Lunch and Learn: Boost your client journey and elevate your business

Karen Skidmore
Karen SkidmoreKaren Skidmore

Posted: Mon 29th Jan 2024

In this Lunch and Learn, Karen Skidmore shares the strategic relevance of client onboarding, not just as a procedural formality but as a critical element that influences both commercial success and client satisfaction.

Learn how a positive onboarding experience contributes to client loyalty and engagement and uncover a five-step onboarding process. We're talking about the legal stuff, getting those invoices in order, creating a super cool welcome pack, keeping the communication lines open and marking those important review dates on the calendar.

Karen is a business strategist and catalyst with over 25 years of commercial experience and almost two decades of running her own coaching companies and consultancies. She’s also a Business Book Awards Finalist, menopause champion and regularly speaks about the importance of purposeful, profitable growth.

Key takeaways from this session:

  • Find out why onboarding is crucial – both for commercial success and an enhanced client experience

  • Discover how it feels as a customer when onboarding is done poorly

  • Learn the five-step onboarding process

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Karen Skidmore
Karen SkidmoreKaren Skidmore
Small business growth mentor, author & menopause champion. After initial career with Hays Plc as a director in their recruitment division, Karen started her first coaching business in 2004, has continued to run her own consulting and coaching businesses since and has worked with hundreds of consultants and coaches over the past 20 years.

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