Client Onboarding
Client Onboarding Sprint
You can't scale your business if you are constantly losing clients.
Harness
client onboarding
4-week system sprint
Build your churn-busting
client-success system and
watch your business climb.
You can't scale your business if
you are constantly losing clients.
Harness
client onboarding
4-week system sprint
Build your churn-busting
client-success system and
watch your business climb.
HOW THE ASSESSMENT WORKS ...
1. Take the short online assessment
The assessment is a series of questions that require your responses from multiple choice options and only takes 10 minutes. It is designed to diagnose how your current client onboarding system performs in x distinct areas.
2. Get instant access to your report
You'll receive a downloadable copy of your report with your performance grade for each area of your client onboarding system.
3. Optimize your client onboarding system
Accompanying your scores you'll find advice on what areas can be worked on to optimize your client onboarding system.
Your client onboarding is holding you back. Now is the time to make it a priority and harness its power to grow your business. Our 4-week Client Onboarding System Sprint will help you build your own churn-busting client-success system.
Stuck?
Are you tired of feeling like you're stuck on the ledge of a cliff-face you’re trying to climb?
Deep down you know what got you this far isn’t going to get you where you want to go - to the top!
Are you struggling with client churn? Constantly chasing sales to replace the customers you’re losing each month and prevent sliding backwards?
Or do you have to slow down, or even stop selling because your operations can barely handle the strain of their current load, let alone take on more work?
Hang on to Good Clients
Onboarding new clients is one of - if not THE - most important processes in your business and is the key to unlocking business growth.
Not having a good client onboarding process is one of the costliest mistakes you can make, negatively impacting your:
Customer churn rate
Customer lifetime value (LTV)
Customer acquisition cost
Number of new client referrals
Staff efficiency and satisfaction
Business capacity and team size
Ability to take on new clients
Client Onboarding
Our guided ascent of your client onboarding challenges will result in:
Happy customers...
That stay with you longer (decreased churn)...
And spend more (increased LTV)...
Who will be much more likely to rave about your service and refer you other customers...
So you’re not always chasing new leads to replace the dissatisfied clients you lose every month (decreased customer acquisition cost)
Your team will be set up for success, to focus on value-adding service rather than mundane, repetitive tasks that are better automated
You'll feel calm and excited about the opportunity to drive more new customers into your client-success system
Harness
Whether you're a business owner or operations manager, we understand the challenges you face in scaling your business while ensuring smooth operations and profitability.
That's why we've created Harness - to equip you with the systems knowledge and powerful tools that not only simplifies your business, but gives you the confidence to press forward to achieve your goals.
Harness Approach
We systematically break down your Client Onboarding challenge into 4 distinct, manageable steps, then empower you and your team with the systems thinking, tools and guidance to take your business to the next level in 4 weeks. Weekly 1:1 calls, unlimited emails/messages, we'll support you to get it done!
Week 1:
System Performance Analysis
Understand where and how your client onboarding process is falling short of company objectives and customer expectations.
Week 2:
Workflow Analysis and Process Mapping
See where the gaps are and how your processes may be improved to meet company objectives and exceed customer expectations. Together we'll map out your process in our free software.
Week 3:
Creating your System Resource Plan
Identify all of the inputs that go into your client onboarding process such as your team members’ time, software used and other required resources. Create your process project plan and start capturing your missing procedures and documentation.
Week 4:
Bringing it All Together
We'll review all the pieces, troubleshoot any issues, and ensure you have metrics in place to track your new system.
Frequently Asked Questions
How do I know that it will work for me?
Harness Your Client Onboarding 4-Week System Sprint is not a secret recipe, magic formula, or one-size-fits-all template. This will work because it does apply fundamental principles of systems design thinking to your specific business: understanding where you're at, where you want to be and breaking down the steps in the process to get you there. Harness' systematic approach is the safety net that ensures you keep moving forward.
Get started by applying here!
How much does it cost?
