Hands-Off CEO Podcast

Onboard your way to succes - E97

Onboard Your Way to Client Success with Megan Huber – E97

Success for clients goes beyond achieving great results. There are several pillars that make up client success, with onboarding being just one of them. Megan Huber of Structured Freedom joins Hands-Off CEO to share her unique perspective on onboarding and how it plays a role in scaling a service-based business.

Megan Huber is a scalability expert for coaches and expert-based businesses, specifically those that are teaching based on a curriculum-based learning model. Her organization, Structured Freedom, transforms hustling entrepreneurs into successful leaders and CEOs. Megan is a great resource for coaches looking to scale their business.


You’ll hear me and Megan talk about:

  1. When clients first work with a business, they assess the quality of service and the experience during the first 90 days. Megan stresses the importance of building trust and a new relationship with them. [2:41]
  2. Client success is not only about achieving great results, but also about client satisfaction and loyalty, Megan explains. The pillars of client success include onboarding, retention (meaning clients are engaged and participating), expansion (meaning they’re buying other products or services), and advocacy (meaning they’re spreading positive word-of-mouth about the company). [7:00]
  3. The idea that a higher paying client will have a higher commitment level is not always true. Clients are already filling up their time with something, whether it is useful or not. As a service provider, it is important to provide clients with the environment, tools, skills, and knowledge to fulfill the promise made to them, but also to understand that resistance will come up in the minds and emotions of the new clients. [14:54]
  4. “Never Lose Another Customer” aligns with Megan’s observations that the majority of drop-offs happen in the first 90 days. In her previous role as Director of Client Success for a large-scale coaching company, she observed a significant drop-off in participation and engagement around 2.5 to 3 months into the program. She and her team investigated this phenomenon and found that it was related to a specific concept, the “ideal client,” that caused confusion and embarrassment for some clients. [20:17]
  5. There are seven forms of communication that are important in the onboarding process. These include trust, introducing clients to the team, setting expectations, providing a clear roadmap, providing tools and resources, creating accountability, and fostering a sense of community. By incorporating these forms of communication, companies can help prevent drop-offs. [29:21]



“It’s really empowering for your clients to take the ownership and think for themselves so that they are not so reliant. Because if they’re reliant on you, at some point they’re going to get really resentful because something is not going to go the way they wanted it to.” – Megan Huber



Megan Huber on the Web | YouTube

Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days


Mandi Ellefson on LinkedIn | Twitter | Facebook

Hands-Off CEOExecutive Briefing


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Mandi Ellefson

Mandi Ellefson

Mandi Ellefson helps service businesses with the tricky task of becoming scalable. Her passion is helping freedom seeking entrepreneurs scale the better way– for success in their business and in the rest of their life. Out of a decade+ experience and testing as a business manager, and then building and selling a design business, Mandi has created a system that is responsible for generating tens of thousands of dollars of new revenue for businesses she's worked with.

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