My new step-by-step program to get you your first automation customer is now live! Results guaranteed. Apply fast: skool.com/makerschool/about. Price increases every 10 members 🙏😤
Hi Nick. Amazing content. I signed up to join your community and also applied via Skool. Can you tell me when access to the community will be given. Thanks 👍
So stripe is not supported in my country, since we are outside the US but even still the payment gateways that I got all refused to support my agency business since they term them as professional services. I am looking to incorporate wise transfer but there is no clear instruction on how to do it on wordpress.
00:00:00 - Introduction and Overview 00:00:23 - No Gatekeeping: Full Transparency 00:00:46 - The Three Big Problems Onboarding Solves 00:01:40 - Understanding the Problem Space 00:02:01 - Problem 1: Buyer Remorse 00:02:26 - Sales Perspective on Onboarding 00:03:20 - Turning Buyer Remorse into Buyer Gratitude 00:04:09 - Problem 2: Client Expectations 00:05:18 - Client Expectations in Automation 00:05:48 - The Paradox of Client Expectations 00:06:16 - The Importance of Framing Expectations 00:07:30 - Setting Communication and Timeline Expectations 00:08:22 - Problem 3: Logistics 00:08:45 - Handling Credentials and Subscription Plans 00:09:06 - Minimizing Friction and Ensuring Professionalism 00:09:31 - Solutions to the Three Big Problems 00:09:58 - Solution 1: Transactional Alerts 00:11:05 - Solution 2: Expressing Gratitude 00:13:31 - Solution 3: Perception of Progress 00:15:57 - Building Simple Systems for Onboarding 00:17:29 - Automating the Thank You and Welcome Emails 00:21:29 - Setting Delays and Sequences in Automation 00:24:22 - Client Expectations: Communication and Timeline 00:26:46 - Client Expectations: Setting a Generous Timeline 00:28:22 - Examples of Setting a Timeline 00:29:29 - Defining the Win Condition 00:32:04 - Handling Logistics: Itemizing Platforms and Onboarding Calls 00:34:27 - Dealing with Two-Factor Authentication 00:35:10 - Onboarding Call Template 00:37:03 - Explaining the Schedule of the Call 00:38:42 - Final Thoughts on Onboarding 00:39:28 - Onboarding with a Small Team 00:40:13 - Improving Your Reputation through Onboarding 00:41:00 - Conclusion and Additional Resources
Amazing Nick, You're a gold mine of good content and useful/ready to deploy informations. I've took your upwork proposal builder and enhance it with a conditional prompting using AI and it works amazing
00:48 - Onboarding Process 01:35 - Three Main Problems Solved by Onboarding 02:16 - Problem 1: Buyer Remorse 02:48 - Problem 2: Client Expectations 03:25 - Problem 3: Logistical Issues 05:40 - Detailed Discussion of Buyer Remorse 07:10 - Detailed Discussion of Client Expectations 08:30 - Detailed Discussion of Logistics 10:00 - Frontloading the Process 11:15 - Examples of Client Gratitude Emails 12:30 - Sending Automated Gratitude Emails 15:00 - Setting Client Expectations and Communication 18:10 - Defining Project Timeline 20:00 - Setting Win Conditions 22:00 - Handling Client Credentials and Two-Factor Authentication 24:30 - Importance of Onboarding Calls 25:45 - Example of an Onboarding Call Script 28:00 - Benefits of a Structured Onboarding Process 30:10 - Summary and Final Thoughts
Incredible Video! Thank you for this! I just have one quick question. When you have multiple clients with bigger projects, do you create a new Chrome Profile for example to stay signed in on every platform? Because sometimes 2FA is still triggered after some time and I would need to contact my client again. I can imagine having a lot of chrome profiles is not really the solution and I am looking for a better one. Thank you🙏
Hey @nicksaraev great content. Can i ask what do you use to record your videos and how do you switch from screen share to camera face view? Thanks in advance and great content.
