--- title: "EP 91: The 5-Step System For Creating A Culture of Positivity, Productivity, and Profitability with JoAnna Brandi" description: This system addresses the issues revolving around employee retention. The five-step system for creating a culture of positivity, productivity, and profitability believes that keeping your employees happy is important to keep your employee's relationships with customers and co-employees intact. It connects positivity, productivity, and profitability. image: https://blog.systemology.com/hubfs/Imported_Blog_Media/PIP-MEECHAM-1.png --- [![SYSTEMology](https://blog.systemology.com/hs-fs/hubfs/SYSTEMology/Images/Logos/SYSTEMology.png?width=170&height=27&name=SYSTEMology.png "SYSTEMology")](https://www.systemology.com) Open menu - [Book](https://www.systemology.com/book/) - Programs - [Systems Accelerator](https://www.systemology.com/business-systems-accelerator/) - Most popular for small teams - [Simple Systems Blueprint](https://www.systemology.com/ssb/) - Solo-preneur? 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Start here! - [Masterclasses](https://www.systemology.com/masterclasses/) - Perfect to fine-tune your skills - [Certifications](https://www.systemology.com/getcertified/) - [Systems Champion](https://www.systemology.com/certified-systems-champion/) - Let us train one of your team members - [SYSTEMologist](https://www.systemology.com/getcertified/) - For coaches & consultants expanding their services - Services - [systemHUB](https://www.systemhub.com/) - SOP management software made simple - [Find a SYSTEMologist](https://www.systemology.com/systemologists/) - Looking for 1:1 help? - [Resources](https://www.systemology.com/academy/) - [YouTube](https://www.youtube.com/c/systemHUB) - [Podcast](https://www.systemhub.com/podcast/) - [Merch](https://shop.systemology.com/) - [Contact](https://www.systemology.com/about/) - [Contact Form](https://www.systemology.com/support/) - [Our Story](https://www.systemology.com/about/) - [Case Studies](https://www.systemology.com/raves/) - [Media Requests](https://www.systemology.com/guest-request/) [FREE Templates](https://www.systemology.com/launchpad/) # EP 85: The Perfect Client Onboarding & Offboarding System with Pip Meecham Podcast Episode #85 [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/itunes-btn-lg-Apr-11-2024-09-18-28-2524-AM.png?width=600&height=220&name=itunes-btn-lg-Apr-11-2024-09-18-28-2524-AM.png)](https://www.systemhub.com/itunes) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/spotify-btn-Apr-11-2024-09-18-26-4758-AM.png?width=600&height=220&name=spotify-btn-Apr-11-2024-09-18-26-4758-AM.png)](https://open.spotify.com/show/0BDD52lat0sV9AQf5yHHj2) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/sistcher-btn-Apr-11-2024-09-18-25-2291-AM.png?width=600&height=220&name=sistcher-btn-Apr-11-2024-09-18-25-2291-AM.png)](https://www.stitcher.com/podcast/david-jenyns/business-processes-simplified?refid=stpr) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/podbean-Apr-11-2024-09-18-27-4745-AM.png?width=600&height=220&name=podbean-Apr-11-2024-09-18-27-4745-AM.png "podbean")](https://www.podbean.com/podcast-detail/kc27p-8c6f0/Business-Processes-Simplified-Podcast) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/google-play-btn-Apr-11-2024-09-18-28-4282-AM.png?width=600&height=220&name=google-play-btn-Apr-11-2024-09-18-28-4282-AM.png)](https://www.google.com/podcasts?feed=aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvMDkwODI5MGEtN2Y2Mi00NmVkLWI5OWItYTljNzAwNGMxYTQ5L2U2MWUyMGNlLTM1M2YtNDA0Zi05ODgxLWFhMDcwMTc3NGY3Yy80ODcwM2M3NC0xMDIwLTRmOWQtOGI4ZC1hYTA3MDE3YTQwMGEvcG9kY2FzdC5yc3M%3d) This process elaborates steps on how business owners can provide their clients with systemized and consistent onboarding and offboarding experience. By following these steps, your onboarding and offboarding process will be streamlined and clients are sure to be coming back to do business with you again in the future. ## Today’s Guest, Pip Meecham As the founder of ProjectBox, Pip is excited to lead a company that uses innovative systems to achieve big goals and limitless dreams. She is a systems consultant who is fuelled with ambition, and is on a dedicated mission to bring a systemised approach to business operations while reducing costs, improving efficiencies, and achieving business goals in less time than one can say ‘coffee fix’. Think more time, more money, more freedom. ProjectBox takes a pinch of adaptability, adds touches of systematic excellence, and mixes this with the largest amount of passion and pride to bring a more cohesive approach to everyday life. Providing three accessible options for clients, ProjectBox shows how to systemise business to create consistency, save time, and adequately meet set business goals. It’s what Pip does. And, it’s what she loves. **Website:** [projectbox.com.au](http://projectbox.com.au) ## Master Client Onboarding & Offboarding **Step 1: **Map your current system processes. **Step 2: **Group the tasks. **Step 3: **Consolidate in your project management platform. **Step 4: **Create your process template. **Step 5: **Create your process documentation. **Step 6: **Review and encourage process improvements. ### **Thank you for listening!