How to Structure 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 onboarding sequence used by top coaches.
Most coaches waste hours on repetitive onboarding tasks. Sending welcome emails, collecting intake forms, scheduling calls, and sharing resources. Multiply that by 10 clients and you’ve lost a full workday.
I built a simple five-step sequence that handles 80% of this work automatically. First, a welcome email with a link to your client portal. Second, an automated intake form that populates a CRM. Third, a scheduling link for the kickoff call. Fourth, a resource library with pre-recorded videos and worksheets. Fifth, a follow-up email sequence for the first three weeks.
You can build this with tools like Notion, Calendly, and Mailchimp. Or use our Client Onboarding Template Pack that does it all in one download. Either way, automate the repetitive parts and reclaim your time for actual coaching.