Can you make a Extract text from uploaded documents. And ChatGPT help for extracting information. Basically my aim to Help the hiring team to shortlist the candidate.
Hey Nick , Really nice video ! I was wondering if I could help you with more Quality Editing in your videos and also make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what do you think ?
Hey Nick, do you actually give your client acces to the make account and flow youve created? isnt it so that they can steal the info and build it up themselves? how do you deal with this?
When you set up these systems, do you actually create a Make account, RSS account, etc for each client? Or do you use your own accounts and just connect their APIs and apps in?
Yes you make accounts for each client, this 1) allows all proprietary data to stay in their hands, and 2) the cost for the amount they want to use the system doesn’t fall on you
Thanks for signing up Imtiaaz. Waitlist is ~450 now and churn is pretty low. Frankly it's probably going to take a few months. If you want to join, please consider annual-I prioritize these because of the commitment 🙏
![ร้อยพ่อพันแม่ - WanMai [Official MV]](http://i.ytimg.com/vi/XY2pNYASEbg/mqdefault.jpg)
My new step-by-step program to get you your first automation customer is now live!
Results guaranteed. Apply fast: skool.com/makerschool/about. Price increases every 10 members 🙏😤
Hi Nick. Amazing content. I signed up to join your community and also applied via Skool. Can you tell me when access to the community will be given. Thanks 👍
So stripe is not supported in my country, since we are outside the US but even still the payment gateways that I got all refused to support my agency business since they term them as professional services. I am looking to incorporate wise transfer but there is no clear instruction on how to do it on wordpress.
Just done with my first client, this video helped me reflected and I see where I can improve .. very very helpful! Thanks for sharing the sauce Nick!
I am running a shopify freelancer business involving VAs and third party agencies and THIS EXACTLY WHAT I WAS LOOKING FOR !!!!!
00:00:00 - Introduction and Overview
00:00:23 - No Gatekeeping: Full Transparency
00:00:46 - The Three Big Problems Onboarding Solves
00:01:40 - Understanding the Problem Space
00:02:01 - Problem 1: Buyer Remorse
00:02:26 - Sales Perspective on Onboarding
00:03:20 - Turning Buyer Remorse into Buyer Gratitude
00:04:09 - Problem 2: Client Expectations
00:05:18 - Client Expectations in Automation
00:05:48 - The Paradox of Client Expectations
00:06:16 - The Importance of Framing Expectations
00:07:30 - Setting Communication and Timeline Expectations
00:08:22 - Problem 3: Logistics
00:08:45 - Handling Credentials and Subscription Plans
00:09:06 - Minimizing Friction and Ensuring Professionalism
00:09:31 - Solutions to the Three Big Problems
00:09:58 - Solution 1: Transactional Alerts
00:11:05 - Solution 2: Expressing Gratitude
00:13:31 - Solution 3: Perception of Progress
00:15:57 - Building Simple Systems for Onboarding
00:17:29 - Automating the Thank You and Welcome Emails
00:21:29 - Setting Delays and Sequences in Automation
00:24:22 - Client Expectations: Communication and Timeline
00:26:46 - Client Expectations: Setting a Generous Timeline
00:28:22 - Examples of Setting a Timeline
00:29:29 - Defining the Win Condition
00:32:04 - Handling Logistics: Itemizing Platforms and Onboarding Calls
00:34:27 - Dealing with Two-Factor Authentication
00:35:10 - Onboarding Call Template
00:37:03 - Explaining the Schedule of the Call
00:38:42 - Final Thoughts on Onboarding
00:39:28 - Onboarding with a Small Team
00:40:13 - Improving Your Reputation through Onboarding
00:41:00 - Conclusion and Additional Resources
Awesome man, nick you really crushed on that topic of on-boarding, i think i don't need to watch any other video again, thank you mate,
Glad you found it valuable Saleem 🙏
12/10 video. Fools-proof guide on how to nail client relationships. Always delivering value. Thanks 🙌🏼🙏🏼
One of the best explanation and breakdown of setting up a solid onboarding system. 💪👍🤯
Another great walkthrough. Thank you!
