BRX Pro Tip: Should Your Business Have a Welcome Committee for New Clients?
Stone Payton: And we are back with Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, let’s chat a little bit about this idea of your business actually having a welcome committee for new clients.
Lee Kantor: Yeah, I think anything you can do to onboard somebody efficiently and effectively is super important in today’s world, especially in professional services business, like coaching.
Lee Kantor: Anything that you can do to smooth that process from them, buying something to actually getting started and effectively using whatever it is you’re selling as fast as possible should be a priority, and a welcome committee is a nice step to add that really holds the hands of your client to help them go through the process. And it allows you to be proactive and thoughtful, and you can onboard that client in a way that is going to set the stage for a positive and long lasting relationship.
Lee Kantor: So, if you’re thinking about creating an effective welcome committee, here are some ideas to get that going. Number one, this is a team effort. You have to have team members involved in the welcome committee to build these relationship building moments with the new client, introducing themselves, and then providing value to that new client.
Lee Kantor: Schedule an initial meeting to align, obviously, on goals, expectations and timelines, that should be part of what the welcome committee is doing. And then, never forget to add an element of surprise and delight. Anything you can do to personalize and to elevate the experience from something transactional to something relationship oriented is going to serve you.
Lee Kantor: Don’t forget to do, you know, kind of the blocking and the tackling when it comes to sending some branded items like notebooks, pens, or mugs as part of a physical welcome packet, that, too, will help nurture those relationships and get the relationship off on the right foot.
