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
Set clear boundaries and expectation
Easy to follow workflows for consistency
Finally have the tools and training you need to set your next system setup project up for success
Successful Pre-work
Email templates
Client welcome pack
Automated zapier workflow sequence
Workflow map
Checklist and SOPs
Bonus Training
Finally have the tools and training you need to set your next system setup project up for success
Access Now for Just $47
✅ Email templates, welcome pack and pre work form
✅ Client onboarding process map
✅ Access Zapier workflow
✅ Onboarding SOPs
⭐️ Bonus: Client Onboarding Training
🚀 Instant Access so you can start implementing the formula today!