Episode Transcript
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Carly Ries (00:00):
After finally
meeting in person for the first
(00:02):
time in nine years last week,Joe and I are back to being
thousands of miles apart. Butthat doesn't stop us from diving
into one of the most importantand often most overlooked parts
of the solopreneur journey,onboarding. From preventing
buyers remorse to turningcustomers into raving fans, we
break down why onboarding isn'tjust a box to check, but a
powerful part of your successcycle that can fuel retention,
(00:23):
referrals, and repeat sales. Soif you've ever wondered how to
make clients feel great aboutworking with you from day one,
this episode is packed withpractical ideas you can start
planning today. You're listeningto The Aspiring Solopreneur, the
podcast for anyone on the solobusiness journey, whether you're
just toying with the idea,taking your first bold step, or
(00:43):
have been running your own showfor years and want to keep
growing, refining, and thriving.
I'm Carly Ries, and along withmy cohost, Joe Rando, we're your
guides through the crazy butawesome world of being a company
of one. As part of LifeStarr, adigital hub dedicated to all
things solopreneurship, we helppeople design businesses that
align with their life'sambitions so they can work to
(01:05):
live, not live to work. Ifyou're looking for a get rich
quick scheme, this is not theplace for you. But if you want
real world insights fromindustry experts, lessons from
the successes and stumbles offellow solopreneurs, and
practical strategies forbuilding and sustaining a
business you love, you're in theright spot. Because flying solo
in business doesn't mean you'realone.
No matter where you are in yourjourney, we've got your back.
(02:31):
Joe, this is sad. We're hundredsof miles apart again.
Joe Rando (02:35):
Thousands, thousands
of miles apart.
Carly Ries (02:38):
Thousands of miles
apart after. So for those of you
who may not have listened tolast week's episode, even though
you totally should, Joe and Imet for the first time in person
in nine years. When I say thatout loud, we sound ridiculous.
Joe Rando (02:54):
Yeah. But you kinda
sound like we met nine years
ago, but we never met. We'veknown each other for nine years.
We worked together for nineyears on and off, but never met
until last week
Carly Ries (03:03):
Yeah.
Joe Rando (03:03):
In San Francisco
where neither of us live.
Carly Ries (03:05):
I know. Now we're
back in Massachusetts and
Colorado. But we were able totalk about marketing strategy
and the sales process and theplanning phase of both of those
realms last week. This week, Iwanna talk about or at least
wanna start with onboarding. Andso how many conversations do you
think we've had about onboardingin the past, let's say, six
(03:28):
months?
Not even a year. Six months.
Joe Rando (03:30):
Yeah. A lot. And, you
know, it's really important.
Carly Ries (03:35):
Yes.
Joe Rando (03:36):
It's really
important. And it's kind of like
one of those things where it'salmost like you probably should
have a different name becauseyou kinda should never stop. You
know, you're really trying toalways bring people along. but
anyway, I'm gonna let you talk
Carly Ries (03:51):
Well, what I liken
it to, for the buyer's journey,
a lot of people end at the salewhen really the sale is kinda
the beginning with the weddinganalogy. once somebody buys, now
you're married. Now you have tomaintain that relationship and
make people be like, oh, yeah.Did the right thing marrying
this person. But onboarding isso important, it's basically the
delight phase of the buyer'sjourney.
(04:13):
Once somebody makes a sale,that's when you really have to
get in there and make them feelgood about that purchase.
Because so many times, whethersomebody's buying a product or a
service, buyer's remorse kicksin. so it's up to you to make
sure that doesn't happen. it'sso important, we're talking
about the planning phase of thesolopreneur success cycle. So
(04:36):
this is when you're putting allof your ideas down, not
necessarily the implementation.
And the reason why you need tobe thinking about onboarding is
it will save you time in thelong run. It establishes
expectations from the get gowith your new client or
customer. It builds trustbecause you get in front of them
right after purchase, and you'relike, hey, you did the right
thing. Good on you. Like I said,it's part of the delight phase.
(05:00):
It increases retention andupselling opportunities. So if
you can get in there right afterthe purchase, hold their hand,
show them what they did, makethem feel good, you'll have a
lot more opportunities to upsellin the future as well because
you had a good onboarding plan.
Joe Rando (05:18):
Upsell or renew. You
know, just one of the things to
think about is, you go in, let'ssay you're online and you buy
something, and nothing happens.Right? You don't get an email.
This happened to me the otherday, from somebody that I'm very
surprised that happened with,
(05:39):
But, yeah, I've got nothing. Icommitted to a $20 a month
payment, and I've got nothing.And, it's just not how it should
be.
