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Orientation Essentials

InfoMinute Seminar

New clients learn what to expect in terms of their participation and responsibility, in order to get the best results from me, when we collectively decide on a concierge-style communication/ working agreement. We go over expectations including showing property schedules and hours of operation, and a signed agreement called The Promise promising my clients I will deliver a 5-star experience with extra commitments detailed out in that agreement, and I always connect new clients with past clients to provide that extra level of peer-driven rapport.&nbsp;
Compiling notes and a plan of action fit for my clients' life situation at the end of a consultation is the goal for onboarding. We will meet together with all decision makers, uncover what is important to them and (mostly) why it is important to them.&nbsp;
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The MentorCoOrdinator selects three mentors for each new Member, so they learn from friends.
<ul>
<li>What is the onboarding process in your company?</li>
<li>How do new clients learn what to expect in terms of their participation and responsibility, in order to get the best results from you?</li>
</ul>

Jeni Thomas

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