Client Onboarding
The moment a client says yes, the clock starts. I send the agreement, the invoice, the welcome email and the intake form the same day, so your new client feels looked after before you’ve even met.
What’s included
Contract and first invoice sent the same day
Welcome email and welcome guide in your voice
Intake form sent, chased and filed
First session booked, with reminders
Shared folder and project space created
A typical week
New clients go through the same simple steps every time, written down in a checklist we agree on together. Nothing depends on my memory or yours.
Tools I use for this
Dubsado, HoneyBook or Google Workspace, DocuSign or your contract tool, and your scheduler.
Most clients combine two or three of these. Your Friday note shows each one, with the time it took.
