Onboarding Automation

 

Your Problem

  • When you sign a client up you’re rushing to send them a welcome to your coaching - or worse - you forget completely.

  • You struggle to get your clients to sign their Promise Document and Terms & Conditions.

  • You forget to ask every client for a referral.

  • You spend precious time copy and pasting (and scheduling!) emails to new clients.

  • Your onboarding is inconsistent, which has led to clients going through ‘buyers remorse’ and quitting before they’ve truly started.

Our Solution

When every new client signs up - they will instantly be sent a ‘welcome’ email that automatically includes their Promise Document and Terms & Conditions to sign.

Once the client has completed their Promise Document and T&C’s, then the true onboarding experience begins (written by Adam Hayley!) and will include:

  • How to reduce overwhelm

  • The Check In process

  • The client’s journey and what they can expect

  • Referral request

The Framework

 
 

When creating your solution we’ll use your accounts so you maintain complete control over your business. We’ll use the following applications:

  • Stripe

  • DocuSign

  • Zapier

  • ActiveCampaign

Please note: We’ll never ask for your Stripe account details so you never have to worry about security.

What’s Included?

Your Onboarding solution includes:

  • Tried and tested email copy written by Adam Hayley that explains:

    • How to reduce overwhelm

    • The Check In process

    • The client’s journey and what they can expect

  • All emails will be branded and stylised to your business and brand kit.

  • Your clients will only be Onboarded if your client signs your Promise Document and Terms & Conditions.

  • A referral request when your client is in their third month of coaching.

  • A walkthrough and demonstration of your solution including how to edit your email copy.

 

Ready to Start?

 
 
 

Frequently Asked Questions

How long will it take?

Our official turnaround time is 14 days from when you’ve sent us everything we need.

What if my clients don't sign their promise document?

Using DocuSign we can setup automatic reminders to your client. We’ll setup your DocuSign to remind your client to sign your Promise Document and Terms & Conditions every day for 3 days.

What will my clients see?

Once you’ve made the sale; your client will receive their welcome email and an email from DocuSign asking them to sign your Promise Document and your Terms & Conditions. Once they sign your agreement they will continue to be sent the remainder of your email series.

Is there a monthly or yearly fee?

Nope, not for our solution. However, as you own the apps we build your solution in you are responsible for paying the subscription fees for your apps such as ActiveCampaign and Zapier. All of our solutions come with one month free of our Support Plan, which you can opt-in to continue at any time. However, we suggest that for Onboarding that our Support plan is nice to have, but not needed.

 

Still not sure?

If you’re still not sure whether this is the right decision for your business then lets jump on a call to go through any questions you have.

Additionally, please book in a call if you’d like to discuss a more bespoke option that includes Lead and Client Management.