Create an epic online client experience with smart systems + simple automations
Episode description
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In this episode of the Visionary Rising Podcast, the host and guest Harriet Evans discuss the critical aspect of client onboarding for business owners in 2025. Harriet, a client experience and systems strategist, shares her journey from being a virtual assistant to focusing on Dubsado and ClickUp to help businesses streamline their onboarding and client management processes. They cover the importance of setting the right tone at the start of a client relationship, common mistakes to avoid, the benefits of automation, and the role of project management tools in enhancing both the client and business owner experience. Harriet emphasizes the growing trend of creating an immersive and themed experience for clients from onboarding through offboarding, providing practical advice for businesses to implement these strategies