Personalise Your Onboarding Process Communication

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See the PDF here.

Step 1. Adjust Onboarding Process

• Open the linked PDF and scroll to find specific links and wording to adjust.

Step 2:.Access Automation

• Go to automation and find client coaching processes and client journey tracker.
  

Step 3:.Understand Client Journey Tracker

• Client journey tracker monitors client progress week-to-week, aiming to increase retention rates.
  

Step 4. Explore Coaching Process

• Find onboarding, client lost, and birthday reminder sections.
  

Step 5. Set Up Onboarding Form

• Gather client date of birth for birthday reminders and set up onboarding form.
  

Step 6. Understand Client Lost Section

• Find client lost follow-up and feedback form for internal notification.
  

Step 7. Adjust Automations

• Drag lost clients to trigger automations, removing them from reminders and sending feedback forms.
  

Step 8: Edit Onboarding

• Open onboarding and edit notifications, emails, and referral prompts.
  

Step 9: Customize Onboarding Form

• Edit welcome message, colors, video, and links in the online coaching get started page.
  

Step 10: Review and Publish

• Review and publish changes to reduce client churn and refund requests.