Name
Processes and Procedures: The Key to Successfully Onboarding and Stepping Away
Date & Time
Friday, October 10, 2025, 8:15 AM - 9:15 AM
Samantha Higdon
Description

In this session, we'll delve into the critical aspects of onboarding new employees and entrusting them with client relationships. Establishing clear processes and procedures is essential to ensure consistency, reduce errors, and facilitate smoother transitions. By documenting each task and interaction, you provide a roadmap that builds confidence in both new employees and yourself, ensuring they deliver the same quality service. Implementing these processes involves creating detailed instructions, training your team, and continuously monitoring performance. Regular oversight allows for adjustments and reinforces your availability as a support system, ensuring a seamless handover and sustained business success.