Videos / Client onboarding
Client onboarding that starts the moment the contract is signed
Deals get lost in contract back-and-forth, and new clients want the work to start the day they sign. Here's the setup I use: a contract they build with checkboxes, then a dashboard with clear next steps.
What it does
- Send a contract with checkboxes: each service they tick adds its clause, so there's no back-and-forth with lawyers.
- After signing, a client dashboard lists their next steps: pay, fill out the intake form, watch a welcome video.
- Keep all messages and files in one place, with a link to book time with their project manager.
- Quote a timeline you can beat, and email the client each time you ship an update.
- Ask for referrals right after onboarding, while they're excited, and turn repeat questions into an FAQ.
Who it's for
Owners of B2B service businesses with custom deals, where contracts drag and new clients wait to get started.
What changes
New clients know what to do the day they sign, and you ask for referrals while they're most excited.
More builds
The task you're thinking of right now. That one.
Twenty minutes, free. By the end of the call you'll know if an hour fixes it.
No pitch. No deck. If it's not a fit, I'll say so.