• Nailing Your Client Onboarding Process
    2024/09/17
    Show Notes Summary Welcome back to Behind the Online Business! In this episode, we’re diving into one of the most crucial, yet often overlooked, aspects of running a service-based business—your client onboarding process. Whether you're a seasoned entrepreneur or just getting started, perfecting your onboarding experience can make all the difference between a successful, long-term client relationship and one that fizzles out early. Key Points Why Client Onboarding is Essential: Understand why your onboarding process is more than just logistics—it’s the key to building trust and setting the foundation for a positive client experience. Step-by-Step Guide to Onboarding: I break down a simple, actionable onboarding process that includes everything from the initial welcome email to setting up your project management tools.Tools & Systems You Need: Learn about the best tools that will help streamline and automate your client onboarding process, including ClickUp, Moxie, and more.How to Set Clear Expectations: Discover the importance of setting clear goals, timelines, and communication methods with your clients to ensure a smooth workflow. Resources Mentioned *ClickUp: For project and task management.*Moxie: For managing contracts, invoices, and automating parts of the onboarding process.*Google Drive: For easy document sharing with clients.Need help setting up your onboarding system? Let’s chat! How to Connect Subscribe to the Online Business Bliss on your favorite podcast platform. Leave a comment and share your feedback—it's greatly appreciated!Apply⁠ to be the next Featured Guest on the show, or nominate someone!If you found this episode helpful, don’t forget to subscribe and leave a review on your favorite podcast platform! Have questions about onboarding or need some guidance on streamlining your systems? I’d love to hear from you—reach out to me on social media or reply to this episode’s post. Instagram: @chenieceobm Website: cheniece.com Email: cheniece@cheniece.com Join the Behind the Online Business Community! Don’t forget to subscribe to my email newsletter The Check-In for even more tips on thriving in your business and personal life. You’ll get exclusive content, resources, and updates on new podcast episodes sent straight to your inbox! Conclusion Thank you for tuning in to the inaugural episode of Online Business Bliss. Be sure to subscribe, leave a review, and join us on this journey of growth, learning, and transformation. Until next time, take care, and remember to live a life that brings you joy and fulfillment. About Welcome to Behind the Online Business—your go-to podcast for business insights, inspiration, and a whole lot of real talk. As an Online Business Manager (OBM) and business strategist, I’ve helped countless entrepreneurs streamline their operations, scale their businesses, and reclaim their time so they can focus on what truly lights them up. I know firsthand the importance of having the right systems, support, and strategies in place to not only survive but thrive in the online business world. Building your dream business shouldn’t feel like a constant uphill battle. It’s about creating something sustainable and fulfilling, something that supports the life you want to live. Here, we’re all about finding your bliss in business—doing more of what you love and less of what you don’t, and designing a life that feels aligned with your values and goals. *: affiliate link
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    14 分
  • Trailer
    2024/09/09

    Behind the Online Business

    The podcast by Cheniece Patrick of Cheniece Patrick OBM

    Resources Mentioned

    • FREE Business Operations Starter Kit (+ ClickUp Template)
    • Email Community


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    3 分
  • A Day in the Life (of Me)
    2024/09/08

    Show Notes

    Summary During this newest episode of Behind the Online Business, Host Cheniece Patrick tours the listener along the many different activities and steps during a standard weekday in her life as a Wife, Mom of two toddlers, and Online Business Manager with the work of multiple active clients on the schedule.

    Key Points

    • In the early morning, Cheniece gets active as a Mom to her children as her whole family starts its day.

    • During her working day, Cheniece shifts from one activity to the other in a methodical and planned approach to her work load and obligations needing to be met.

    • At the end of the day, Cheniece ceases work for her business and indulges within family and personal time before she heads to bed.

