Just Between Coaches

The right onboarding process can help you avoid overwhelm for yourself and your client and set them up for success. Jason Friedman highlights mistakes you should avoid and shares tips to help you get off to a strong start with your new clients.

Show Notes

Jason Friedman is the CEO of CXFormula and Spotlight Brand Services. He has a passion for working with other entrepreneurs who want to grow and scale their businesses. As a serial entrepreneur who has operated in numerous fields, he brings diverse insight to his clients, helping them better navigate their entrepreneurial journey. 


In this episode, we discuss:
  • What is involved in the onboarding process for both coaches and clients
  • The common misconceptions about what onboarding entails
  • Setting expectations for new clients and ensuring that you don’t over or under deliver on your promises 
  • How to navigate the challenges that you might face during this transition
  • The importance of establishing trust with your client at this stage
  • Examples of onboarding messages you can use to effectively communicate with your clients
  • Ways to help your clients achieve a win early into the onboarding process
  • The steps needed to create and maintain momentum for your clients

“...onboarding helps move them through that process, to where they can actually commit to being with you in your programme, in your course, in your business, in a relationship.”
– Jason Friedman


Jason Friedman

Jason Friedman is a serial entrepreneur, passionate about working with other entrepreneurs to help them grow and scale their businesses.

In the past, Jason has founded, scaled, and successfully exited five businesses in the fields of medical diagnostics, marketing and events, automotive, spirits and digital media software.

Currently, Jason is the CEO of CXFormula, working with fast-growing, entrepreneurial companies to help them grow and scale their businesses. He is also CEO of Spotlight Brand Services, a marketing and brand management agency, helping e-commerce businesses crush it on Amazon and other online marketplaces.

His clients have ranged from Fortune 100’s to solopreneurs in industries as diverse as retail (Foot Locker, Adidas, Nike), hospitality (W Hotels, Universal Studios, Disney, Burger King), financial services (Bank of America, Wells Fargo, Fidelity), higher education (Stanford, Yale, Duke & Harvard Universities) and online services / information products.

He was named Ernst and Young’s Entrepreneur of the Year for business services in 2008 and his company made the Inc. 5000 list for three consecutive years from 2007 through 2009, just after successfully exiting that business in the high 8-figures. 

Most recently, in 2020, Jason’s company CXFormula made the Inc. 5000 list again – this time, ranking number 64 out of 5000 for 4,979% growth, and ranking number 1 in New Jersey, growing from $0 in 2017 to nearly $9 million in 2020. In 2021, CXFormula was ranked number 3 in the Inc. Magazine NY Metro regional competition.

Jason is the proud dad of two young men, Jack (15) and Josh (12) and has three amazing dogs, Brooke, Lynn and Myles.

     

Resources or websites mentioned in this episode:
  1. Mirasee
  2. Coaches Console
  3. Jason’s LinkedIn
  4. Jason’s website


Credits:
  • Guest: Jason Friedman
  • Host: Melinda Cohan
  • Producer: Cynthia Lamb 
  • Executive producer: Danny Iny
  • Scripted and assembled  by: Michi Lantz 
  • Audio Post Supervisor: Evan Miles, Christopher Martin
  • Audio Post Production: Post Office Sound
  • Music soundscape: Chad Michael Snavely

If you don't want to miss future episodes of Just Between Coaches, please subscribe to Apple podcasts or Spotify or wherever you're listening right now. And if you liked the show, please leave us a starred review. It's the best way to help us get these ideas to more people.

If you have a question for Just Between Coaches, put the show title in the subject line and send it to podcasts@mirasee.com



• Music and SFX credits:
•Track Title: Clouds
Artist Name(s): Acreage
Writer Name: Marshall Usinger
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coastline Dream
Artist Name(s): Wild Sky
Writer Name: Adam Simons
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coo Coos
Artist Name(s): Dresden, The Flamingo
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION

•Track Title: Stars & Trees
Artist Name(s): Outside The Sky
Writer Name: Dustin Ransom
Publisher Name: A SOUNDSTRIPE PRODUCTION


Episode transcript: Starting Strong (Jason Friedman) Coming soon.


~~~~~

Creators & Guests

Host
Melinda Cohan
Producer
Cynthia Lamb
Guest
Jason Friedman

What is Just Between Coaches?

Where do coaches turn when they face a difficult situation with a client? Quite often, when coaching challenges arise, they reach out to a coach more senior than themselves. That’s the aim of Just Between Coaches — to be that trusted source of guidance for the coaching community.

Hosted by Melinda Cohan, coach and creator of The Coaches Console business management system, Just Between Coaches will answer the tough questions that coaches face every day. For example, what can I do if my client is lying? How do I deal with price resistance from prospects and clients? What if I want to fire a coaching client? And what the heck is a feeder course and why should I care?

This tactical podcast will provide a deep dive into one coaching topic per episode, which means searching for answers will be a breeze. It will also offer a simple way for listeners to refer other coaches who are grappling with those tough coaching questions. To submit a tough question you’re facing as a coach, put “JBC” in the subject line and send it to podcasts@mirasee.com.