thank you so much for this content. I just downloaded your free resources and joined your FB group! I would love to connect with you! 😍

  • @designomonkey8232
    @designomonkey8232 4 года назад

    Suggestion: The light on your face is too much. You could reduce it a little. (Nice content by the way)

  • @geekyaman3842
    @geekyaman3842 3 года назад

    Your information was great but, I find you distracted, Looking away from the camera just talk straight to the camera or use a teleprompter or else its absolute great video