    Resources Mentioned

    • ⁠ClickUp⁠ is the Project Management tool of choice of Cheniece Patrick, as she is also a Verified ClickUp Consultant who performs platform-related services for her clients often. She uses this tool to manage all of her professional and personal tasks and different client projects so that nothing can slip through the cracks. Enjoy 10% off with ⁠this link⁠!

    • Stay tuned for future episodes where Cheniece will dive deeper into various topics such as wellbeing, work-life balance, self-care, productivity, and more.

    • Explore Cheniece's website (⁠cheniece.com⁠) for additional resources and information about her professional services.

    How to Connect

    • Subscribe to the Behind the Online Business on your favorite podcast platform.
    • Leave a comment and share your feedback—it's greatly appreciated!
    • ⁠⁠Apply⁠⁠ to be the next Featured Guest on the show, or nominate someone!
    • Connect with Cheniece at her ⁠⁠homepage⁠⁠ or on social media (⁠⁠@chenieceobm⁠⁠) and ⁠⁠join⁠⁠ her inbox publication community.

    Conclusion

    Thank you for tuning in to this episode of Behind the Online Business. Be sure to subscribe, leave a review, and join us on this journey of growth, learning, and transformation. Until next time, take care, and remember to live a life that brings you joy and fulfillment.

    About

    Welcome to Behind the Online Business—your go-to podcast for business insights, inspiration, and a whole lot of real talk.

    As an Online Business Manager (OBM) and business strategist, I’ve helped countless entrepreneurs streamline their operations, scale their businesses, and reclaim their time so they can focus on what truly lights them up. I know firsthand the importance of having the right systems, support, and strategies in place to not only survive but thrive in the online business world.

    Building your dream business shouldn’t feel like a constant uphill battle. It’s about creating something sustainable and fulfilling, something that supports the life you want to live. Here, we’re all about finding your bliss in business—doing more of what you love and less of what you don’t, and designing a life that feels aligned with your values and goals.

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    14 分
  • Journey to OBM
    2024/09/07

    Show Notes

    Summary

    In this initial episode of Behind the Online Business, Host Cheniece Patrick details to the listener her own personal journey of online entrepreneurship with the back story of the development of her Online Business Management consultancy business, Cheniece Patrick OBM.

    Key Points

    • Cheniece’s foundational stages, skill building, and preparation
    • The early work Cheniece performed with her first 1-to-1 entrepreneur clients
    • How Cheniece continued to establish a professional presence for herself

    Resources Mentioned

    • Stay tuned for future episodes where Cheniece will dive deeper into various topics such as wellbeing, work-life balance, self-care, productivity, and more.
    • Get your FREE Business Operations Starter Kit!
    • Explore Cheniece's website (cheniece.com) for additional resources and information.

    How to Connect

    • Subscribe to the Behind the Online Business on your favorite podcast platform.
    • Leave a comment and share your feedback—it's greatly appreciated!
    • Apply to be the next Featured Guest on the show, or nominate someone!
    • Connect with Cheniece at her homepage or on social media (@chenieceobm) and join her inbox publication community.

    Conclusion

    Thank you for tuning in to the inaugural episode of Behind the Online Business. Be sure to subscribe, leave a review, and join us on this journey of growth, learning, and transformation. Until next time, take care, and remember to live a life that brings you joy and fulfillment.

    About

    Welcome to Behind the Online Business—your go-to podcast for business insights, inspiration, and a whole lot of real talk.

    As an Online Business Manager (OBM) and business strategist, I’ve helped countless entrepreneurs streamline their operations, scale their businesses, and reclaim their time so they can focus on what truly lights them up. I know firsthand the importance of having the right systems, support, and strategies in place to not only survive but thrive in the online business world.

    Building your dream business shouldn’t feel like a constant uphill battle. It’s about creating something sustainable and fulfilling, something that supports the life you want to live. Here, we’re all about finding your bliss in business—doing more of what you love and less of what you don’t, and designing a life that feels aligned with your values and goals.

    続きを読む 一部表示
    14 分