The Onboarding Mini-Course
Look professional and feel organised as you attract and onboard new ideal clients
£49
As Seen In:
Imagine converting a new lead to a paying client in a few easy steps whilst you feel like a confident CEO
Imagine increasing your prices because clients love working with so much that you’re fully booked!
Would a proven onboarding method up your game and help you stand out in a crowded industry?
HELL YES IT WOULD!
And I know becuase it’s done that for me- and now I’m here to show you
And I’ll tell you how I know…
I’ve worked with so many business owners who come to me feeling like this…
- Disorganised and overwhelmed every time they took on a new client
- Worried about forgetting what comes next and missing a step
- Concerned that their new client could get cold feet
I supported my clients to learn how to onboard like a pro… and things started to change- they felt calm and in control, their confidence soared and they increased their pricing as clients raved about their services
And guess what? That attracts even more clients!
My signature client onboarding process is now available to you!
Introducing the Onboarding Mini-Course
Your 6 core trainings are delivered in easy to action modules to ensure you perfectly plan, create and execute the best onboarding process for you!
With checklists and supporting resources to propel you on your way to a smooth and welcoming process for you AND your client.
The reason you’re stuck with your processes is because it takes years to learn about them from scratch!
I’ve done the hard work for you.
The Onboarding Mini-Course is your fast-track to a high-ticket experience for your new clients.
What my clients say
“Before working with Kate I was struggling to come up with a clear client onboarding process by myself.
I had started setting up a process but wasn’t entirely happy with what I had.
Working with Kate has given me some great suggestions and clarity & I will be very happy with my onboarding process once I have implemented the ideas we discussed”
@debscompleteva
Goodbye clunky, messy processes that change with every client.
Hello to streamlined, clear processes that boost your confidence and authority.
This is a proven method- you too can receive COMPLIMENTS on your onboarding process when converting a lead to a client AND if you’re a VA or OBM, you could go on to build out these processes for your own clients!
For this course, it doesn’t matter which software you use to manage your clients.
You could be using Dubsado, Honeybook, ClickUp or just a spreadsheet and your inbox- this is the theory, the strategy, the process and steps that you need for a successful, easy onboarding process.
You simply apply it to your own systems – EASY!
As a service provider in a noisy online world, you need to showcase the very best client experience, administration & organisation – that’s what will put you above your competition and means you can attract the very best clients and increase your prices
What’s included in the Onboarding Mini-Course?
- Module 1: Onboarding process Strategy
- Module 2: Lead Management
- Module 3: Discovery calls
- Module 4: Proposals
- Module 5: Contracts & Payments
- Module 6: Kick off calls
- Business Development Checklist
- Offboarding workflow
All for just £49
What my clients say
“I wanted to make things easy for me and make my clients feel guided and valued.
I wanted to establish myself as an authority and felt my current process, or lack of, wasn’t good enough.
I did try to do a lot myself but I ended up making mistakes along the way.
Kate helped me establish when I should be sending documents and emails to clients.”
@virtuallyaccomplished
How does it work?
Get instant
access
When you buy The Onboarding Mini-Course you’ll get instant access from a link sent to your email address.
Go at your
own pace
Work through all 6 modules and bonuses in your own time and at your own pace.
Start wowing
your clients
Apply what you’ve learned and start giving your clients the very best experience through your brand new onboarding management process.
Frequently Asked Questions
For this course it doesn’t matter which software you use to manage your clients.
This course is about theory, strategy, process and steps you need for a successful onboarding experience for your clients.
Yes! If you’re a VA or OBM you could build out these processes for your own clients.
You can get instant access to this course for a one-off payment of £49!
You will get instant access to this course via a link sent by email after you buy. check your spam and promotions folder if you do not see it in your inbox. Email hello@olivier-consultancy.co.uk for any pre-purchase questions or any login issues.
The course covers:
- Onboarding process strategy
- Lead management
- Discovery calls
- Proposals
- Contracts & payments
- Kick off calls
No more messy processes and unhappy clients
Look professional and feel organised to give your clients the very best
onboarding experience