A complete client onboarding system for system pros!
Steal the templates, workflows and strategy to successfully onboard 4 figure system setup projects
You want to wow your clients from the very start of their journey working with you and create a client experience that get’s them excited and invested in your project to work together!
But you’re not quite sure what to add to your emails, what information to share to set your boundaries and how to communicate the next steps without killing the joy and being overkill.
That's where the Onboarding Formula comes in!
Eliminate the confusion on what to say and when with a clear workflow and the templates and strategy to implement a smooth 5* onboarding process into your business.
People get caught up in the wrong things in their business but the onboarding part is super important especially for system pros!
This is why the Onboarding Formula is so important! This toolkit and training is the answer to helping you show up as the expert who has their ish together.
After trial and error, I’m sharing my exact onboarding process and walking you through step by step how it works so you can literally plug it into your business or adapt easily to your style.
Finally have the tools and training you need to set your next system setup project up for success
High level communication
Have the email templates to send to your clients to prepare them for the project and maintain a strong relationship.
Set clear boundaries and expectations
Define the way you work without causing friction by having assets to ensure you and your client are on the same page.
Easy to follow workflows for consistency
Show your clients what it looks like to have a streamlined system in place by automating your own onboarding.
Finally have the tools and training you need to set your next system setup project up for success
📝 Pre-work Form
Eliminate the guesswork of what questions to add to your pre-work form and start getting the right information to set your project up for success.
💌 Email templates
Don’t miss on sharing any key messages to your client while your onboarding process is happening.
💛 Client welcome pack
Set your boundaries and expectations for working with your clients on the project with a client welcome pack that incorporates your branding while delivery important messages.
⚙️ Automated zapier workflow sequence
Practice what you preach by implementing a time saving workflow to save time in your onboarding process to setup key elements for onboarding your clients.
📄 Checklist and SOPs
Access the resources to create and maintain consistency across your service delivery and avoid guesswork while bringing your clients onboard.
⭐️ Bonus Training
Map your onboarding process with Nicola Melinda and incorporate the tools to provide a consistent 5* client experience
Finally have the tools and training you need to set your next system setup project up for success
Access Now for Just $22
✅ Email templates
✅ Welcome pack
✅ Pre work form
✅ Zapier onboarding workflow
✅ Onboarding checklist & SOPs
⭐️ Bonus: Map your Client Onboarding Training
🚀 Instant Access so you can start implementing the formula today!