We want to make our clients’ lives easier, and that starts with a really great onboarding process. Whether you are a coach or a service provider, having a great workflow for onboarding new clients is beneficial by saving you time and providing your client with a great first impression. In this post, we’ll talk about some ways you can improve your onboarding process using Dubsado.

1) What happens after they say yes?

After a new client accepts a proposal and says ‘yes, what are the typical next steps for each client? This is the process that we want to map out and start a new Dubsado workflow for. No more manually sending contracts, invoices, or welcome emails.

Dubsado workflows are powerful, but you need to know the steps involved to create a workflow that actually works for you and your business.

2) New client welcome kit

Do you currently send a new client welcome kit? You can create a client welcome kit in Canva, save it as a PDF, and send it automatically in your welcome email inside your Dubsado workflow. This can make a real difference in the client onboarding experience and put out a professional image right from the start.

What should a client welcome kit include?

• A welcome page expressing how excited you are to get started
• An overview of the client’s next steps
  • Do they need to book a call? Do they need to provide information? Make it easy for them and include that info in the welcome kit PDF
• Payment details and terms
• Communication methods, turnaround times, and any other important information from your contract or agreement

3) Getting what you need

A critical step in the client onboarding process that will make your life a lot easier is to ensure you have a process set up for getting what you need from the client. Think about everything you could need for each project type or service you offer, such as:

• Information about their ideal audience, goals, expectations
• Their login information and details
• Their branding information – fonts, color hex codes, images
• Copy or Content (ex: for website designers)

Once you have that mapped out, you can create a streamlined process for getting this information from your new client using Dubsado workflows (and forms) or Content Snare.

4) Meetings and communication with your new client

If meetings or support are included in your package, we don’t want to leave those reminders as manual tasks. Automate them! You can easily set it up in your Dubsado workflow to send an email every 30 days (for example) to remind your coaching clients to book their calls for the next month.

That’s the beauty of automation and processes; we can customize everything to fit your business.

The biggest and first step is always going to be mapping out your onboarding process. If you want help creating a streamlined onboarding process for your clients, take a look at my packages or book a discovery call right here so we can chat.