I should have gotten an email.Should have told me what I got,
what I bought, how to use it,why it's a good idea, what I'm
gonna get out of it. remind meall the reasons that I clicked
(05:59):
that buy button. and I gotnothing.
Carly Ries (06:03):
It goes back to the
marriage analogy. When you think
you know your future spouse,then you marry them, they become
a different person.
Joe Rando (06:12):
when I got married,
I'm telling silly stories here.
But one of the things my wifesaid she liked about me when we
were engaged is I've neverreally been into watching
professional sports. I wouldrather be out doing something
than watching TV, so I wasn'treally a professional sports
watcher, which, of course, isn'talways great when you're trying
to bond with guys because it'swhat they like to bond over. so
(06:35):
we get married. The first weekof our marriage, the Red Sox
finally make it into the WorldSeries, like, for the second
time in my life to that point.
And I am sitting there everynight glued to the television
set, she's like, you lied to me.
Carly Ries (06:51):
this is a cultural
thing, not a sports thing. But
anyway, we digress. We couldtell these marriage stories all
day long. But just before we getinto kinda some ideas to kick
off the onboarding process, theother thing is it's really good
for referrals. again, if you cangive somebody the warm and
fuzzies, once they make thepurchase, they'll be like, oh,
(07:12):
Joe, This company, I signed upfor them.
They've done this, this, this.It's amazing. It's so much more
than I even thought it would be.I mean, always exceed
expectations when it comes toyour onboarding process. But
just to get the wheels turning,the first thing with an
onboarding experience is a warmwelcome and preventing that
(07:33):
buyer's remorse. it could besending a personalized message
in a video, and again, itdepends on what you do. If
you're a coach, maybe send thema video. Maybe call them.
actually do that humanconnection portion if its more
one on one experience.Obviously, if you're selling a
product, it's hard to call a lotmore people and do that one on
(07:54):
one.
But you could certainly send apersonalized video if you want
for that, or next steps guide. Idon't know, resource. I'm trying
to think through even ourprocess right now.
Joe Rando (08:05):
Anything that's gonna
help people feel, that they are
gonna get the value from thepurchase, or something that
makes them just feel good aboutyou,
And, again, it really dependshow , we talk about the touch
level of sales. Right? So is ithigh touch where you should
probably call them up and say,hey. You know?
(08:25):
And if it's low touch, ifthey're buying a 1995, gadget
that you sell on Etsy, you'renot gonna be able to call them
on the phone. I hope, or youaren't selling very many if you
have time for that. But, I mean,just something to make them
feel good. I remember I boughtnail clippers one time on I
think it was on Amazon . And Igot a little handwritten note
(08:48):
with the nail clippers justsaying, you know, we really
worked hard to make this a highquality product. And I'm like,
wow.
You know, but it was ahandwritten note. I mean, they
probably cranked them out, but Idon't know. It's just stuff like
that. just something to make youfeel good.
Carly Ries (09:02):
Totally. So once you
make them feel good, then start
delivering your product orservice. Once you've kicked that
buyer's remorse out the door andeverything, make it easy for
them to use your product orcontinue with your service. So
whether that is furtherinstructions on what you need to
do, a q and a, live events.There are so many different
(09:23):
options, but make the receivingpart of your product or service
enjoyable as well.
Again, the whole point ofonboarding is to make them feel
good about their purchase. Andthat doesn't stop. Like you were
saying, it's funny that we callit onboarding, because really
it's called the delight phase ofthe buyer's journey.
Joe Rando (09:42):
Because there are so
many different ways. You know,
Sweetwater, they are a musicalinstrument seller online. And
whether I buy an expensiveguitar or, a cable from them, it
comes with a little bag ofcandy.
Carly Ries (09:54):
Yes.
Joe Rando (09:55):
And I know that's
goofy, but there's a little bit
of just something like, hey. Youknow, we're thinking about this.
We're thinking about you. And,I'm not saying that a gimmick is
gonna make up for really caring,but just depending on what
you're doing, there are justways of kind of standing out a
little bit. But the main thingis to make sure that people feel
like you care about them, thatyou've got their back, that
(10:16):
you're doing what you said youwere gonna do, and then, you
know, it all flows better fromthere.
Carly Ries (10:22):
Yeah. And then once
they have your product and
service in hand, help them findsuccess with it. Check-in on
them and say, hey, how arethings going? Here are some q
and a's that some of my previousclients or customers have found
helpful. Here are sometutorials.
