#129 - New Customer Onboarding

Referrals Done Right · Apr 23, 2026 · 7m

In this episode of Referrals Done Right, Scott dives into a part of the process that most people either overlook or completely skip—new customer onboarding. We spend so much time focused on marketing, prospecting, and closing the deal, but what happens immediately after someone says yes might be the biggest missed opportunity in business. This episode breaks down why those first few minutes with a new client can set the tone for everything that follows.

Scott walks through what a simple, repeatable onboarding process should look like and why it needs to be non-negotiable. From confirming…