Free Resource

Step-by-Step Guides, templates, AI Prompts, Examples & Samples.

Enter your email to get a FREE downloadable resource from my onboarding course! This is a sample of what's inside The First 100 Days Course —templates, tools, and guides designed to help you take action without having to start from scratch.

Let’s make your systems smoother, your client experience stronger, and your business way more efficient!

Download Now

Free Resources

Step-by-Step Guides, templates, AI prompts, Examples & Samples.

Enter your email to get a FREE downloadable resources from my onboarding course! This is a sample of what's inside The First 100 Days Course —templates, tools, and guides designed to help you take action without having to start from scratch.

Let’s make your systems smoother, your client experience stronger, and your business way more efficient!

Download Now

Remarkable Onboarding Must Haves

Intel Process  |  Team Involvement  |  Solid Planning Process

Days 1 - 30

Professionalism & Efficiency

  • SOPs & Error-Free Processing
  • Paperwork Party
  • Weekly Status Updates
  • Breaking Up Process
  • Thank You Card 
 

Days 31 - 60

Surprise & Delight

  • Formal Onboarding Meeting
  • Expectations of Our Engagement
  • Check-ins
  • Welcome Email/Kit
 

Days 61 - 90

Shock & Awe

  • Check-ins incorporating Intel
  • Contract Review and/or Statement Review
  • Something Extra (Gift, Tax Season, Personal Video, etc)

Want More?

 

Your onboarding experience sets the tone for the entire client relationship. The First 100 Days gives you a proven framework for creating a thoughtful, streamlined process that helps new clients feel confident they made the right choice.

Instead of piecing together emails, checklists, and next steps every time a client signs on, you’ll build a repeatable onboarding system that reduces friction, keeps you organized, and can be delegated as your practice grows.

Whether you’re building your process from scratch or know your current one could be better, The First 100 Days will help you create an experience clients remember—and one they’ll want to tell others about.

LEARN ABOUT THE FULL COURSE HERE

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