The Plug & Play Client Onboarding Templates for Coaches & Service Providers.
Your Client Onboarding System is One of the Most Important Systems In Your Business.
It’s when you take care of ALL THE THINGS that need to happen to welcome a new client into your business and to kick off a project smoothly.
It’s also when, if you don’t have a solid system in place, things can go wrong.
Impress and delight your clients from the beginning. Take them through an onboarding process that is streamlined and customized, providing a consistently excellent client experience.
Put our proven system to work for you.
Before...
Onboarding new clients on the fly.
No need for a checklist - it’s all in your head.
Resulting In...
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Delivering inconsistent client experiences.
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Letting things slip through the cracks.
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Forgetting important steps - like a contract.
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Creating proposals from scratch - every time.
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Exchanging endless emails with the client throughout the project.
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Delegating the onboarding process to a virtual assistant.
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Onboarding EVERY client yourself - no process means no delegating.
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Spending less time focused on signing new clients and generating more revenue.
You don’t have to feel this way!
After...
Using our cut and paste templates
to create a customized client onboarding experience.
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Providing a stellar VIP client experience that creates raving fans.
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Feeling less stress and anxiety.
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Exchanging fewer emails with clients.
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Spending half the time creating proposals.
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Setting the stage for projects before the work begins.
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Delegating the onboarding process to a virtual assistant.
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Feeling more confident, allowing you to charge higher prices.
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Experiencing greater transformation in your clients’ businesses - and yours.
Get all this… and time back in your day to focus on growing your business so you can serve and delight even more clients.
WHAT'S IN IT FOR YOU:
The Client Care Kit includes
Plug & Play templates
to customize your Client Workflow
You get:
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Customizable Client Onboarding Proposal Template
Steal Our Highly Converting 1:1 Client Proposal Template to Customize with Your Offer Details
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Client Onboarding, Management & Offboarding Project Template
Stop Reinventing the wheel with the Client Tasks that Need to Happen with Each Client - Steal our Entire Project Template
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Customizable Client Onboarding & Offboarding Email Templates
Stop Retyping Emails for Every New Client - Steal our Entire Email Templates and Customize with Your Details
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Client Onboarding Questionnaire Template
Stop Sending 15 Emails to Your Clients to Collect Information You Need for the Project - Steal our Client Onboarding Questionnaire!
Bonuses:
Video Training for All Templates
Sales Script Template
Sales Follow Up Training
Client Note Organizing Training
Access to our Free Productivity Pod Community APP!
and more!
$997 Value
ALL For Only
$28
Frequently Asked Questions
Here are a few answers to our most common questions
Will I have to invest in tools/software?
Yes and No. You will need tools to onboard and manager your clients, that's the cost of doing business. You can do this with a Free Canva account, a Free Trello or Asana account, Google Docs and Google Drive and Streak CRM. You can also uplevel your experience and use things like the Paid Asana account (For smooth onboarding forms) and a paid Pandadoc account (for proposals/contracts/payments). There is flexibility. Our templates can work in many platforms. It's all about the system.
What kind of time commitment is this really?
You will need to invest around 2 hours per offer to really nail down an onboarding process from start to finish. You will have to go through this process for each offer because each offer will have a slightly different processes and checklists. We suggest time blocking 2 hours on your calendar to streamline your client process to create a rockstar client experience that will allow you to get more referrals and increase your profits!
I have bought tons of templates, why should I get this one?
We have worked with 100's of Service-Based businesses and really figured out all the general steps that all service providers need to be thinking about for their client clients'onboarding and offboarding process. Our experience is your shortcut! We have created the exact checklists that have built a 6-figure business without the stress and overwhelm.
WHO ARE WE?
Oh Hey!
I'm Brittany
You may know me as "The Systems or Trello Girl" or maybe not!
I am a podcaster, speaker, course creator, consultant and organization fanatic. Generally speaking, I help visionary entrepreneurs avoid burnout, make more money and shift from overwhelmed freelancer to in control CEO!
For the last 3 years in business I have been helping entrepreneurs organize their businesses and routines, 1 system at a time. I dive into Sales/Follow Up Systems (to make you more money!) and Client Onboarding Systems (to create raving clients) all the way down to the small stuff like inbox and calendar management.
I am on a mission to save introverted hustlepreneurs from burnout. I want to create the ripple effect by helping entrepreneurs who help others do it more efficiently.
You can build a successful business winging it, but you can't scale it that way.
TO SOLVE THE OPERATIONAL PROBLEMS OF BUSINESSES, SO BUSINESSES CAN SOLVE THE PROBLEMS OF THE WORLD.
© Copyrights by Brittany & Co. All Rights Reserved.