Online Course

Create Your Simple Client Onboarding System


Start your client journey the right way with a seamless onboarding process that wows!

Create the best first impression and make your life easier with a super simple client onboarding system.

Imagine receiving a new inquiry from a potential client. You reply to them, go back and forth arranging a discovery call, spend hours creating a bespoke proposal, drafting a contract from scratch…

Cue 100s of emails back and forth. Then FINALLY the contract is signed, the invoice is paid and you’re ready to get started. But neither of you really know what happens next! FML! This is a complete shambles!

And that’s where your simple client onboarding system comes into play…

Say goodbye to your disorganised, scrappy client onboarding mess and hello to a shiny new system that is easy to use, saves you time and gives an amazing first impression to your

What’s covered in this course?

  • Why you need a client onboarding process.
  • How to map out a process that is tailored to the needs of you, your biz and your clients.
  • What forms to create to ensure you’re getting all the info you need without sending 1,000,000 emails.
  • How to cut down on the number of questions asked and emails sent with some handy docs.
  • How to book and schedule discovery calls on auto.
  • What questions to ask and what info to share during a discovery call to make the whole process easier.
  • How to create templates for everything so you’re not starting from scratch each time.
  • Managing the onboarding process and your clients with a CRM.
  • What tech to use for all of the above!

Ready to create your dreamy client onboarding system?