How to Onboard Clients in Under 30 Minutes

I used to spend two hours per new client: emails, forms, scheduling, and chasing documents. It drained my energy before the real work began.

Here’s what changed: I built a single intake flow with a pre-work questionnaire, automated calendar booking, and a welcome video. Now each client completes everything before our first call.

Use tools like Calendly or Acuity for scheduling, Google Forms or Notion for questionnaires, and Loom for your welcome video. Set up automation in Zapier or Make to connect them.

The result: I cut admin to 30 minutes and clients show up more prepared. Try it — you’ll never go back.