Steal my client onboarding process

Steal my client onboarding process


Client onboarding, client onboarding, client onboarding...

You know how important it is, but you're spending most of your time putting yourself out there, attracting the right clients, and making sure they're all-in and ready to buy.

Which means your client onboarding and client experience ends up being a bit of an afterthought...

Here's the good news: you don't need to set aside an entire day to figure this thing out. Because I'm going to save you a boat load of time with my Client Onboarding SOP Template.


Inside the template, you'll find my:

  • Pre-Client Workflow
  • Client Onboarding Workflow
  • Internal Onboarding Checklist

AND some bonus workflows and resources to carry you through the next steps of the process, including:

  • Client Support Workflow
  • Offboarding Workflow
  • Workflow Software Options


If you've been wanting to really optimize your onboarding process (i.e. create a killer client experience), this is for you!

Or, if you don't have your process documented and have no idea where to start, this is also (definitely) for you!

All you have to do is review the sample workflows and quickly customize them based on your needs.

Oh, and did I mention that it's totally free?!

So, what are you waiting for? Download the FREE template!

Cheers to SOPs and happy clients!


Love what you heard?

Reviews really help us out! As a thank you, I'll share my 90-Day Planning Formula ($97 Value) if you submit a screenshot of your 5-star review below.