Onboarding New Clients
Suggested Strategy: Using knowledge-based questions and having the
individual teach their knowledge back to you, you can pinpoint the area
of the onboarding process that you most need to work on with the
employee you are coaching.
Suggested Questions:
→ Teach Me + The Sword: So that I don’t make any assumptions of your
level of knowledge, because that would be unfair to you, could you
please walk me through your understanding of our onboarding process?
→ Rating Question: On a scale of one to six, with six representing that
your onboarding process is in complete alignment with the expectations
of the onboarding process set by the company, and one being that you
are on the opposite end of the spectrum, where would you rate yourself
and why?
→ Self-Actualized Question: What actions do you think you must take to
move toward a six and have your onboarding process be in complete
alignment with company expectations?
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