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


Yay you got a new client! Bummer, you have to onboard them manually…womp womp. Get your whole client intake together with this incredible training just for coaches and consultants.

You’ll be able to watch this training in under 90 minutes – speed racer over here!

Inside this workflow training, you get access to:

  • Canned email templates to ensure your clients get all the deets
  • Integration walkthroughs for the ultimate automation
  • Easy setup of mostly free software


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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