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The Streamlined Client Onboarding Checklist is a behind-the-scenes operations resource created by Elizabeth, the SOS Architect herself.
Built for female coaches and service providers who want their onboarding to feel calm, professional, and repeatable, this checklist focuses on what actually happens after a client pays.
Instead of generic welcome steps, this resource walks you through the operational flow that turns a signed contract into a smooth onboarding experience without manual follow-ups, missed steps, or backend chaos.
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Ideal for you if:
- You host frequent launches
- You onboard new clients regularly
- You want consistent, reliable operations without burnout
What you can expect:
- Operations and systems management
- Workflow optimization and documentation
- Project and launch coordination
- Team communication and task oversight
- Backend tool management (CRM, PM tools, etc.)
- Strategic support and execution follow-through
OBM Retainer
SOS SUPPORT
Ideal for you if:
- Your systems feel chaotic or manual
- You’re launching a new program and need backend structure
- You want a professional setup that scales
What you can expect:
- Systems audit and recommendations
- Workflow and process design
- SOP creation and documentation
- Tool setup and optimization
- Backend cleanup and alignment
Systems & Ops Build
SOS BUILD
Best for founders who need consistent, high-level operational support and want a steady partner in their backend — managing workflows, automations, systems, team coordination, and launch execution.
Ideal for you if:
- You host frequent launches
- You onboard new clients regularly
- You want consistent, reliable operations without burnout
What you can expect:
- Operations and systems management
- Workflow optimization and documentation
- Project and launch coordination
- Team communication and task oversight
- Backend tool management (CRM, PM tools, etc.)
- Strategic support and execution follow-through
OBM Retainer
SOS SUPPORT
Ideal for you if:
- Your systems feel chaotic or manual
- You’re launching a new program and need backend structure
- You want a professional setup that scales
What you can expect:
- Systems audit and recommendations
- Workflow and process design
- SOP creation and documentation
- Tool setup and optimization
- Backend cleanup and alignment