The Ultimate Onboarding Guide
The complete guide to onboarding your dream clients from the moment they land in your DM’s, through the sales stage, up to the onboarding call
Perfecting Your Client Onboarding Process
Learn my proven methods on exactly how to onboard your clients smoothly from the moment they come into your DMs as a lead, up to working with them and making sure you’re impressing!
The guide covers a step by step process of everything you need to do to win that dream client.
👉 No more feeling like you’re unsure what to do after your discovery calls
👉 No more wondering the best thing to write in your proposals
👉 Never lose track of your leads
👉 No more clunky awkwardness in your first month of working with a client
⭐ Feel ultra prepared for all your discovery calls and spot who you want to work with and who you don’t immediately
⭐ Know exactly what to write in your proposal to win that client
⭐ Keep track of all your leads, so you can see where they are coming from and contact any old leads every once in a while – these are often the warmest
⭐ Feel as smooth as a chocolate mousse in your onboarding calls, gather everything you need and know exactly how the client likes to work
"The Onboarding Guide has been so helpful so far and really helped me with a kick off call I had yesterday and a disco call I have today!! It has definitely helped! Thank you."
What's Included in The Onboarding Guide?
🔥 Roadmap to owning your discovery calls – have your dream clients knowing you’re the perfect person for the job, spot any red flags and find out exactly what they need help with – Value £15.00
🔥 The exact proposal template I have used for all of my OBM clients – Value £18.00
🔥 Everything you need to include in your contract to protect your boundaries
🔥 An invoice template and 3 free invoicing systems to use to create and track your invoices – Value £10.00
🔥 Exactly what to include in your welcome email, so you don’t forget anything
🔥 Useful tools to impress your clients and make the onboarding process as smooth as a baby’s …
🔥 Onboarding checklist – learn everything to ask your client so you have everything you need to hit the ground running – logins, communication, what to share etc – Value £15.00
🔥 BONUS 1 – ClickUp leads tracker: log the source of all your leads and keep track of the whole onboarding process for every client plus a 5 minute training video – Value £20.00
🔥 BONUS 2 – Welcome kit Canva template: send your client everything they need in one very pretty PDF – Value £20.00
The Ultimate Onboarding Guide
Get your hands on the complete guide to onboarding your dream clients from the moment they land in your DM's up to the initial period of working with them.
🔥 1. ROADMAP: How to run your discovery calls
🔥 2. TEMPLATE: Writing your proposals
🔥 3. CHECKLIST: Protect your boundaries in your contract
🔥 4. TEMPLATE: invoice template & links to free software
🔥 5. CHECKLIST: Welcome email
🔥 6. TOOLS LIST: Useful tools to mention
🔥 7. CHECKLIST: All the questions to ask in the onboarding call
💥BONUS 1: ClickUp leads tracker
💥BONUS 2: Welcome kit Canva template
£47.99