We build your entire client onboarding flow in Airtable. Intake, contracts, welcome sequence, kickoff scheduling — everything triggers automatically the moment someone says yes. You show up to the first call, not the logistics before it.
Get started today →From the moment a client pays to the moment your first call begins — every step handled automatically.
Collects everything you need before your first call — goals, brand assets, logins, preferences — organized automatically so you show up prepared, not scrambling.
Contract sent, signed, and filed the moment a client commits. No chasing. No manual sending. You wake up to a signed contract, not an unanswered email.
A warm, branded welcome email sequence goes out automatically after signing — setting expectations, sharing what happens next, and making every client feel like they made the right decision.
Calendar scheduling built directly into the flow. Client books their kickoff, receives confirmation, reminders, and prep materials — all without you touching it.
A structured workspace generated in Airtable — organized with their goals, deliverables, and notes — so your first call starts with clarity, not confusion.
Monthly management keeps the system current as your offer evolves. New deliverables, new intake questions, new pricing — the system stays accurate.
If you're onboarding more than two clients a month and still doing it manually, you're losing time — and leaving trust on the table.
You're growing, but your onboarding is a patchwork of manual emails and forgotten follow-ups. This system handles every step so you can take on more clients without burning out.
A $5,000 or $2,500 coaching program needs an onboarding experience that justifies the price. Clients who receive a seamless, automated onboarding assume everything else will be just as well run.
Adding a high-ticket coaching offer to your course business? You need a system that handles onboarding volume without creating a second job for yourself.
We build the system around your exact offer — then hand it over fully operational.
We map your exact client journey — what happens after they pay, what you need from them, and where things currently slip through the cracks.
We design the full onboarding flow in Airtable — intake, contract, welcome sequence, kickoff scheduling, and workspace — all connected into a single automated system.
Every step is built, connected, and tested end-to-end. We run a full dry-run before any real client goes through it — so you never beta test on a paying customer.
You go live. We monitor. Every client who comes through gets the exact same seamless experience — and we manage the system monthly to keep it that way.
One flat price. No hourly billing, no surprises. Your full onboarding system built and running.
Get all four services in one package — 3 social media platforms + Client Onboarding System + Marketing Workflow Automation + Marketing Ops Dashboard.
Your entire marketing operation, built and running from day one. Incident support included.
Message us directly — no forms, no discovery call required. Tell us about your coaching offer and how you're currently onboarding clients, and we'll tell you exactly what the system would look like for your business.
Done-for-you content system — trained on your brand, published across every platform every month.
Eliminate the manual work in your follow-up, email sequences, and reporting — once and for all.
One organized view of your clients, content, and revenue — built in Airtable for your business.