How to Onboard Your Clients Efficiently and Effectively


Our monthly masterclasses combine the power of Coachmetrix with the latest thinking and ideas in leadership and executive coaching. These masterclasses are exclusively for Coachmetrix subscribers and registration is required to attend.

The focus of the February Best Practices Masterclass is How to Onboard Your Clients Efficiently and Effectively

By the end of the session you will:

        • Understand the importance of your clients activating their account from the beginning.
        • Develop a comprehensive Welcome Kit to guide your clients through the onboarding process.
        • Leverage Assignments to reinforce the deliverables with deadlines.
        • Gain insight into the sequence of events and identify opportunities to implement.
        • Engage in Q&A with like-minded, highly successful leadership and executive coaches.



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