Client Onboarding for One-Time Offers

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


You’re putting on an amazing one-time offer, there’s a flurry of interest around it (yay!) and you know that as soon as you launch it people will be virtually scrambling to secure their spot.

They click buy.

A receipt lands in their inbox.

…And now what?

The big day is still a few weeks away, and suddenly they’re overcome with that sinking feeling — maybe I shouldn’t have spent money on this? It seemed like a good idea at the time? Why am I always spending my money on random stuff I don’t even need???

Buyer’s remorse is LEGIT, and ghosting them post-purchase will only make it worse.

This workflow will show you how to avoid leaving them with that icky regret-filled feeling and reduce your refund requests, while still freeing you up to focus on planning and executing the BEST workshop/intensive/amazing event ever.

Inside this workflow training, you’ll learn:

  • Exactly how to keep those buyers full of warm, fuzzy so-excited-for-this feelings (because nobody likes refund requests)
  • What to say to your attendees in between booking and the event (where have these canned email templates been all my life?)
  • What to set up, automate and test before giving yourself a pat on the back (thorough checklists FTW!)
  • And the must-have tools for automating your onboarding sequence, without spending a small fortune (and how to set them up without frustratedly slamming your laptop closed)

You’re known for providing a high-level client experience — and your onboarding isn’t going to let you down.


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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