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Alicia Streger - Onboarding System

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on 12 February 2019

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Transcript of Alicia Streger - Onboarding System

#onboardingmatters
THE FIRST
Create & Implement
#onboardingmatters
Create Raving
Fans for Life
#1 Priority
90 DAYS
When was the last time you blew someones socks off?
Now let's have a serious talk.
About sushi
...and Groupons.
Do it right.
Keep everyone on track.
Educate new clients.
Motivate & inspire people.
Get testimonials & reviews.
TRACK
Gather social proof.
Then...
Ask for referrals.
Pain
Problems
Struggles
Challenges
Stress
Grind
PART 1:
Understand Them
Accountability
Feel
Support
Learn
Experience
Ask 'em questions
- Google Forms
- Survey Monkey
TIP:
DONE IS
BETTER
THAN
PERFECT
PART 2:
5 Key Components to a
Killer Onboarding System
RULE:
KNOCK THEIR
SOCKS OFF
STEP 1
What's that FIRST initial experience like?
Deliver.
Right after the sale.
The. VERY. FIRST. DAY.
Orientation?
Welcome video?
Add to FB group?
Intro in FB group?
Access to the program?
STEP 2
AUTOMATED
EMAIL SERIES
3 Types of Email
Housekeeping
Edutainment
Strategic
Deeper Dive
on Strategic Emails
Weigh-ins
Ask for referrals
Ask for reviews
Testimonials
Upsell &
Ascend
STEP 3
That Personal Touch
Accountability
Birthday messages
Phone Call Ideas:
Before program starts set them up for success
Second day of program start date to see how they are doing and feeling / answer questions
First Week - check in
30-60-90 days after that (or as needed)
Text Message Ideas: (1-2 texts per week)
First day: Great job! So proud of you!
Habit Catalyst
STEP 4
MAIL
Create Community & Family
Welcome new members
Safe space
Celebrate milestones
Answer questions
Special annoucements
Sample Posting Structure:
Monday-
Challenge of the week
Tuesday-
Engagement
Wednesday-
What’s Cookin’
Thursday-
Tip Thursday
Friday-
Weekend Warrior Workout

PART 3:
Tracking & Automation
for Onboarding!
Regardless whether people join tomorrow or they join in 3 months, you want them to have that same high level of experience -
Consistency is the KEY!
EVERY.
SINGLE.
TIME!
Don't let anything fall
through the cracks!!!
NOTHING.
NOTHING.
NOTHING.
Level 2:
17 Hats / Trello (free) / Active Campaign
Level 3:
Infusionsoft / Ontraport
Level 1:
Google Spreadsheets (free)
SEPARATE YOURSELF
NOW
RIGHT
freaking
Full transcript