Save Time, Impress Clients, and Grow Your Business with Effortless Onboarding
Create a Seamless, Personalised Start for Every New Client, While Saving Time and Building Trust.
Save Time, Impress Clients, and Grow Your Business with Effortless Onboarding
Create a Seamless, Personalised Start for Every New Client, While Saving Time and Building Trust.
Are you ready to streamline your onboarding process, impress new clients, and build loyalty from day one, without spending hours on repetitive tasks?
You’ve Tried Everything: Google, YouTube, Even Pinterest…
Sound familiar?
You’ve spent hours searching Google, watching countless YouTube tutorials, and pinning ideas on Pinterest, hoping to find the perfect onboarding solution. But somehow, it just doesn’t come together. Either the advice is too generic, the tools don’t fit your business, or the process feels more overwhelming than helpful.
Maybe you’re stuck with a patchwork of ideas that’s more confusing than streamlined, or you’re wasting valuable time on tasks that could be automated. No wonder onboarding still feels like a chore, not the welcoming experience you want to give your clients!
Imagine this: every client joins your service and immediately feels welcomed, valued, and supported, thanks to a smooth, automated onboarding experience that reflects the best of your business....
But where do you start?
Here’s where this course comes in.
Instead of spending hours piecing together advice that doesn’t quite fit, this course gives you a complete, step-by-step system tailored specifically for service-based businesses. With ready-to-use templates, automation guidance, and a proven framework, you’ll finally have an onboarding process that’s:
Clear – No more guesswork. Just a straightforward, guided approach.
Consistent – Deliver a reliable, professional experience every time.
Engaging – Combine automation with personal touches that make clients feel valued.
Forget searching for piecemeal answers. This course gives you everything you need to confidently build an onboarding experience that feels organised, welcoming, and effortless—for both you and your clients.
Here's what you'll achieve...
Consistency and Efficiency: Automate key steps to save hours on repetitive tasks.
A Professional First Impression: Show clients that they’re in expert hands from day one.
A Personalised, Memorable Experience: Build trust by adding personal touches that set you apart.
Anna Humphris, Rediscover You
Ruth spent a day with me assessing what I need for my new coaching business and she shared her wealth of knowledge about the importance of the client journey and how I can create that with the right systems in place to ensure I have time to focus on my core work... I love how attentive Ruth is about quality both about her own business and also about how I can create that for my clients. She is full of creative ideas how to do that as well as the knowledge how to streamline that with systems.
What You'll Discover Inside...
This mini-course is a complete toolkit to transform your onboarding process into a smooth, memorable, and time-saving experience. Here’s what you can expect:
A Step-by-Step Blueprint to Design Your Ideal Onboarding Journey
You’ll start with a simple, structured approach to mapping out your client’s journey, from their first hello to the completion of onboarding. Say goodbye to overwhelm and hello to clarity as you build an experience that’s both consistent and welcoming.
The Secrets to Effortless Automation
Learn exactly how to automate your onboarding sequence, from welcome emails to resource sharing and appointment scheduling. With carefully chosen tools and templates, you’ll save hours of time while delivering a reliable, high-quality experience for every client.
Strategies for Adding a Personal Touch to Automation
Just because it’s automated doesn’t mean it has to feel robotic. Discover how to blend efficiency with warmth—using names, custom messages, and thoughtful check-ins to make each client feel uniquely valued and cared for, even in an automated setup.
Ready-to-Use Templates and Scripts to Save You Time
Get access to done-for-you email templates, personalisation scripts, client checklists, and more—all designed to make your onboarding feel effortless yet professional. These resources ensure you can start implementing immediately, with no extra work needed.
Testing and Troubleshooting Tips for a Flawless Process
We don’t just leave you to set it and forget it. You’ll also learn the essential steps to test, troubleshoot, and refine your process, ensuring every client experiences a seamless, error-free journey from start to finish.
Practical Maintenance Plan for Long-Term Success
To keep your onboarding fresh and relevant, you’ll get a simple maintenance schedule to periodically review and refine your system. This way, your onboarding process will evolve with your business, always offering clients the best first impression.
Each of these elements are designed to help build a streamlined onboarding process that fits your business perfectly so that you can free up your time, create a great client experience and grow your business in a sustainable way.
Here's how it works...
Get Instant Access to the Effortless Onboarding Mini-Course
Use the buttons on this page to join and gain lifetime access to the entire course, including workbooks and templates, ready for you to start anytime.
Follow the Course and Complete the Workbooks at Your Own Pace
Work through each step of the course with easy-to-follow lessons and practical exercises, building your onboarding process as you go.
Launch Your Confident, Streamlined Onboarding System
Move forward knowing your onboarding is designed to save you time, impress clients, and help you achieve your business goals with ease.
The Alternative?
Continue spending valuable time, money, and energy on an onboarding process that’s not only frustrating now but could also limit your growth down the line.
Keep sacrificing nights and weekends away from family, handling tasks manually that could be easily automated—leaving you burnt out and stuck in the day-to-day, instead of focusing on growing your business.
The Effortless Onboarding Mini-Course is ideal if:
You're a small business owner who wants to create a professional, welcoming onboarding experience
You feel overwhelmed by onboarding tasks and want to streamline the process.
You feel like your current process is holding you back from growing your business.
You want clients to feel confident in their choice to work with you and to start building loyalty right away.
You value your time and want to automate without losing the personal touch.
The Effortless Onboarding Mini-Course won't help if:
You are resistant to change and you prefer to stick with what you do now.
You are a small business who is happy with the business as it is and isn't looking to automate and grow.
You are a small business owner looking for a quick fix rather than investing in an onboarding process that will give you lasting results.
You are a business owner who prefers to do everything manually.
You have lots of time and are happy to rely on watching lots of YouTube videos to help you create some sort of onboarding process.
Imagine How This Will Transform Your Client Experience...
Picture this...
Every client who joins your service receives a seamless, professional welcome, complete with personalised touches that make them feel appreciated.
They know exactly what to expect and feel confident and excited to work with you..
You can focus on the exciting bits of your business rather than being consumed by chasing clients and sending manual emails.
This course will save you time, boost your confidence, and create loyal clients who are eager to spread the word about their experience with you.
All you have to do to make this dream your reality is to start.
And I'll take ALL the guesswork out of designing an onboarding process that will work for you.
Frequently Asked Questions
Do I need technical skills to implement the steps in this course?
Not at all! This course walks you through each step and offers practical, non-technical tips for setting up tools and automating workflows.
How long will I have access to the course?
You’ll have lifetime access to all course materials, so you can revisit the content anytime you need.
Will I need to pay for additional tools?
Some tools may have costs depending on your chosen platforms, but we’ll guide you through selecting options that suit your budget.
What if I have questions while going through the course?
You’ll have access to support and updates, ensuring you’re confident every step of the way.
Ready to Get Started?
For only £297, you’ll gain access to all six modules, each packed with practical steps, templates, and insights to transform your onboarding process.
Get instant access today and start building an onboarding journey that reflects your commitment to your clients and your business!
ONE-TIME PAYMENT
£297
Don’t Wait to Upgrade Your Onboarding Experience!
Transforming your onboarding process is one of the best investments you can make for your business and clients. Sign up now for just £297 and start creating an onboarding journey that saves you time, impresses clients, and sets the stage for lasting success.
