Client Onboarding Toolkit

Onboard Coaching & Consulting Clients, Get Clients to Keep Coming Back an Refer New Clients to You.

Are you a coach or consultant who wants to create streamlined onboarding process for your clients?  But you don't know where to start!

Our step-by-step process for creating a powerful onboarding experience will transform your business for the better.

With our client onboarding toolkit, we'll walk you through the entire process of creating your own custom onboarding program that will help get new clients up and running with their goals as quickly as possible.

We've included templates for emails and training materials that are proven to work in getting people started on the right foot. Our client onboarding toolkit is designed for coaches and consultants who are looking for a proven system that will get their new clients started right. It's easy to use, affordable and includes everything needed to create an effective client onboarding process.

If you're a coach or consultant, you know how important it is to get clients on board and keep them happy. But if your onboarding process isn't structured properly, this can be difficult to achieve. This toolkit will help you create an effective client onboarding flow so that new clients are set up for success from the very beginning of their relationship with you.

With our Client Onboarding Toolkit, you'll have everything at your fingertips to ensure that new customers feel welcome and understand what's expected of them when they work with you long term. We've done all the hard work for you - now it's time to reap the benefits!

The Client Onboarding Toolkit is the perfect resource for coaches who want to create a custom onboarding system for their new clients.

The kit includes step-by-step instructions on how to set up your own onboarding process, as well as templates for emails, coaching agreements, and other helpful forms. Ready to take your client relationships to the next level?

Get the Client Onboarding Toolkit today!

What's Inside...

  • Step-by-Step Training & Workbook
  • Welcome Email Templates
  • After Consultation Email
  • Get More Work Email
  •  Introduction Email
  •  Testimonials Emails
  •  Referral Request Email 
  • Client Intake Form
  • Coaching Agreement
  •  Pre-Call Form
  • Plus 10 other Templates 
  • Recommended Resource List
  • Get Referrals List [Bonus]
  •   Client Benefit List [Bonus]

 Set You and Your Clients Up For Success From Day 1

  • Reduce your onboarding time by using the templates
  • Get your coaching/consulting business off on the right foot
  • Increase referrals with a good client onboarding process
  • Create a system that helps you keep track of all your clients
  • Save yourself time by having pre-made templates

This is Your Step-By-Step Guide to Designing a Powerful Onboarding Experience

Stop the guess work and get this essential part of building your business done, right now!
I’ll show you how to set yourself apart from your competitors and effectively onboard your new clients.

Get the Client Onboarding Toolkit today!

  • One-Time Payment
  • $27 USD

    One-Time Payment

    Buy Now