Client Onboarding System In a Box™️

Get yourself out of the research rabbit hole and make a decision on the right onboarding tech stack for you.

Uncover what a personalized, high-quality, and seamless onboarding system looks like so that you can create a poppin’ client experience that locks in trust (and leaves plenty of space to drop in surprises along their journey).

Build a backend that matches your expertise so that you can confidently open the floodgates to new clients.

Discover systems that work for YOU and YOUR brain that support your business over the long-term and empower you to effectively automate and delegate as you scale.

Enter your bullet points here..

STEP 1) START WITH A BASIC SALES SYSTEM
Stay paid and protected so that you don’t waste any time getting started.

In this quick lesson we will ensure you have a basic sales system set up which is the prerequisite for a client onboarding system.
STEP 2) DEFINE CLIENT PRE-WORK & CREATE ASSETS
Anticipate the needs of your client because you have a process to gather all the necessary information to make the project successful.

In this module we cover two parts to defining your pre-work. Part one is all about project success planning-where you're going to define the right questions to ask your client’s that will help you capture your client's critical information and help you successfully scope out the project. In Part two you will create the prep-work assets that will help prep/train your client so that they are ready for the next step.
STEP 3) PLAN A KICK-OFF MEETING & CREATE ASSETS
Prevent your client from getting frustrated with the amount of back and forth because you have successfully identified everything you need to ensure the project's success.

The goal of this lesson is to help you run a meeting that sets expectations, orient your clients, and then preps them for the next steps. We will help you make it easy for your client to see the success of the work you do together because you have identified clear and measurable goals from the start and designed a client success plan.
STEP 4) BUILD IN A CLIENT QUICK-WIN
Build long-standing brand advocates through cultivating a quick-win that solidifies trust in your process.

In this lesson, you will learn to cultivate a great quick-win and build this into your client onboarding system.
STEP 5) CREATE CLIENT ONBOARDING FEEDBACK SURVEY
Combat buyers remorse and negative experiences by anticipating your clients needs.

In this module, you will design a client onboarding feedback survey that helps you capture gaps and opportunities that may have otherwise gone unsaid.
STEP 6) CREATE CLIENT ONBOARDING FEEDBACK EVALUATION PROCESS
Take action on client feedback so that you can stay on top of your clients changing needs.

In this lesson, we ensure that you build in a process to close the feedback loop. It’s one thing to collect a client's feedback and another to implement it.
STEP 7) CREATE YOUR CLIENT WELCOME EXPERIENCE
How would it feel to maintain your clients confidence in the process because everything they need to be successful is in one place.

In these lessons we will help you create your personalized welcome packet and message that keeps critical information organized and easy to refer back to.
STEP 8) CREATE A PLACE TO TRACK THE CLIENT ONBOARDING WORKFLOW
Make the internal onboarding process easier and faster by having a single place to track your onboarding workflow.

In this lesson you will leave with a completed client onboarding workflow tracker that you can use to follow with every client.
STEP 9) DEFINE YOUR PRE-BOARDING & ONBOARDING STEPS
Stop being the bottleneck to a seamless onboarding experience and save time moving through internal onboarding steps.

In this module, we will build off of your onboarding workflow tracker and you will have captured all steps of your client onboarding journey that once lived in your head!
STEP 10) ELEVATE YOUR CLIENT ONBOARDING JOURNEY
Make your client onboarding journey P.O.P!

After you completed this module you will have learned how to cultivate peak positive experiences, optimized your client onboarding touch points, and build Client Onboarding KPIs that will help you prove your client onboarding process is successful.

I’m the creator and founder of The Workflow Studio and Systems in a Box

I specialize in Operations Consulting and Digital Education products that help established solo/entrepreneurs and small businesses simplify and streamline their client experience processes through done-with-you & done-it-yourself digital courses so that they will feel less overwhelmed and more in control of their path to wealth. My dream for you is that by saving time using systems you can fully experience life and have the extra income to invest in the causes that will change the world.

Build trust with your potential clients and set the right tone from the moment they inquire.

Make the internal onboarding process easier and faster by having a single place to track your onboarding workflow.

Anticipate the needs of your client because you have a process to gather all the necessary information to make the project successful.

Stop being the bottleneck to a seamless onboarding experience.

Save time moving through internal onboarding steps. Give your customers the right amount of information they need at the right time during the onboarding journey so that you can prevent any onboarding overwhelm.

Prevent your client from getting frustrated with the amount of back and forth because you have successfully identified everything you need to ensure the project's success.

Make it easy for your client to see the success of the work you do together because you have identified clear and measurable goals from the start.

Maintain your clients confidence in the process because everything they need to be successful is in one place.

Prevent your client from having to email you several times for the same documents because they got lost in the shuffle.

Enter your bullet points here..

You can try, but, since this process is built on my priority client onboarding foundations, you won’t see anything that will combine education, step-by-step training, and the give you the resources you need to build an elevated client onboarding system that POPs.
“Is this just another template that is going to feel like I’m squishing myself into a box?”
Yes, I’m giving you templates, but what I’m really giving you is a full system with the actionable, step-by-step trainings to customize everything to you and your brain.
“Are you going to make me work with a specific tool?”
No way, we are tool agnostic here! I will provide templates for ClickUp and in Google Sheets, but I’ve built systems across 5 of the top project management tools so I know this system will work with tools you’re already comfortable using.
“I am not a systems type of person, am I going to implement this?”
We’ve made this super simple, step-by-step, for even the most systems-averse to be able to implement with ease. Filled with video walkthroughs where you get to watch over my shoulder as I bring this system together. (“If you show me where to click, I can do that.”)
“Will this work for me and my industry?”
This is specifically for service providers, coaches, and consultants who are providing 1:1 services and projects to clients. It likely won’t work for you if you are using this system to build an onboarding system for a membership, digital product, physical products or SaaS.

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