Client Onboarding

Welcome new clients in minutes, without the admin

Bringing on a new client should be exciting but instead it’s a scramble.

You’re chasing contracts, manually sending invoices, double-checking calendars, and trying to remember to send a welcome email.

It eats into your evenings and delays their first impression of working with you.

Every new client feels like a pile of admin instead of a smooth start.

The Solution

With the Client Onboarding System, the whole process runs automatically.

A client fills in your intake form
They instantly receive a contract to e-sign
An invoice with payment link is sent straight away
Your calendar updates automatically
A personalised welcome email (and resources, if you want) is delivered in minutes

You save hours, your client feels looked after, and you can get back to the work that matters.

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How it works (3 Steps)

We map your workflow — a Zoom call to capture your exact steps

We build & connect your tools — in the platforms you already use

You onboard clients in minutes, not hours — without lifting a finger

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If you’re worth £100/hr and spend 6 hours onboarding each new client, that’s £600 lost every time. At £1,500, this system pays for itself in just 3 clients.

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What do You Get?

Done-for-you build in your existing tools (Calendly, Stripe, Dubsado, Notion, etc.)

A step-by-step Loom walkthrough so you know how it works

30 days of support included

Option to add ongoing tweaks with a retainer

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Who's It For?

Coaches and consultants

Solopreneurs with growing client lists

Service businesses who onboard more than 2 clients/month

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FAQs

Do I need to learn new software?
No — everything is built inside the tools you already use.

What if something breaks?
We include 30 days of support to fix issues and make sure it’s running smoothly.

Do I pay for extra tools?
Most clients already have the basics (calendar, contracts, payments). If not, subscriptions are usually just £10–20/month.

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Client Onboarding

Welcome new clients in minutes, without the admin

‍

If you’re worth £100/hr and spend 6 hours onboarding each new client, that’s £600 lost every time. At £1,500, this system pays for itself in just 3 clients.

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