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...
Oh crap! You realise you don't have their full name and postal address for the contract - quickly send them an email asking for the info.
Cool, you're ready to send the contract and invoice. But wait, what did you say to the last new client you signed? You know it was a BANGING email...if only you could find it to copy and paste.
Okay, got it! Email sent. Phew!
Time to sit down and take a quick break. Buuuuuuut wait a minute, they've replied already and they've got questions...lots and lots of questions.
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 new clients.
What is "Create Your Simple Client Onboarding System"?
Create Your Simple Client Onboarding System is a self-study course allllll about creating a simple, sleek, professional client onboarding system. We'll also be talking a little bit about client acquisition because I believe that your onboarding process begins from the first point of contact.
I'll be showing you the exact steps to take to create a client onboarding system that is perfectly tailored to you, your biz and your clients that not only saves you hours of time and approximately 14 "Ooops, sorry I forgot..." emails, but also gives your clients a knock-out first experience of working with you. Everyone wins!
So, why do you need a client onboarding system in your biz?
Where do I even start?! There are so many ways that a simple client onboarding system is going to save you time AND make your life easier including:
- Pre-qualify clients with an initial questionnaire so you don't waste time responding to inquiries and booking discovery calls with people who aren't a good match.
- Cut down on time emailing - go from hours to minutes!
- Allow potential clients to self-select based on services and pricing.
- Creating templates so you're not creating proposals, contracts and invoices from scratch each time.
- Be confident at every step of the onboarding process.
- Create consistency and ease in your workflow for welcoming new clients.
- Create a great first impression for potential and new clients.
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!
Hey there, I'm Dani!
I’m a systems and ops strategist, VA/OBM, a coach for mums in business, and multi-passionate business owner.
Over the last 8 years I've worked with 70+ clients - both long-term, monthly VA clients + short-term project-based clients.
When I first started out, my client onboarding was scattered, lots of emails back + forth, even a few emails admitting that I didn't have everything I needed to start work.
Eventually I started to make notes of all of the different steps that had to happen each time I onboarded a new client and before I knew it, I had a smooth and effortless onboarding process!
And it's been a gamechanger! Honestly, I feel kinda smug when I send them out to new clients now, like "Yeah, I'm a pro. I know what I'm doing. You made the right choice!"
Ready to create your dreamy client onboarding system?
Frequently Asked Questions
The course starts now and doesn’t have an end date! It is a completely self-paced course – you decide when you start and when you finish.
Absolutely, yes! Let’s get your onboarding system set up ASAP so you’re not wasting any time or energy on this thing!
This course is primarily designed for service-based, online businesses but the content can be applied to most businesses who are working with clients on a 1:1 basis.
No. In the training I’ll show you what tools I use but I’ll also talk about other options out there too. It’s totally up to you what you choose to use – whatever feels good to you.
Yes. We offer a no-questions-asked refund policy within 14 days of purchase. Just send us an email to let us know that you’d like a refund and we’ll take care of the rest!
We do! Head here for more info and to sign up.
Email us at contact@organiseandgrow.com or use the chat box in the bottom right – we’re happy to answer any questions you may have.