How to Create a Client Onboarding Sequence That Saves You 10 Hours a Week
Stop reinventing the wheel for every new client. Here's a step-by-step system to automate your onboarding and reclaim your time.
You know the drill: email back-and-forth, chasing paperwork, scheduling intake calls. It eats hours. But what if you could cut that time by 80%?
Start with a simple welcome email that includes a link to a shared folder (Google Drive or Notion). Inside, place your intake form, coaching agreement, and a pre-session questionnaire. Use a template so you're not writing from scratch. Then, automate reminders with a free tool like Calendly or your CRM.
Next, create a standardized intake call agenda. Record a Loom video explaining how to fill out forms—most questions vanish. Finally, set up a client portal where everything lives in one place. Do this once, and each new client takes 15 minutes to onboard instead of 2 hours. I've saved 10 hours a week using this exact system.