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

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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