For part two of our master series on the client onboarding process, we’re focusing on onboarding for group coaching, and more scalable online coaching programs.
We start by walking through the essential differences between one on one and scalable client onboarding processes, before diving into understanding the steps of your scalable onboarding workflow, a specific example using Typeform to achieve more scalable onboarding, a framework for creating an effective onboarding video, and more.
Keep leveling up your onboarding experience with our Complete guide to client onboarding google doc that Sarah and I put together for you.
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