Does this sound familiar?
You piece together onboarding on the fly and hope you didn’t forget something.
You’re answering the same questions over and over again.
You’re not sure if clients feel clear, supported, or left hanging.
When onboarding is clunky, it slows you down and chips away at client trust before the work even starts. But it doesn’t have to be that way.
Imagine this instead:
✅ Every client gets a seamless, professional, and welcoming start.
✅ You feel organized, confident, and ready to dive into the work.
✅ Nothing slips through the cracks because your process has it covered.
✅ Clients trust you from day one—because their experience shows you’ve got it handled.
“I used to dread onboarding. Now, it’s my secret weapon.”
– Happy client, probably you soon 😉
In just 3 simple steps, you’ll create an onboarding process that’s smooth, repeatable, and easy to stick to:
Audit your current process – Map out what’s really happening right now.
Design your ideal onboarding – Get clear on the experience you want to create.
Build your new system – Streamline tasks with templates, tools, and automation.
Then, we’ll meet for a private 45-minute strategy call to review and refine your plan so you can roll it out with confidence.
✔️ A guided workbook (with prompts + templates)
✔️ Your custom onboarding process mapped out start to finish
✔️ A personalized 1:1 strategy session to refine your system
You’re a service provider, OBM, VA, designer, or consultant who works directly with clients.
You want onboarding that feels professional without being overwhelming.
You’re tired of winging it and ready for a process that’s consistent and personal.
You want to start client relationships strong—and save yourself hours in the process.
👉 Ready to make onboarding your secret weapon?
Does this sound familiar?
You piece together onboarding on the fly and hope you didn’t forget something.
You’re answering the same questions over and over again.
You’re not sure if clients feel clear, supported, or left hanging.
When onboarding is clunky, it slows you down and chips away at client trust before the work even starts. But it doesn’t have to be that way.
Imagine this instead:
✅ Every client gets a seamless, professional, and welcoming start.
✅ You feel organized, confident, and ready to dive into the work.
✅ Nothing slips through the cracks because your process has it covered.
✅ Clients trust you from day one—because their experience shows you’ve got it handled.
“I used to dread onboarding. Now, it’s my secret weapon.”
– Happy client, probably you soon 😉
In just 3 simple steps, you’ll create an onboarding process that’s smooth, repeatable, and easy to stick to:
Audit your current process – Map out what’s really happening right now.
Design your ideal onboarding – Get clear on the experience you want to create.
Build your new system – Streamline tasks with templates, tools, and automation.
Then, we’ll meet for a private 45-minute strategy call to review and refine your plan so you can roll it out with confidence.
✔️ A guided workbook (with prompts + templates)
✔️ Your custom onboarding process mapped out start to finish
✔️ A personalized 1:1 strategy session to refine your system
You’re a service provider, OBM, VA, designer, or consultant who works directly with clients.
You want onboarding that feels professional without being overwhelming.
You’re tired of winging it and ready for a process that’s consistent and personal.
You want to start client relationships strong—and save yourself hours in the process.
👉 Ready to make onboarding your secret weapon?
THIS IS THE PDF/GOOGLE DOC VERSION OF THE INTENSIVE. THERE IS A LINK IN THE PDF TO A GOOGLE DOC TO COMPLETE THE WORKBOOK. TO GET THE MS WORD VERSION CLICK HERE.