I have a whole library oftutorials that could help you
figure out x y and z. Hey, Inoticed you're doing my online
(10:43):
course. Are you struggling? Wehave an online group, support
group that can help with this.just because they have your
product, that doesn't mean theyknow how to use it, or use it
well. Remember Kevin that we hadon? he created a theme for
HubSpot websites that he's done,like, over a million. This is
(11:03):
going back a couple of yearsago. He had done over a million
dollars in revenue selling thisone website theme. but he's
always reaching out. He's alwayssending little updates, but he
has this thing I think he callsit the happiness center, and
it's basically a bunch of videosof how to use his stuff that you
can go to, and he'll remind youabout it in an email every once
(11:23):
in a while. You can go there.Whatever you wanna do, click on
the video. It shows you how todo it.
Joe Rando (11:27):
And, he really gets
it. you know, kinda keeping
that, I care about you. I wannamake sure you're successful.
Here's some stuff to help you,kind of attitude.
Carly Ries (11:38):
Yeah. And then once
they find success with your
product or service, turn theminto fans, and then turn those
fans into evangelists. Becausethose are the people that will
start referring your business.They'll be telling their friends
about it. You'll be at a dinnerparty, and the name of your
business will come up becausethey're just so excited and want
to share.
And that makes your salesprocess so much easier. It makes
(11:58):
your lead generation so mucheasier. I mean, if you can turn
these people into super fans,they'll end up doing the selling
for you,
Joe Rando (12:06):
Any secrets to that?
Like, kinda taking them from
that kind of evangelist to superfan, or am I mixing up the terms
here?
Carly Ries (12:14):
No. I mean, it's
just to continue nurturing,
continue fostering thatrelationship even after they've
found success with your projector service. Because that's where
a lot of people fall out.They're like, okay, they
succeeded.
Bye. And then I mean it's acycle. I feel like we've been
talking about loops and cycles alot the past two weeks. But it
(12:36):
really is like once they'vefound success, continue to woo
them. Continue to keep thatspark alive, I guess, is what
we'll say.
It's funny because even thecompany that we work with from a
podcast guest standpoint for us,I remember when I got the
notebook from them and apersonalized card and a pen, and
it was just cute. Or evendummies. The dummies team did
(12:58):
such a good job. The team overat Wiley sent us cool swag like,
wear my dummies shirt. I have mylittle, bag that I bring for
groceries.
And I just felt very VIP. I getthat there's so many other
authors out there. I get thatthere are so many other podcast
guests out there. But in thatmoment, I felt like I was
(13:18):
carrying the company. I waslike, oh, look what I have.
And just continuing to make themfeel important. That doesn't
mean you have to talk to themevery day. It doesn't even mean
that you necessarily have totalk to them every week. But
just don't forget about them.Once they have found success,
continue to check-in.
Maybe that's meetups. Maybethat's, hey, we have a new
(13:40):
feature. Again, the upsellopportunities. We know you found
success with x y z. Have youconsidered this? And then you
restart the cycle again. Soonboarding, like you said, is
funny because it never ends. Butit doesn't have to be as
consistent as further parts ofthe onboarding process as in the
(14:01):
beginning when you need a lot oftouch points.
Joe Rando (14:03):
Yep. Cool.
Carly Ries (14:04):
Well, that's my
spiel for today. I just wanted
to give my 2¢ because I feellike we are always revising our
onboarding process. You likelywill not get it right the first
time, but hey, you're asolopreneur. And we're all in
this together. So Joe, anyway,that's all I have.
Listeners, thank you so much fortuning in today. As always,
please leave that five starreview. Subscribe on your
(14:26):
favorite podcast platform, andshare this episode with a friend
if you think they'll find ithelpful, which we think they
will. And we will see you nexttime on The Aspiring
Solopreneur.
Joe Rando (14:35):
I just wanna say,
this is the episode where you
actually really do go and leavethe five star review because we
haven't had one in a while. Ithink we should start naming
people that give us five starreviews, and maybe then we can
send them something, I don'tknow. We don't have bumper
stickers. A laptop sticker. whatdo you think?
Carly Ries (14:55):
I like it. Go over
all my best ones on the back of
my laptop.
Joe Rando (15:01):
I'm gonna get on that
right after you get off of this
podcast.
Carly Ries (15:05):
Sounds good.
Joe Rando (15:06):
See you. Bye.
Carly Ries (15:10):
You may be going
solo in business, but that
doesn't mean you're alone. Infact, millions of people are in
your shoes, running a one personbusiness and figuring it out as
they go. So why not connect withthem and learn from each other's
successes and failures? AtLifeStarr we're creating a one
person business community whereyou can go to meet and get
advice from other solopreneurs.Be sure to join in on the
(15:30):
conversations atcommunity.lifestarr.com.