Retainment Archives - Jena Paulo Virtual Solutions
Onboarding Made Simple

“Onboarding clients is the first step in their journey with your product or service. Simply stated, it’s the process you use to introduce new clients to your company. It’s akin to employee onboarding, which shares the goal of building long-lasting, mutually beneficial relationships.” – Becky Simon at SmartSheet.com Why does the onboarding process matter? Think about a company you […]

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What is offboarding?!

The technical definition for client offboarding is, “the process that leads to the formal separation between a service provider and a client through the completion or termination of service or contract.” Brian Anderson The informal way of approaching it is all about leaving your client better than they started, with questions answered, and a memorable […]

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Retain Clients in Your Service Based Business

Let me blow your mind real quick when it comes to retaining clients in your service-based business. As much as the industry wants you to think that your focus in business should be acquiring new clients, retaining clients in your service-based business is cheaper and easier both in terms of money and time. You think I am […]

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Five Dos and Donts of Project Management

Why do you need project management when working with clients? Operating without a solid understanding of the why, how, who, and when of any project can lead to serious misalignment regarding client goals and results. You most definitely don’t want to get to the end of a project just for your client to turn around […]

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High Quality Client Expereince

A high-quality client experience solidifies for your clients that you care, because you do. This is where they see you go that extra mile and give that last piece of value, so take the time to set up a flow that includes emails, reminders, and lists that include these very important steps.

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