The first thirty days set whether a client renews, refers you, or quietly becomes a problem. In most businesses those thirty days are held together by one person's memory and a folder of half-updated templates.
I build client onboarding as a system, so it runs the same way whoever is on it.
WHAT I BUILD
A mapped onboarding journey from signed agreement to first delivered value, with every step, owner and timing named
An intake form that collects everything you need once, so nobody has to go back and ask
A workspace template in ClickUp, Asana, Monday.com or Notion that spins up automatically for every new client, with tasks, owners and due dates already set
The client-facing side: welcome message, kickoff agenda, what happens next and when, so they are never wondering
Internal handoff checkpoints between sales and delivery, so nothing agreed in the sales call gets lost
Automations for the reminders, document requests and status updates that currently rely on someone remembering
A thirty-day check that either confirms the client is where they should be or flags it early
WHAT IT FIXES
Slow starts, repeated questions, work beginning before the information arrives, and the quiet gap between the promise made in the sales call and what delivery actually knows about.
WHO THIS IS FOR
Service businesses, agencies, SaaS companies and clinics onboarding more than a handful of clients a month.
BACKGROUND
MBA with 10 years in business management and operations. ClickUp Certified. ISO Quality Management Systems certified. Lean Six Sigma certified (CSSC). Google Project Management Certificate. Trained in the EOS, Scaling Up and Pinnacle operating systems.