Ep 92: Why your Onboarding Isn’t Working & How to Fix It

Nov 21

Why your Onboarding Isn’t Working & How to Fix It

We all know that the first 60 days of a customer's journey are crucial. However, if you find your customers feeling confused, not taking action, or leaving within this period, it's time to rethink your onboarding process. In this episode, I share an advanced strategy that will amplify your onboarding and ensure your customers have a seamless experience. As you listen to the full episode, pay attention to these key takeaways.

Look Beyond the Surface:

Don't just focus on the individual components of your onboarding, such as emails and videos. Instead, zoom out and create a larger strategy that aligns all elements. Consider the overall flow of your member journey and ensure each step logically leads to the next.

Map Out the Member Journey:

Take the time to map out the actions you want your members to take in the first 30 to 45 days. This includes syncing calendars, joining the community, completing assessments, watching training videos, and more. By outlining this journey, you can ensure members feel supported and see tangible progress.

Order and Progression Matter:

Arrange your onboarding steps in a logical order that keeps members engaged and motivated. Start with quick and essential tasks, gradually moving to more time-consuming ones. Ensure each step builds on the previous one, creating a seamless flow.

Communication Channels:

Utilize various communication channels, such as emails, text messages, videos, and community posts, to guide members through the onboarding process. Each channel serves a specific purpose and helps maintain momentum and attention.

Maintain Momentum:

Regularly evaluate your onboarding process to identify any gaps where members may lose interest or momentum. Continuously refine and improve your onboarding to keep members engaged and excited about their journey.

Seamless Onboarding Experience

Revamping your onboarding process is essential for retaining customers and ensuring their success. By adopting a strategic approach and considering the member journey as a whole, you can create a seamless onboarding experience that sets your customers up for long-term engagement. To dive deeper into this topic, I highly recommend listening to the full podcast episode.

If you find yourself eager to dive even deeper into refining your onboarding experience or exploring a VIP day to strategize further, I'm just a message away. And if you're looking for a shortcut to success, consider joining my Retain program and gaining access to my templates, putting you on the fast track to improving your onboarding process. Visit my website at shanalynn.com to learn more and reach out.

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Shana Lynn