Client Onboarding for Restoration Contractors
stop losing time, money, & clients on mitigation projects.
"Mr. Restorer, your equipment is too loud, my adjuster says my house is already dry, your practices are unnecessary, and your bill is too high, so get off my project..." Sound familiar?
Here's a million-dollar nugget: Your client isn't upset with what happens, they're upset when what happens isn't what they expected. If your client is repeating an untrue reality, you lost control of the narrative.
Educating clients on industry standards can prevent misunderstandings, saving fear, frustration, unfulfilled expectations, and disappointment from hijacking your project.
Client Onboarding is a Process, Not An Event.
Educate and Empower Clients with the Standards
SOP's (Standard Operating Procedures) is where the rubber meets the road! Our custom-built tools have streamlined the steps for you to create and automate your client onboarding SOPs in digestible directives that are easy for the insured to understand.
Eliminate the hearsay and confusion. Streamline your client onboarding through either:
Client Onboarding Online Training
Access 5+ hours of online, on-demand content to craft your personal Standard of Care directives.
- Integrate the information into your own systems
- Develop your own client onboarding directives.
- Go through the content at your own pace.
MIT Client Onboarding System
Utilize our predesigned platform to streamline your work directives and automate claims communications.
- Save time by having us do the work for you.
- Eliminate heresy by having consistent messaging.
- Effectively manage insured and carrier directive approval.
You Need a Client Onboarding Process
The Expectations That Get You Paid
Often times, your angry client isn't upset about what happened. They're upset because what happened isn't what they expected. Most contractors hold a "hero" mentality, that quickly can turn into a nightmare when you submit your bill. Proper onboarding can prevent unmet expectations evolving into dissatisfied clients. Learn to help you clients help themselves before it's too late. With your allegiance to the best practices, you're well on your way to satisfied clients.
Pricing Plans
Our Client Onboarding Program is packed with features designed for the restoration professional.
Do It Yourself With
Client Onboarding Online Training
Only $300 Annually
- 8 Modules Including the Standard of Care vs. Average Practice, Risk Management, Setting Realistic Expectations, & More...
- 5+ Hours of Online, On - Demand Content
- How to Onboard through the Standards
- 90-Day Organization Change
- Join our Community of Contractors - YOUR PLUG IN
- FREE "Mitigation vs Stabilization" C&R Article
- FREE MIT Client Onboarding Samples!
Or We'll Do It for You
MIT Client
Onboarding System (Complete)
$500/ Month
- 3 Notification Copies
- Signature Capture/ Execution
- Branded PDF Procedure Request
- Custom Branded Form Pages
- ALL Client Onboarding Forms
- Onboarding Videos & References
- Custom Branded Landing Page
- Password Protected
How Our Onboarding Works
Someone will set the Quality of work on your loss – Here’s how It can be YOU!
Step 1: Standard of Care
Provide the IICRC Standards references in an easy-to-understand format for clients to make empowering decisions in the first daunting hours of a loss.
Step 2: Stabilization
Helping clients understand rules, regulations, & standards for stabilization. Clients can choose how they want the contractor to preserve the property.
Step 3: Site Survey & History
Offering clients an easy way to provide you with important information on their site so you can protect them and the structure.
Step 4: Hazards
An efficient way for clients to quickly provide you with necessary information regarding the Hazards on site or any potential complications.
What Folks Are Saying
"Just wrapped up the three-day bootcamp with David Sweet at the helm. This course really dove into the ethical use of the S500 standard of care, offering invaluable insights. This training is hands down the most informative class I’ve ever attended."
Chris
"I cannot express how grateful that I am that I took this course. I did both the online version as well as the in-person class and both were extremely beneficial. I have completed shifted the way I run my business thanks to all that I learned. David is one of the most professional and knowledgeable experts in this industry."
Joey
"Taking restoration services to another level of excellence while increasing profits!"
Chimene
STILL GOT QUESTIONS? WE GOT YOU!
Frequently Asked Questions
How long does it take to complete the online training?
Our course library offers over 5 hours of content, taking you 5-6 hours to complete. By following our adoption path, you can expect real transformation within 90 days. Switching your onboarding system presents new challenges but is a more beneficial path for everyone. It's important to understand that "the switch" is achievable, but it requires time and commitment.
How long does it take to onboard a client with your Methodology?
We understand your and your client's time is valuable. This course highlights the importance of client onboarding for all projects and helps you communicate its necessity to clients. Typically, your client will spend 1-2 hours on onboarding tasks, whether automated or not.
Who is this training for?
If you believe in being an expectational restorer and serving your clients, this training is for you. We targeted this training for members of a restoration firm including owners, PM's, GM's, admin's , and techs.
Are refunds available?
Yes, there are. We will only issue refunds after completion and user/buyer provided the reason for the refund. We discourage impulse buys and recommend you give the course a chance before you want to give it back. Please email ysabeth.sweet@mitigationconsulting.com or (844) 648-8324 for refund requests or additional help.
Do you have an adoption plan?
Finally, a program that won't abandon you with an idea! It's really important to our developers that we lay out how to implement client onboarding in your company. You'll find these specific instructions in your 90-Day Change module. We also offer private consulting if you're struggling to adopt client onboarding. We can help you with organization delegation, SOPs, and client management. Time to step into your destiny!
Still have questions?
Please email ysabeth.sweet@mitigationconsulting.com for additional help.
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