How to get customers forOnboardPro: Client Onboarding Management Software

Where to find education consultants in order to convert them to customers

The idea that helps Education Consultants

Education Consultants want to streamline the client onboarding process. However, they can't get it because they struggle to gather and organize client information efficiently.

Therefore, they need to use your solution, e.g. OnboardPro.

OnboardPro: Client Onboarding Management Software : OnboardPro is a comprehensive platform that automates the client onboarding process for education consultants, allowing them to easily collect, store, and manage client data in one centralized system. Of course it is much better than the stuff from OnboardIQ, or ClientFlow!

How to find Education Consultants

You can get insights about the pain points of education consultants if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

  • Find out where education consultants hang out (Reddit, Mastodon, etc.)
  • Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
  • Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
  • If you find recurring questions or pet peeves of education consultants, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
  • At the end of the blog post, invite them to use your solution: OnboardPro: Client Onboarding Management Software.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find education consultants

To get started, edit the values in the following 3 input fields and click “Search education consultants”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find education consultants and their pain points in online forums on the internet.
  • With one click, you can search for each keyword phrase right away.
  • CustomerPing will present the search results to you.
  • If you think that one of those results looks like education consultants wrote it, you can create a “customer radar station” on the forum where the post came from.
  • You describe what makes a post relevant to your business.
  • CustomerPing will “ping” you 24h a day, whenever education consultants complain about their pet peeve: They struggle to gather and organize client information efficiently.
  • Good for you because this is something that you can solve with onboardPro: Client Onboarding Management Software, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help education consultants to reach their goal: To streamline the client onboarding process.

They will get to know, like and trust you. Eventually, they will buy your solution: OnboardPro: Client Onboarding Management Software.


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