Client Onboarding for Agencies and Service Providers

Tools: Acuity, ConvertKit, Google Suite, HelloSign, Stripe, Typeform, Zoom
Price: $297
Length of training: 90 minutes
Implementation time: 3 hours
How difficult is this?Workflow Difficulty Level 2


That awkward moment when your marketing is doing its job (woohoo!), and someone snaps up your signature offer…

And their button-clicking, payment-making abilities are met with the sound of crickets chirping.

They stare longingly at their inbox, waiting for something (anything!) to arrive and justify the decision they just made.

They start questioning whether it was the right move, their brain starts to panic, they start searching for your refund policy…

Meanwhile you’re knee-deep in client work and figure you’ll get to sending them that welcome email, and then going through the whole intake shebang, when you’re done.

But what if you could stay focused on your client work (y’know, the thing they’re actually paying you for), and the whole welcome/onboarding/intake shizzle could take care of itself?

Spoiler alert: it can.

Whether you’re an agency or a service provider, this systematic workflow will help you set expectations, decrease the dreaded buyer’s remorse (and associated refund requests) and reduce your workload when it comes to onboarding.

In this workflow, you’ll learn:

  • How to create the ULTIMATE automated intake experience (because hands-off onboarding is a thing and you need it in your life)
  • Exactly what to send your new clients to get ALL the deets, so they feel seen, heard and taken care off from the very start ( ← wave buhbye to buyer’s remorse!)
  • How to get the most out of your software, without costing you an embarassingly large chunk of change (those tech companies will be fine without it)

The client tracking method that’ll reduce your project management headaches by 687% (give or take… wearing your glasses and not staring at a screen for hours on end may also help 😉

Give your clients the intake they deserve, while you get back to work.


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We have a strict 5 day refund policy. If you don’t like the training or decided to go with a different tool, we will give you a 100% refund within 5 days. On the 6th day, we do not accept any refunds. We want you to take action on our trainings!

Meet the Instructor

Katya Sarmiento
Katya Sarmiento
Reach and Make Millions
Favorite Place to Travel| San Diego