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.
All in a day.
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.
All in a day.
Are you ready to streamline your onboarding process, impress new clients, and build loyalty from day one, without spending hours on repetitive tasks?
Smooth, Professional. Hassle-Free…
You’ve landed a new client -fantastic! But now comes the onboarding process, and let’s face it, it’s easy for things to slip through the cracks. What if you could give your clients a seamless and polished experience every single time, without spending hours managing the process?
With the Effortless Onboarding Service, I take the stress out of client onboarding, leaving you free to focus on doing what you love - running your business.
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?
Stop Piecing It Together -Let Me Build It for You
Instead of spending hours trying to create an onboarding process that almost works, the Effortless Onboarding Service gives you a complete, ready-to-use system designed specifically for service-based businesses.
I’ll create a professional, streamlined onboarding experience for you with:
Tailored Systems – A process customised to fit your unique business needs, not a one-size-fits-all approach.
Automation That Works – Thoughtfully designed automations that save you time without sacrificing the personal touches.
Proven Structure – A clear, step-by-step client journey that eliminates guesswork and builds trust.
The result? An onboarding process that’s:
Clear – Straightforward systems that guide your clients effortlessly from start to finish.
Consistent – Deliver a professional, reliable experience every time, without fail.
Engaging – Automate with intention, adding thoughtful personal touches that make your clients feel valued and welcomed.
Forget searching for piecemeal solutions. With this done-for-you in a day service, you’ll have an organised, professional onboarding system that feels effortless, both for you and your clients.
Here's what you'll achieve...
Consistency and Efficiency: Automated 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's Included?...
I handle the heavy lifting of setting up a professional, streamlined onboarding process tailored to your business. Here’s what you’ll get:
Customised Client Intake Forms
Make it easy for your clients to provide the information you need, right from the start.
Automated Welcome Emails
A warm, professional welcome that sets the tone for your client relationship..
Contract & Invoice Integration
Seamlessly manage agreements and payments in one go.
Step-by-Step Client Journey Map
Clear, automated steps that guide your clients through what happens next, building trust and clarity.
Scheduler Integration
Allow clients to book meetings, calls, or sessions effortlessly with a fully integrated calendar scheduler.
Tech Setup & Automation
From CRM integrations to task automations, I’ll ensure everything runs like clockwork.
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...
Deep Dive Call
Prior to the day, we'll chat about your current process, what's working and what's not working and what systems you are currently using.
Custom Strategy
I'll map out the ideal onboarding process for your business.
Done-For-You Implementation
On the day, I’ll set everything up, test it thoroughly, and ensure it’s ready to go.
Handover & Training
I’ll walk you through the system so you feel confident using it moving forward.
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 Done-for-You VIP Day 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 outsource so that it is done properly first time.
The Effortless Onboarding
Done-for-You VIP Day 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 done-for-you service 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
What tools or software do you use?
I work with popular tools like Dubsado, Calendly, Zapier, and CRMs like Go High Level and HubSpot. I’ll recommend the best tools for your business if you don’t already have systems in place.
Do you provide ongoing support after the system is set up?
Absolutely! I offer a follow-up period to ensure everything is running smoothly, plus training to help you feel confident using the system. If you need ongoing support, we can discuss a retainer package tailored to your needs.
What if I don’t have any onboarding process in place yet?
No problem! I’ll create your onboarding system from scratch, ensuring it aligns with your business goals, workflows, and client expectations.
Is this suitable for small businesses at the beginning of their journey or just larger more established businesses?
This service is perfect for small businesses and solo business owners both at the beginning of their journey and more established businesses. Whether you have 2 clients or 20, a streamlined onboarding process saves you time and helps you look more professional.
Can you work with my current tools or systems?
Yes! If you’re already using tools, I can integrate and optimise them. If your systems need an upgrade, I’ll help you choose and set up the best tools for your needs.
Ready to Get Started?
Your time and peace of mind are priceless—but the Effortless Onboarding Service makes it affordable to level up your client experience.
For an investment of £997, you’ll gain a system that works for you every time.
Book your free consultation to see how I can help you create an onboarding process that's not only smooth but effortless.
