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:
Î 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? Î 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? Î 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?
Suggested Activities:
Î Whiteboard Coaching: On the left side of a whiteboard, write down how the individual would describe their current onboarding process. On the right side of the board, write down how the individual would describe the company’s ideal expectations of the onboarding process for new clients. Then, erase the left side of the board and work with the individual to create a strategy for implementing the company’s defined onboarding process.
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