🚀 Elevate Your Client Onboarding: A Peek Behind the Scenes

The Cheat Sheet Vol III

How’s it going? Hope your day is brimming with productivity and positivity!

Welcome to the Cheat Sheet vol. III!

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As promised, I’ve got some hot off the press insights to share with you. I’ve just set up a sleek, new onboarding system for one of my services. 🎉 Yep, even before it’s officially launched! Because as we all know, preparation is key.

And because sharing is caring, I’ve decided to pull back the curtain and give you an exclusive behind-the-scenes look. You might be thinking, “Why do I need to see this?” Well, my friend, if you’ve ever been intrigued about how to streamline your client onboarding process, then this one is for you.

In a brand-new video, I’ll walk you through my process, my set-up, and the reasons why I chose specific tools (like Dubsado) over others. You’ll also get to see how I handle the initial stages of client communication and how I manage document storage, client profiles, and more. Plus, there are a few handy hints on dealing with questionnaires and other useful forms. 😉

Transparency- the vid is just over 9 mins long.

Here’s a small snippet of what you’ll see: “The way to think with a lot of these systems is that you need to think of it backwards. So you need to create all the things that you want any of your clients to have and then create the work that’s going to automate them.”

I have to say, this video really is a cheat sheet for anyone looking to take their onboarding process from ‘meh’ to ‘magnificent’! 🏆

So what are you waiting for? Just hit the link below, grab a coffee (or your drink of choice 🍵), and dive into the world of efficient and effective client onboarding.

Click here to watch the vid

After watching, I’d love to hear your thoughts! What stood out for you? What would you do differently? And, of course, if you’re inspired to revamp your onboarding process, or if the deep dive day sounds like a game changer for your business, don’t hesitate to get in touch.

As always, my inbox and DMs are open for your questions, feedback, or just to chat about anything automation, delegation or systems!

Stay amazing,


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