Client Onboarding for Coaches + Consultants

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 excitement of getting a new client (YAY!) quickly fades, leaving that bitter after-taste of reality…

The reality that now you have to… *gulp*… onboard them. Manually.

(Not even remotely YAY).

You need to create an invoice, get the contract ready, get it signed, ask them ALL the questions, book a time to chat with them… and oh my god will someone make some fresh coffee cause you’re gonna need it!

You started your biz so that you could help people, not waste your time on these neccessary-but-soul-destroyingly-boring tasks.

And thanks to this practical workflow, you can improve your intake game and kick start your client relationship with the high level experience they deserve WITHOUT having to manually do ALL the things.

Yep. More time for your clients (and yourself), less time spent on 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 ( ← set those expectations early!)
  • 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)

Here’s to celebrating every new client, without dreading the next steps.


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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