The 5-Star Client Onboarding Experience Packages
Deliver a seamless and professional experience for your clients with our expertly designed onboarding system. From first contact to ongoing client relationships, this package provides everything you need to wow your clients, streamline your process, and grow your business.
Foundation Onboarding Package
This onboarding package is for people who need a foundational client onboarding system set up.
$2497
per ad
Maximize Your Onboarding Package
This onboarding package is for people who may have an onboarding system in place, but it needs work.
$997
per ad
These packages do not include the price of the systems. We can set up your client onboarding system in several different platforms and will help you decide which ones are best for your business and budget.
Client Onboarding System Set-Up Packages | Foundation Onboarding Package | Maximize Your Onboarding Package |
---|---|---|
1 x 60-minute strategy call to map out your entire client onboarding experience | ||
Audit of current forms or creation of new ones | ||
Customized proposal template creation and setup | ||
Customized contract/work agreement creation and set up | ||
Customized welcome email creation and setup | ||
Customized form design that matches your branding | ||
Customized kick off call template | ||
Call scheduling system setup with two appointment types | - | |
Client portal setup | - | |
Invoicing system setup including payment plans | - | |
Automated workflows to deliver your entire client onboarding experience | - | |
Final client onboarding system walkthrough call | - | |
Invoicing System Setup | - | |
Training videos | - | |
30 days of follow-up support via email | - |
Ready to Get Started? Or Have More Questions?
"Working with Jennie has streamlined our company and easily made us more efficient. It’s always important for me to let the professionals do what they do best and get out of the way. Jennie has instilled a trust factor for our company, which lets us put our focus in other areas."
CARTER OOSTERHOUSE is one of America’s most recognized lifestyle experts. Having carried many popular television series ranging from Trading Spaces and Red and Hot & Green to Million Dollar Rooms and Celebrity Motor Homes. Most recently, Carter played host to FYI’s Rowhouse Showdown and will be co-hosting ABC’s hit primetime series, The Great Christmas Light Fight.
“Jennie’s digital marketing experience, combined with her excellent organizational skills, is a win-win for any small business. In fact, her social media efforts resulted in a 280% increase in email signups for my website!”
JULIE REVELANT is a health journalist and healthy school lunch advocate who teaches parents how to raise healthy kids who crave healthy food.
"Jennie brought us fresh new marketing ideas to keep things moving and looking good on social media and the web. Her process is efficient, quick, and turn-key. Now, people understand exactly what we do and HOW WELL we do it before coming to the website. It's no longer an uphill battle to make a sale. Jennie's excellent eye for detail and content support is, no doubt, a key driver for this outcome.
FRAN BISHOP of Aerobodies helps companies maximize their profits and strategic investments in human performance programs and wellness facilities.
“I am blown away. I seriously wanted to cry when I saw what an amazing job Jennie did for me (and for my clients) in such a short time. All of the content was fantastic, with no further edits required. ‘Thank you’ isn’t sufficient. I’m truly impressed and so grateful I found her.”
CHRISTINE HAKKOLA of Build Your Private Practice teaches therapists and counselors the precise steps to launch their private practice, attract dedicated clients, and simplify their business operation to create ease, flexibility, and financial security.
“I am so happy I hired Jennie! She’s a genius at what she does, allowing me to focus on what I’m good at, the fun, creative parts of being an entrepreneur. Every time I slide a task off my plate onto Jennie’s, she gets it done so quickly and efficiently that I’ve increased my own momentum. As a result, things are finally taking off in my business!"
SUMMER TURNER helps introverted womanpreneurs who want a life and business of ease in flow in spiritual, personal, and financial alignment.
“Jennie is my secret sauce! The startup phase of my new business was overwhelming me. I knew I needed a social media presence but did not know where to start or have the time to maintain it. Jennie has been awesome to work with! She created a wonderful digital presence for me online through my blog, Facebook, and Twitter. She keeps everything planned, scheduled, and maintained. I am amazed at how well she has gotten to know me and my business. She’s even able to write in “my voice”. Whenever I have had a few ideas I’d like to incorporate into my site, she would integrate them beautifully. This has been a huge help to me and allows me to serve my clients better and work on growing my business.”
STEPHANIE KATHERINE is a guide and mentor who empowers and provides ongoing support and guidance to set goals and make sustainable changes that improve health and happiness.
“Jennie is a dream to work with – proactive, responsive, and diligent! Her work is top-notch, and I’m grateful to her for all the help she gives me! Thanks to her contributions to my business, I have been able to double my revenue and better serve my clients.”
JENNIFER BROWN of Successful Culture International is a business-focused human resources leader who knows that a business is only as strong as its people. Her goal is to provide thoughtful, specialized, and appropriate business solutions to challenging HR, leadership and organizational development issues.