This is something I think about everyday - thanks for the clear guidance as always.
Nick you are amazing!
I'm super grateful to you for sharing so much useful information and just being you!
You’re the best. Thanks for the value.
Glad I could help 🙏
Amazing Nick, You're a gold mine of good content and useful/ready to deploy informations. I've took your upwork proposal builder and enhance it with a conditional prompting using AI and it works amazing
Just going to leave a huge thank you right now, I haven't even watched this yet, but I'm looking forward to it!! 😍
Nick aka the gift who keeps on giving
You're the gift 🙏 appreciate the insightful community q's man
Great video! How do you handle an API like GPT? Are you having them sign up for their own account in and paying for tokens or are you using your own?
sir pls use time stamps also in ur videos it will help us viewers a lot
00:48 - Onboarding Process 01:35 - Three Main Problems Solved by Onboarding
02:16 - Problem 1: Buyer Remorse
02:48 - Problem 2: Client Expectations
03:25 - Problem 3: Logistical Issues
05:40 - Detailed Discussion of Buyer Remorse
07:10 - Detailed Discussion of Client Expectations
08:30 - Detailed Discussion of Logistics
10:00 - Frontloading the Process 11:15 - Examples of Client Gratitude Emails
12:30 - Sending Automated Gratitude Emails
15:00 - Setting Client Expectations and Communication
18:10 - Defining Project Timeline 20:00 - Setting Win Conditions 22:00 - Handling Client Credentials and Two-Factor Authentication
24:30 - Importance of Onboarding Calls
25:45 - Example of an Onboarding Call Script
28:00 - Benefits of a Structured Onboarding Process
30:10 - Summary and Final Thoughts
Brother that is really great content! I appreciate the transparency in the process development.
Np man go crush it 😤
Thanks Nick for sharing your journey - this is super helpful!
Nick you are the best. Love your content
So much value in this vid 🔥
Incredible Video! Thank you for this! I just have one quick question. When you have multiple clients with bigger projects, do you create a new Chrome Profile for example to stay signed in on every platform? Because sometimes 2FA is still triggered after some time and I would need to contact my client again. I can imagine having a lot of chrome profiles is not really the solution and I am looking for a better one. Thank you🙏
Hey @nicksaraev great content. Can i ask what do you use to record your videos and how do you switch from screen share to camera face view? Thanks in advance and great content.
Leaving a high ROI comment for my best friend
Incredible value as always!
Appreciate you
Nick great i love you bro
Can you make a Extract text from uploaded documents. And ChatGPT help for extracting information.
Basically my aim to Help the hiring team to shortlist the candidate.
could you please add timestamps, it would be super helpful for us
Hey Nick , Really nice video ! I was wondering if I could help you with more Quality Editing in your videos and also make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what do you think ?
Hey Nick, do you actually give your client acces to the make account and flow youve created? isnt it so that they can steal the info and build it up themselves? how do you deal with this?
When you set up these systems, do you actually create a Make account, RSS account, etc for each client? Or do you use your own accounts and just connect their APIs and apps in?
Yes you make accounts for each client, this 1) allows all proprietary data to stay in their hands, and 2) the cost for the amount they want to use the system doesn’t fall on you
Thanks for sharing, super useful for me!
Let's goooo 🔥
Thank you
Hey Nick, signed up via the link to join tje community and also applied via the Skool link. When will access be given? Thanks in advance.
Thanks for signing up Imtiaaz. Waitlist is ~450 now and churn is pretty low. Frankly it's probably going to take a few months. If you want to join, please consider annual-I prioritize these because of the commitment 🙏
Gold!
38:20 once you pop you can't stop
Thank you. Such a great video.