Onboarding System Builds
Onboarding is your very first client deliverable. It’s time to treat it as such.
Great onboarding isn’t just about documents and forms — it sets the tone for the whole relationship. We help you create a system that feels easy for clients and efficient for your team.
This service is for service-based teams who want to deliver a seamless onboarding experience without burning out their team in the process. They want to bring simplicity, ease, and clarity to their business.
Onboarding System Build
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Audit of your current client onboarding process
Mapped workflows from intake to kickoff
Automated forms, emails and templates (in your tools)
Internal SOP or handoff guide
Async walkthrough video for internal use
30 days of post-project support
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8–10 weeks + 30-day post-handoff support
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$3,500 → $5,000
Let’s Make It Seamless
You focus on your clients. We’ll build the systems to support growth and improved delivery.