Customer onboarding
They’ve said yes! Now it’s time to show them they made the right choice. That first touchpoint shapes everything. A rocky start creates doubt, but a smooth, thoughtful onboarding experience builds trust, loyalty, and long-term fans. I’ll make sure your customers feel good from day one.
How do you know you’ve gotten the onboarding process right?
If you never hear from them.
audit
I’ll review your onboarding setup to make sure it’s smooth and easy for you and your customers.
starts at $300
set it up
I will set up your onboarding system, automate it, and test it with ease and retention as the goal.
starts at $900
Ongoing
Want white-glove service? I will personally onboard your customers and keep them happy.
starts at $1,000/mo
Why me? I’m a perfectionist when it comes to the customer experience and I’m obsessed with making things easy for the end user.
Whether they’re booking an initial call or they’ve bought your product, I want that experience to be seamless.
No missed connections, no frustration, no regrets.
A solid onboarding system reduces questions and complaints (freeing up your time) and turns buyers into raving fans.
Let’s start with an audit of your system. I’ll spot what’s working and what isn’t and then recommend quick fixes that will generate happy customers.
How it works
Starting with the Audit,
We’ll book an introductory call to talk about your offer, clients, and goals.
We’ll sign a client agreement to protect your intellectual property. That’s important to me.
I’ll sign up for your newsletter. You’ll add me to your program as if I’m a client.
I’ll record a screenshare of the onboarding process from your client’s perspective and provide a video and checklist for you to implement.
If you want me to implement changes, we can talk about that, too.
