Client Onboarding in 60 Minutes: 5 Steps to Make It Seamless and Scalable
👋 Hey there, Entrepreneur!
Scaling a business shouldn’t feel like running a marathon every week. Today, we’re focusing on a game-changing onboarding process that helps you welcome new clients smoothly, save hours, and set them up for long-term success.
Here’s what you’ll get in this issue:
⚡ Quick Win: Create a 15-minute onboarding welcome kit.
🔎 Deep Dive #1: Build a scalable, automated onboarding system using Calendly + Loom + Google Drive.
🔎 Deep Dive #2: Automate your client contracts and payments to reduce friction and speed up revenue.
📊 Poll: What’s your biggest bottleneck during onboarding?
⚡ Quick Win: Build a 15-Minute Client Welcome Kit
Action: Create a simple one-pager PDF that includes:
A short welcome note
Your service roadmap
Key contact details
A link to schedule their kickoff call
Tools to use:
Canva – Design your branded one-pager
Calendly – Automate kickoff call bookings
Outcome: You save hours explaining the same details repeatedly and look 10x more professional instantly.
🔎 Deep Dive #1: Automate Client Onboarding Like a Pro
Why it matters:
Manual onboarding wastes 3–5 hours per client. Automating it frees your time and ensures consistency.
Steps to implement:
Set up an automated calendar link → Use Calendly for scheduling.
Record a welcome video → Use Loom to create a personalized intro explaining next steps.
Centralize client files → Store onboarding docs in Google Drive for easy sharing.
Automate onboarding emails → Use Klaviyo or ActiveCampaign to send instructions automatically.
Resources:
Calendly Setup Guide
Loom Walkthrough
Google Drive Templates
@drewjroberts Is Your Business Growing or Hitting a Plateau? Every successful business has key pieces that drive growth—systems, marketing, sales, and ... See more
🔎 Deep Dive #2: Automate Contracts & Payments
Why it matters:
Delayed contracts and payments create cashflow headaches. Automating them speeds up client sign-offs and payment processing.
Steps to implement:
Use HelloSign or DocuSign for digital contracts.
Set up Stripe or PayPal for seamless payment processing.
Link contracts + invoices into your onboarding email sequence for one-click sign & pay.
Resources:
HelloSign Free Plan
Stripe Quick Start
@drewjroberts DB Impact is company focused on helping startups and small businesses work less and win more. We streamline your operations, boost sales, ... See more
📊This Week’s Poll
What’s your biggest bottleneck during client onboarding?
💡 Key Takeaways
Automate onboarding to save 3+ hours per client.
Use a welcome kit + Loom video to make clients feel valued.
Integrate contracts + payments to reduce friction and speed up revenue.
Systemize once, scale forever.
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