One-Click Onboarding


One-Click Onboarding will be released as a workshop module on Tuesday, September 22nd – and to make sure you have everything you need to implement this workflow in your own business and start bringing in higher-quality clients on autopilot, I’ll be hosting a live Q&A on Thursday, September 24th.


Yahoo! Another client added to your portfolio and the opportunity to provide amazing services and benefits. A signed client is one of the biggest compliments a business owner can receive. It shows that the client not only trusts your company, but YOU!
But then the stress sets in… and the questions start to tumble around in your head.
“What if they aren’t happy?”
“How will I manage them in addition to all of my other clients?”
“How can I help them feel confident that they’ll receive my best service?”
I want you to know, you aren’t alone. These are all completely normal feelings and questions to have as a business owner!
And while you can’t necessarily make all of these stressors go away, I’ll bet you’d love to lessen them a bit, right? And boy, do I have the solution for you: Automation!
Introducing: One-Click Onboarding!
When you take on a new client, it’s natural for you to want to provide the best service by handling everything for them.
But in reality, you can’t even begin until you have certain information from the client—and up until now, that’s meant a lot of back-and-forth communication to collect all the relevant data.
Automating the client onboarding process will keep YOU out of the way and make it easy for the client to give you the information you need.
Your shiny new automation process will include forms to fill out, carefully sequenced so they don’t overwhelm the client — i.e., they won’t “unlock” certain information or requests until they’ve completed certain steps. Onboarding automation can also include setting up recurring meetings and project boards in Asana or Trello.
Are you ready to take this next step in your business?!
Click Add to cart to sign up for the One-Click Onboarding Workshop! I can’t wait to see you there.


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