SELF MADE / 13 March 2025

Onboarding for Success: The Secret to Long-Term Team and Customer Retention

We are Jessica Green & Natasha Roberson

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In this episode of The Digital Shift™, Natasha Roberson sits down with network marketing coach and leadership mentor Rob Sperry to discuss one of the most overlooked keys to success: onboarding for duplication and retention.

Rob breaks down the what—what a duplicatable onboarding system needs to include—and the how—how to leverage automation and technology to create a seamless, scalable process for both team members and customers.

Together, they uncover why so many entrepreneurs and network marketers struggle with retaining and activating their teams, why traditional onboarding often fails, and how the right systems can ensure long-term success instead of constant recruitment burnout.

If you’re looking to create leverage, duplication, and automation in your business while keeping the personal touch intact, this episode is packed with game-changing insights you can implement immediately.

The Importance of Onboarding: Why most businesses struggle with retention and duplication.

What Every Successful Onboarding System Must Have: The essential steps for new team members and customers.

How to Avoid ‘The Leaky Bucket’ Syndrome: The common pitfalls that cause team members and customers to disappear.

Building a System That Works at Every Level: Why duplication shouldn’t stop at level two or three—it should scale through your entire organization.

How to Use Automation to Ensure Consistency: Why leaders need to remove themselves from the equation while still being the guiding voice.

Leveraging the Right Technology: How Self Made Hub is helping network marketing leaders automate onboarding, follow-up, and retention without overwhelming their teams.

The Power of Analytics: How data can help you fine-tune your onboarding system to keep people engaged.

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