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Enhancing Client Onboarding: The Power of Reframing and Slow Progression

By June 29th, 2023No Comments


In the fast-paced world of SaaS agencies and service agencies, retaining clients and maximizing their value is crucial for long-term success. One key aspect that often gets overlooked is the onboarding process. How you introduce your clients to your product or service can significantly impact their perception and, consequently, their willingness to stay and invest more. In this blog post, we will delve into a powerful strategy called “reframing” and explore the concept of slow progression in client onboarding, unveiling how they can transform the client experience and drive long-term success.

The Existing Story and the Need for Reframing

When a new client comes on board, they already possess a preconceived story about your product or service. Unfortunately, this narrative often includes doubts and concerns about how it may not work for them. It is essential to address these preconceptions head-on and replace them with a new, positive story. This is where the Reframe video framework comes into play. By following a structured approach that includes an introduction, sharing the existing negative story, presenting the new story, and setting clear goals, you can effectively reframe your clients’ perspective and lay the foundation for a successful journey.

Slow Onboarding and Chunked Learning

To ensure clients fully understand and appreciate the value of your offerings, it is crucial to avoid overwhelming them with too much information too soon. Instead, implement a slow onboarding process that guides clients step by step toward their objectives. This approach involves breaking down the onboarding into manageable chunks, allowing clients to grasp and internalize the information at their own pace. By adopting this game-changing strategy, you provide clients with the opportunity to learn and adapt gradually, resulting in increased value perception and engagement.

The Power of the Reframe Video

At the heart of the slow onboarding process lies the Reframe video, a pivotal component that sets the stage for success. The video aims to challenge clients’ initial negative assumptions and present a new narrative that highlights the benefits and potential of your product or service. By effectively delivering the Reframe video, you can shift clients’ perspective, generate excitement, and establish a solid foundation for their journey ahead.

Patient Stream Case Study

To illustrate the impact of the Reframe video and slow onboarding, let’s explore a hypothetical case study. Imagine a healthcare-related agency called Patient Stream. Driven by a proven process rather than just a product, Patient Stream helps doctors effectively market their practices and achieve their goals. Through the implementation of the Reframe video and the slow onboarding approach, they witnessed remarkable results.

Dr. Ray Pey, a client of Patient Stream, initially struggled with generating leads and converting them into patients. However, after implementing the Reframe video and adjusting their onboarding process, Dr. Pey experienced a breakthrough. A simple five-minute phone consultation with a Facebook lead led to a high-ticket care plan conversion within 48 hours. Driven by these early successes, Dr. Pey doubled his practice, significantly increased his monthly collections, and achieved a level of predictability and systemization that he had never experienced before.

Implementing the Slow Onboarding Process

Now that we understand the significance of slow onboarding and the power of the Reframe video, let’s explore the key steps involved in implementing this transformative approach:

1. Introduction and Clear Goals:
Start by providing a concise and engaging introduction, highlighting what your product or service offers and how it can benefit clients. Clearly define the goals and objectives they can expect to achieve throughout their journey.

2. Presenting the Existing Negative Story:
Acknowledge the doubts and concerns clients may have based on their previous experiences or perceptions. Articulate these concerns to show empathy and establish a relatable starting point.

3.Introducing the New Story:
Once the existing negative story is addressed, present the new story—one filled with possibilities, successes, and real-life case studies. Showcase the positive outcomes that clients can achieve with your product or service, providing evidence of its efficacy.

4. Setting Clear Goals:
To maintain focus and drive progress, set clear, attainable goals for clients. Break down these goals into manageable milestones, emphasizing that the journey is a step-by-step process.

5. Slow Progression and Chunked Learning:
Guide clients through the onboarding process gradually, offering information and training in manageable chunks. Allow them to absorb and apply each piece of knowledge before moving on to the next. This approach ensures better retention, engagement, and value perception.


In the ever-competitive landscape of SaaS agencies and service providers, mastering the art of client onboarding is essential for long-term success. By embracing the concepts of reframing and slow progression, you can transform the way clients perceive your product or service, leading to increased client retention, higher customer lifetime value, and overall business growth. Implementing the Reframe video and adopting a slow onboarding process can revolutionize your client onboarding strategy and lay a strong foundation for lasting success. So, take the leap, reframe your clients’ narratives, and unlock their true potential.

Remember, success lies not only in what you offer but also in how you introduce it and guide your clients on their journey towards success.