Harness Your Client Onboarding 4-Week System Sprint program is a $2,000 USD investment for the first 5 people in our BETA group.
What do I get?
You'll get a 1:1 call with us each week. During these calls we'll get things done and give you and your team some homework (with guidance).
You can email or message us any time in the 4 weeks.
Don't worry, we won't leave you high and dry if you con't finish everything. We want you to succeed and will support you until you have your new process and resources plan mapped out and ready to implement.
We've got you!
We've designed systems for:
WE'VE DESIGNED SYSTEMS FOR
Who do we work with?
A business is most ready to work with us if they:
Have a minimum of 5 full-time team members
Have a proven range of services generating minimum high 6 to 7-figure revenues
Are onboarding more than a few new clients or employees each month
Have plans to scale, franchise or sell their business
They understand the importance of solid systems
Sound like you?
Our Signature Process
assess and discover improvements to your BUSINESS PROCESSES resulting in a system design plan ready to implement the required QA and resources that will make it rock!
ONE DAY . . .
Our experienced Systems Designer will join you for one day of on-site meetings and interviews to assess one of your key business systems and facilitate opportunities for improvement.
ONE WEEK . . .
In one week we deliver your systems assessment report, your improved process mapped out with required resources, and tech stack options to implement your new system.
ONE MONTH . . .
In one month we work with you to select the best option for your tech stack and create a brief and project plan to manage the implementation.
IMPLEMENTING YOUR BUSINESS SYSTEM MAY REQUIRE ANYTHING FROM SOME SMALL CHANGES TO A COMPLETE REVISION OF YOUR TECH STACK. We provide 3 tech stack options that are as simple as ABC AND WE PROJECT MANAGE THE IMPLEMENTATION FOR YOU.
A: DONE FOR YOU
Use our preferred stack and we'll implement it and support it for you.
B: DONE WITH YOU
We provide and manage a developer to create a new stack with any existing software that you want to retain
C: DO IT YOURSELF
We provide a brief to guide your team to reconfigure your existing stack
OUR DYNAMIC DOCUMENTATION SERVICE trainS your team on how to easily create SOP videos as they work on their every day tasks. Our team THEN creates click by click SOPs with screenshots and transcribed instructions.
SOP RECORDING TRAINING
We host a SOP training workshop to teach the team how to record SOP videos.
SOP DOCUMENTATION
Our team creates click by click SOPs with screenshots and transcribed instructions and manages ongoing updates.
MULTIPLE SOP FORMATS
SOPS can be output as docs and embedded links to deploy in your Project Management system or Harness Belay App.
SOPS ARE NO GOOD BURIED IN MULTIPLE LAYERS OF FOLDERS, COLLECTING DIGITAL DUST. THEY NEED TO BE CONTEXTUALLY INTEGRATED INTO YOUR TEAMS WORKFLOWS.
PLUG AND PLAY WORKFLOWS
We can export all of your SOPs linked in tasks for your PM software.
DYNAMIC SOP DEPLOYMENT
Our HarnessHQ app stores, organises and dynamically creates tasks with linked SOPs in your PM software.
HARNESS BELAY APP
Our Chrome extension automatically suggests which SOPs you need and when, and displays them so you can follow them whilst performing your tasks.
One place to monitor the health of all your vital business systems and track them against your business goals and KPIs
HARNESSHQ CEO DASHBOARD
One place to monitor the health of all your vital business systems and track them against your business goals and KPIs
SYSTEMS MEASUREMENT TRAINING
How to identify the most important measures of your system's success and ensure that your system KPIs align with overall company goals and objectives.
SYSTEMS ROI CALCULATOR
Use our calculator to determine the impact of system improvements in terms of equivalent sales and savings to your bottom line.
DELIVERED AND SUPPORTED BY A TEAM CERTIFIED AND EXPERIENCED IN MARKETING, SYSTEMS DESIGN AND ONLINE BUSINESS MANAGEMENT
© 2022 Harness Online Business Management