Client Onboarding System
The problem: New clients are confused. You’re sending manual emails for everything. It takes days to get someone from “yes” to actually starting work.
What I’ll build
- Automated client journey from inquiry to signed contract to first session
- Custom intake forms
- Email sequences that run on autopilot
- Payment and contract workflows
- CRM setup (Dubsado, HubSpot, Airtable, or what you need)
After 1-2 weeks: New clients get onboarded smoothly without you lifting a finger.