Do Not Hire Employees Without…
Summary
- When onboarding someone, set clear expectations from the start. Outline what the first 90 days will look like and explain any changes or new requirements.
- It's important to make clients aware of all the responsibilities they'll have. For example, they need to follow up with leads, provide feedback, and manage calendars for salespeople.
- Having a robust onboarding process helps clients understand what's expected of them and prevents misunderstandings.
Video
How To Take Action
I would suggest implementing clear expectations right from the start when bringing someone new on board. This means you should outline exactly what the first 90 days will look like. For example, if you’re running a small business or agency, list out the changes and new steps they need to be aware of. This can be done through a simple, detailed document or a welcome meeting.
Another good way of setting clear expectations is to make sure your clients or new team members know their responsibilities. Tell them upfront that they need to follow up with leads, provide feedback, and manage their calendars effectively. You can create a checklist so they have a clear guide for these tasks.
Having a robust onboarding process can save you a lot of headaches. Make a step-by-step plan that you can use every time you bring someone new into the business. This will help them understand what’s expected of them and prevent any misunderstandings. Create simple templates or guides that outline all the tasks and responsibilities, so there’s no confusion.
For those interested in personal growth, applying these strategies to yourself can also be beneficial. Set your own goals and outline the first 90 days. Write down your tasks and responsibilities, and review them regularly to stay on track. This disciplined approach can help you manage time and resources better, leading to personal and professional growth.
Full Transcript
it starts with expectations which is when you're onboarding them for example in gym launch we have like a robust onboarding where it's like okay this is what the first 90 days are going to look like here's all the things that are going to be different or change based on you now implementing this system same thing I would do with any kind of agency is a lot of times they don't make people aware of all the other things that are going to happen like hey you have to follow up with the leads hey you have to give us feedback about these things hey you have to learn how to open up calendars for the sales people