** Thanks for joining us for this episode. Do you have any questions or feedback you'd like to share? We'd love to hear it! Let us know in the comments section below. If you enjoy listening to this podcast, please [**share it on Facebook**](https://www.facebook.com/sharer.php?u=systemhub.com/podcast) and [**leave an honest review on iTunes**](https://www.systemhub.com/itunes). We'd love to know what you think. Remember - the next system we share could be just the one you been looking for, so [**subscribe on iTunes**](https://www.systemhub.com/itunes) so you can get the latest episodes as soon as they’re published. ![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/podcast-cover-art-lowres-Apr-11-2024-09-18-25-6095-AM.png?width=300&height=300&name=podcast-cover-art-lowres-Apr-11-2024-09-18-25-6095-AM.png "podcast-cover-art-lowres") About The Show ## Business Processes Simplified We interview industry experts and have them share their best small business systems and processes. This is the quickest, easiest and most efficient way to build a systems centered business. [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/itunes-btn-lg-Apr-11-2024-09-18-28-2524-AM.png?width=600&height=220&name=itunes-btn-lg-Apr-11-2024-09-18-28-2524-AM.png)](https://www.systemhub.com/itunes) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/spotify-btn-Apr-11-2024-09-18-26-4758-AM.png?width=600&height=220&name=spotify-btn-Apr-11-2024-09-18-26-4758-AM.png)](https://open.spotify.com/show/0BDD52lat0sV9AQf5yHHj2) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/sistcher-btn-Apr-11-2024-09-18-25-2291-AM.png?width=600&height=220&name=sistcher-btn-Apr-11-2024-09-18-25-2291-AM.png)](https://www.stitcher.com/podcast/david-jenyns/business-processes-simplified?refid=stpr) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/podbean-Apr-11-2024-09-18-27-4745-AM.png?width=600&height=220&name=podbean-Apr-11-2024-09-18-27-4745-AM.png "podbean")](https://www.podbean.com/podcast-detail/kc27p-8c6f0/Business-Processes-Simplified-Podcast) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/google-play-btn-Apr-11-2024-09-18-28-4282-AM.png?width=600&height=220&name=google-play-btn-Apr-11-2024-09-18-28-4282-AM.png)](https://www.google.com/podcasts?feed=aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvMDkwODI5MGEtN2Y2Mi00NmVkLWI5OWItYTljNzAwNGMxYTQ5L2U2MWUyMGNlLTM1M2YtNDA0Zi05ODgxLWFhMDcwMTc3NGY3Yy80ODcwM2M3NC0xMDIwLTRmOWQtOGI4ZC1hYTA3MDE3YTQwMGEvcG9kY2FzdC5yc3M%3d) [![](https://blog.systemology.com/hs-fs/hubfs/Imported_Blog_Media/podcast-addict-btn-Apr-11-2024-09-18-26-9871-AM.png?width=600&height=220&name=podcast-addict-btn-Apr-11-2024-09-18-26-9871-AM.png "podcast-addict-btn")](http://podplayer.net/?podId=2353235) --- ## Related Posts ![EP 31: System of Business Growth Stages with Daniel Marcos](https://blog.systemology.com/hubfs/Imported_Blog_Media/ESTHER-ANDERSON-1-2.png) ### [EP 31: System of Business Growth Stages with Daniel Marcos](https://blog.systemology.com/podcast/pe31-system-of-business-growth-stages) [READ MORE](https://blog.systemology.com/podcast/pe31-system-of-business-growth-stages) ![EP 52: The System To Replace Yourself So Your Business Can Grow with Ari Meisel](https://blog.systemology.com/hubfs/Imported_Blog_Media/GLENN-MATTSONRECTANGLE-Apr-11-2024-09-18-17-0191-AM.png) ### [EP 52: The System To Replace Yourself So Your Business Can Grow with Ari Meisel](https://blog.systemology.com/podcast/pe52-the-system-to-replace-yourself-so-your-business-can-grow) [READ MORE](https://blog.systemology.com/podcast/pe52-the-system-to-replace-yourself-so-your-business-can-grow) ![EP 51: Operational Cashflow & Future Forecasting System with Blaine Bertsch](https://blog.systemology.com/hubfs/Imported_Blog_Media/BLAINE-BERTSCH-1.png) ### [EP 51: Operational Cashflow & Future Forecasting System with Blaine Bertsch](https://blog.systemology.com/podcast/pe51-operational-cashflow-future-forecasting-system) [READ MORE](https://blog.systemology.com/podcast/pe51-operational-cashflow-future-forecasting-system) [![Misc_03](https://blog.systemology.com/hs-fs/hubfs/SYSTEMology/Images/Placeholder/02_4.jpg?width=320&height=320&name=02_4.jpg "Misc_03")](https://www.systemology.com/book/) [![Misc_03](https://blog.systemology.com/hs-fs/hubfs/SYSTEMology/Images/Placeholder/syshub-square-1.png?width=320&height=320&name=syshub-square-1.png "Misc_03")](http://www.systemhub.com/systems-4-systems) [![Misc_03](https://blog.systemology.com/hs-fs/hubfs/SYSTEMology/Images/Placeholder/business-processes-simplified-podcast.jpg?width=320&height=320&name=business-processes-simplified-podcast.jpg "Misc_03")](https://www.systemhub.com/podcast/) [![](https://www.systemology.com/wp-content/uploads/2022/08/itunes-small-btn.png)](https://www.systemhub.com/itunes) ### Recent Posts ### Posts by Tag - 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