54: Skills Breakdown: Supporting Client Onboarding

21/08/2025 16 min
54: Skills Breakdown: Supporting Client Onboarding

Listen "54: Skills Breakdown: Supporting Client Onboarding"

Episode Synopsis

In this Skills Breakdown episode, Amanda shares the skills needed to support clients in their client onboarding processes. She emphasizes the importance of understanding different onboarding processes tailored to specific client needs and the significance of creating a smooth onboarding experience. Amanda provides insights into the types of client onboarding, the goals and deliverables expected, and key questions to consider when developing an effective onboarding system. Connect With Amanda: amandamcvicker.com Instagram: @AmandaMcVicker_OBM Want to find out if you're ready to be an OBM? Take the quiz: https://www.amandamcvicker.com/quiz  Grab Your First 30 Days as an OBM Calendar, walking you through everything you need to do to start your OBM business: https://www.amandamcvicker.com/30-day  Learn the skills needed to be a stand-out OBM by downloading The OBM Tech Stack: https://www.amandamcvicker.com/obm-tech-stack Want to be a guest on The OBM Educator? Fill out this form: https://forms.gle/WCRrVx6VASG9Krit5