What if you could create your entire client onboarding process in Dubsado in just a couple hours?
let me rephrase that. . .
What if, within the next couple hours, you had an automated, professional client onboarding experience that turns leads into paying clients with just a couple clicks?
. . . An onboarding experience that takes minutes, instead of hours, and can be reused for every client….
Because your onboarding experience can be the deciding factor of whether a lead becomes a paying client and if a client wants to renew their contract.
If you want to create a client onboarding process that wows your clients and makes them want to hire you over and over again. . .
keep reading
Here's the problem. . .
you know that in order to book clients, you need an onboarding process
Right now however, you’re. . .
• Wasting hours in Dubsado, stress eating a bag of chips trying to figure out how to set it up
• Saying “I’m so done with Dubsado, I’m just going to keep:
• Sending emails back and forth to find a time to book a discovery call
• Piecing together a bunch of platforms to get people on a discovery call, send contracts and get paid.
• Spending hours onboarding new clients and updating contracts for each person
can you imagine?
Imagine having an onboarding process that turns leads into paying clients within days . . without wasting hours stressing over how to get them set up in Dubsado…
What would happen? Let me paint a picture:
✓ You wake up on Monday morning to a new lead and by the time Wednesday comes, they’ve already signed the contract and paid their invoice
✓ You feel confident onboarding your new clients and charging premium rates because your new client is getting the premium experience they deserve
✓ You can spend more time marketing your services and working with your clients instead of BTS sending out contracts
If you want to learn how to create an onboarding experience that wows your clients, I have something for you. . .
introducing
The step-by-step program that shows you how to create a streamlined, professional onboarding experience for your clients in Dubsado in just a couple hours.
curious about the content?
here's what's waiting for you inside the
Client Onboarding Kit
module ONE
ONBOARDING WORKFLOW TRAINING
Learn the 2 types of onboarding workflows depending on the type of service you offer and how to automate each one so you can turn your leads into paying clients as quickly as possible.
MODULE TWO
setting up your inquiry form
Get a step-by-step tutorial on how to set up your inquiry form and learn how to share your form with your audience to start getting leads. Plus, get an inquiry form template that you can upload to your Dubsado account with just one click!
mODULE THREE
create your discovery call calendar
Streamline your call scheduling so leads can schedule calls quickly, without back and forth emails. Watch a step-by-step video tutorial on how to set up your calendar, share it with your leads and create meeting links automatically.
mODULE FOUR
create and send contracts
Create contract templates so you can get contracts sent out quickly and you aren’t starting from scratch every time.
mODULE FIVE
create invoices + automated workflows
Create invoices and automated workflows to onboard your new click with a couple clicks and get paid automatically. This module is broken down into the 3 main ways you’ll charge clients including a paid in full option, a payment plan option and a recurring monthly invoice option.
MODULE SIX
track leads in dubsado
Organize your leads and clients in Dubsado to make sure no one falls through the cracks and everyone has received the proper emails and documents.
let's talk about the bonuses
In addition to everything inside the Client Onboarding Kit, I’m also going to throw in 3 bonuses to give you a kickstart to setting up your onboarding experience
BONUS ONE
discovery call EMAIL TEMPLATES
Copy + paste call email templates to share your calendar link with leads and schedule call reminders to eliminate no-shows.
BONUS TWO
15 canva templates for your portal
Match your portal and inquiry form to your brand with our completely customizable Canva templates. You can update everything on the template including the colors and fonts to make sure they match your brand.
BONUS THREE
onboarding EMAIL TEMPLATE
YAY you’re ready to seal the deal and get your contract signed, sealed and delivered! Copy + paste this email template to set expectations and deliver the contract to your new client.
Ready to create a wow-worthy client onboarding experience today?
get instant access to:
- Client Onboarding Workflow Training ($197)
- 5 lessons of trainings, templates and tech tutorials ($297)
- 1-Click Inquiry Form Template ($27)
- BONUS Discovery Call Email Templates ($27)
- BONUS 15 Canva templates for your portal ($27)
- BONUS Onboarding Email Template ($27)
Total value: $602
100% money back guarantee
Watch all the trainings, implement what you learned and if you still don’t feel confident in your onboarding process, email me within 7 days of purchase and I’ll refund your money, no questions asked!
hi, I'm kayleigh
I can’t wait to help you create and launch your new streamlined and professional onboarding experience.
After onboarding dozens of my own clients and onboarding dozens of my client’s clients, I’ve nailed the perfect onboarding process that wows new (+ potential) clients so they want to hire you again and again.
I can’t wait for you to get your hands on the Client Onboarding Kit so you can confidently enroll clients at your premium rates, knowing you have an onboarding experience that reassures them they made the perfect choice when hiring you.
See you inside!
– Kayleigh
frequently asked questions
This is specifically built to be used with Dubsado.
Dubsado is free up to 3 clients so you’ll make more than enough to cover your expenses when you’re ready to upgrade. It’s also very affordable when you do upgrade.
All you’ll need to do is link a PayPal or Stripe account (which are both free to use) to accept payments. Dubsado will take care of everything from hosting your inquiry form, sending emails, creating contracts, sending invoices and scheduling calls.
still not sure if the Client onboarding kit is right for you?
THIS IS PERFECT FOR YOU IF. . .
✓ You’re a service provider who works with clients in a 1:1 or group setting
✓ You have to send contracts and invoices to clients regularly
✓ You’re ready to create a premium client onboarding experience that wows your new client and helps you stand out from the competition
get the Client onboarding kit today!
ONE PAYMENT OF
$147
- Client Onboarding Workflow Training ($197)
- 5 lessons of trainings, templates and tech tutorials ($297)
- 1-Click Inquiry Form Template ($27)
- BONUS Discovery Call Email Templates ($27)
- BONUS 15 Canva templates for your portal ($27)
- BONUS Onboarding Email Template ($27)