How to Automate Client Onboarding in One Afternoon
Stop sending individual emails. Set up a system that delivers your welcome materials, intake forms, and schedules automatically.
You signed a new client. Great. But now you're stuck in the same old routine: emailing forms, scheduling calls, sending PDFs. It eats hours every week. The fix is simpler than you think.
Start with a single automated onboarding sequence. Use a tool like ConvertKit or Mailchimp to trigger a welcome email the moment a client signs up. Attach your intake form (we have a template for that). Then schedule the next steps—like a kickoff call link—automatically.
Once that's running, layer in a client portal. Notion or Google Drive works. Give clients a link that never changes. Store all their materials, recordings, and progress trackers there. They get lifetime access. You get zero follow-up emails about 'where's the file?'
The result: you reclaim 5-10 hours per client in the first month. That's time you can use to actually coach—or take a break. Start with one sequence this afternoon. You'll wonder why you didn't do it sooner.