178. My EXACT Onboarding Strategy to 10x Retention

178. My EXACT Onboarding Strategy to 10x Retention

January 13, 2026 · 13 min

About this episode

Michael King shares his onboarding strategy to enhance client retention for Fractional CFOs.

👉 Want a community of other Fractional CFOs to help you scale? Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT 👉 Download The Bulletproof Client Onboarding Checklist: https://www.thecfoaccelerator.com/bulletproof-ob-yt If you’re new to the channel, my name is Michael King. I’ve been building and managing my Fractional CFO firm, Civil CFO, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well. Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have outsized impact for their clients.

People in this episode

Host: Michael King

Topics covered

Keywords

Mentioned in this episode

Organizations: Civil CFO, The CFO Accelerator

Products: The Bulletproof Client Onboarding Checklist

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