A practical, systems-led checklist to help you onboard clients smoothly, professionally, and without reinventing the wheel every time someone signs.
This checklist walks you through the exact backend steps required to move a client from “paid” to “fully onboarded,” so nothing falls through the cracks and every client experience starts calm, clear, and confident.
The Streamlined Client Onboarding Checklist
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Inside this checklist, you’ll find a clear, end-to-end client onboarding system that covers every step from the moment a client shows interest to the point where they are fully onboarded and ready to begin.
This is not a high-level overview. It’s a practical, process-driven checklist that walks you through what to send, what to set up, and what to automate at each stage of onboarding, so nothing is missed and no step relies on memory.
You’ll learn how to move clients from “yes” to “let’s begin” with structure, clarity, and confidence, while saving time and reducing back-and-forth.
What's Included:
I've watched too many brilliant female coaches and service providers build incredible businesses, then get buried under them. Heck, I used to be like that.
The very success they worked so hard to create becomes the thing that exhausts them. They're great at what they do, but the operational chaos is slowly stealing their time, their energy, and their joy.
That's why I do this work.