🎙 In this episode, Steve talks to fitness expert Joe McNee about how he helps other people with client-based small businesses, such as personal trainers, coaches, and driving schools. He teaches them to automate their customer onboarding and client progress processes.
Joe is also a schoolteacher, a fitness coach, and a father of three children. This left him without enough hours in the day. So, he has utilised systems, apps, and software to reclaim precious time from laborious manual procedures and processes. His methods were so successful! He now shares them with others through his business, Fitlogic Systems.
KEY TAKEAWAYS: How to Automate Your Customer Onboarding
- Joe can aid any business with regularly repeated tasks. He also said we could automate anything that requires information transfer.
- Fitlogic Systems traces and standardises the client journey from the very beginning. It identifies what happens on initial contact. Then, client data will be centralised, and sign-up progress or client follow-up will be tracked. They also used this centralised data to trigger automations during current and future processes.
- In addition, Joe gets his clients to identify repetitive tasks. When looked at as a group task, these tasks take up too much time and detract from the business owners' original function and purpose for starting the business in the first place.
- Apps like Mailchimp can automate email tasks. Stripe can also be used to automate payment processing.
- After onboarding, service delivery can be automated to track the clients' progress. This can be done via automated emails that can provide you with feedback from the client.
- Systemizing can also mean outsourcing tasks. It allows you to concentrate on your most valuable business function.
BEST MOMENTS: Tips to Automate Your Customer Onboarding Effectively
'I just started talking to my network of people online. And more and more people were asking me to do it for them. And then this grew into a viable, legitimate business where I automate the marketing, onboarding and delivery of coaching programs for personal trainers.' – Joe McNee
'I would ask probing questions. So, what happens when they message you? What do you do? Do you book a call with them? How do you do that?' – Joe McNee
'The next thing is getting them over the mindset of “personal training needs to be personal.” They may personally send an email. But it's not a personal email because it's just copying and pasting off their notes. But it' feels' personal because they've personally sent it. Get them onto that mindset of people signing up for personal coaching, not personal information passing.' – Joe McNee
'Then it comes into what I call service delivery. The emails they're going to get throughout the time they're working with you. The biggest one is a recurrent email once a week or once a month for them to give feedback to you so that you can continually evaluate their progress.' – Joe McNee
GUEST RESOURCES: Automate Your Customer Onboarding
Facebook: https://www.facebook.com/joe.mcnee.75
FB page: https://www.facebook.com/Fitlogicsystems/
Instagram: https://www.instagram.com/joe_fitlogic_systems/
VALUABLE RESOURCES
Free access to our flagship RECRUIT RIGHT FRAMEWORK
Website: www.SystemizeYourSuccess.com
Facebook Group: Facebook.com/groups/systemsandoutsourcing/
LinkedIn: LinkedIn.com/company/systemsandoutsourcing/
Instagram: Instagram.com/systems_and_outsourcing/
YouTube: YouTube.com/@drsteveday42
ABOUT THE HOST
Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change the way he worked. He switched to running his businesses remotely. And after totally nailing this concept, he also decided to spend his time helping other small business owners do the same. Steve’s been investing in property since 2002. He has a degree in Computing and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing Methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.
Most business owners are overwhelmed because they don’t know how to create systems or get the right help.
Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.
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Automate Your Customer Onboarding! How do you go about your customer onboarding and client processes? Share it with us in the comments.
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