Are Onboarding Meetings Necessary?

If you’re anything like me, introverted and secretly admiring people who can interact with other people without feeling drained after 30-minutes, then the thought of committing to lengthy onboarding meetings can be cringey. 

If you’re nothing like me and you love to chat it up with your clients, then the thought of having an onboarding meeting with your clients is as exciting as waking up to breakfast in bed – if, of course, you’re a breakfast eating kinda person.

Deciding whether or not to have an onboarding meeting with your clients can be a hard decision, so hopefully, some of the questions below can help you make your decision!

First thing’s first, what do you want? – weren’t expecting that question, huh?

After all, it is your business. You should be comfortable serving your clients and if you have extreme social anxiety, having an onboarding meeting is not a necessity. You can honestly hire someone like a Virtual Assistant or an Online Business Manager to do those things for you.

What would you go over during the meeting?

If you’ve ever been invited to a meeting that could’ve been an email, then you can understand the importance of having something important to share with your clients during their onboarding meeting. 

If you have a ton of valuable information to cover, it’s probably best that you or an employee have a meeting with your client to discuss the next steps. 

Are your clients requesting to meet with you?

From a client’s point of view, there’s nothing worse than the feeling of not knowing what the heck is going on after spending hard-earned cash on a dang service.

If multiple clients are asking you a million questions after they’ve signed their contract and paid their invoice, you may need to squeeze an onboarding meeting into your client process. Structure it by answering some of your most commonly asked questions. Give the people what they want, lol, but seriously. 

Hopefully, those questions helped you out a little! If I think of any more I’ll be sure to add them to this post at a later date. 

If you’re interested in adding virtual onboarding meetings to your client process, but don’t know where to start, here are a few platforms I’ve used:

• Calendly allows you to schedule appointments and accept invoices. It also integrates well with google calendar.
• Dubsado is an all-in-one client relationship management platform that allows you to schedule appointments, attach forms to your schedule and accept invoices. It integrates well with google calendar and can be embedded directly on your website.
• Zoom and Google Meet are both online meeting platforms that create custom links for virtual meetings. You can easily set these links as the location in your Calendly or Dubsado schedulers for easy access to join the meeting.

Need someone to help you manage things behind the scenes in your business so you can have more time to meet with your awesome clients? Check out my Online Business Management Services here.

That’s all for now, thanks for reading!