40. Copy Your Onboarding Might Be Missing

Now, onboarding copy in small businesses may look different from large businesses.

So if you found this podcast and you are potentially an employee for a large corporation, you might say, wow, Sam, I had no idea that my company did this much behind the scenes to get people into our orbit.

But if you were a small business owner, we have to wear all of the hats.

We are marketers.

We are financiers.

We are managers.

We are strategists.

And all of that comes to play in the client acquisition process.

So I'm going to make a few assumptions here.

I'm going to make the assumption that the person listening to this is a service provider, that you are offering done for you services, and that you are selling through sales calls.

The other assumption here is that you have some sort of CRM or customer relationship management system.

This looks different for all of us and it might be aspirational for you.

But the two that I work with the most often with myself and my clients are a client of Dubsado, D-U-B-S-A-D-O.

Or HoneyBook is the other popular one in the small business space.

Some people are also leveraging Notion and Google to do things like collect signatures and automate emails.

But the two CRMs that I find that are most common in the small business space are Dubsado and HoneyBook.

Other ones that you may be using include HubSpot is a big one, especially for companies who are over a couple million dollars.

So I've worked with all of those.

They all have very similar flows.

People who are experts in them might say, Sam, they are not similar at all.

How dare you? But again, we are basing off the assumption that you are a service-based business owner and that you're going to need these processes if you don't have them in place already.

If you have them in place already, continue listening because I might have some copy ideas that help you make even more money from the systems that are supporting you.

Let's go.