Episode Two: Seamless Owner Onboarding - Your Stage For Success
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Episode Two: Seamless Owner Onboarding - Your Stage For Success
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In this episode of the Path Building Podcast, Kristen and Kandise dive into one of the most critical phases of the client lifecycle—owner onboarding. What marks the official transition from sales to onboarding? When should the process truly begin? They discuss best practices for creating a smooth handoff, why onboarding should never start before the agreement is signed, and how different companies approach this crucial step. Learn how to structure your onboarding process for efficiency, ensure a seamless client experience, and set your owners up for long-term success. If you want to improve your onboarding workflow and reduce friction in your operations, this episode is for you!
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