When talking about the customer experience, there’s one word in particular that should come to mind: feelings. After all, that’s what it revolves around– how you make your customers or clients feel before, during, and after working with you.

But because the experience is based around feelings, that raises a ton of questions. How can you track feelings as a measurable KPI? What parts of your process should you focus on to invoke those positive feelings? Why the heck is all of this so important to begin with?

Keep reading for the answers to all of your questions as it relates to the art of the customer or client experience!

Client onboarding is the most crucial beginning phase to starting a project with a new client. It sets the tone for the working relationship and can make or break your project depending on how you handle it. If handled poorly, it can lead to your client having a bad experience with you, and it’s the client experience that determines whether or not you’ll receive positive testimonials, repeat business, and future referrals. (No pressure!)

After working with clients during both our time as separate businesses and even after we first became business partners, we know a thing or two about client onboarding and making sure the client feels comfortable and taken care of before, during, and after the project.

With that said, let’s dive into our ultimate guide to client onboarding, plus crafting an extraordinary client experience!

We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not.

Mastering the art of providing an amazing experience for your clients is crucial to your reputation as a service provider. We know this sounds super scary, but it can actually be pretty dang easy. As long as you’re able to check in often, respond quickly, and provide important information, you’re already at an advantage.

One way of stepping off on the right foot with a new client is by sending a welcome packet. You may have also heard it called a welcome guide, onboarding guide, or onboarding packet. We’ve sent a welcome packet or two– or a million– during our years in business, and now we’re here to share 10 must-have details you should include in your client welcome packet!

Many small businesses are basically “doomed” from the start.

Although done unknowingly, many entrepreneurs design their business in a way that keeps them stuck in the Merry-Go-Round trap.

They’ve designed their business in a circle. Doing the same things over and over again. Answering the same questions. Dealing with the same problems. And they aren’t growing.

I bet you know the feeling: you’re working and working and working, but you just aren’t seeing any progress. And where the heck are all those clients you desperately want to be working with?