Wow new leads and clients with a fully automated client onboarding and lead management system

Have your bespoke client onboarding process set up and automated in a day

Your VIP day
onboarding time

We will work with you to map out your dream client onboarding process.

Once defined we will then implement it into Dubsado or your chosen program, integrating it with your existing software such as email service provider, Slack and project management software.

You’re tired of…

Spending hours chasing down contracts, invoices and setting up appointments

Feeling like you’re always chasing your tail to get things done

Missing out on opportunities cause you’re at max capacity, knowing you could do more

You’re stuck in the busy work, not what lights you up

You started this business expecting to serve people and have more chance to be creative but instead you’re:

– Working late into the night
– Missing family events
– Feeling completely exhausted all the time

You know your business can do more, you know you’re ready to go beyond 6-figures.

It’s time to start setting up the structure so you can scale with more freedom.

Enter the DRIVE Client Onboarding VIP Day

We will work with you to map out your dream client onboarding process.

Once defined we will then implement it into Dubsado, integrating it with your existing software such as email service provider, Slack and project management software.

At the end of the day, you will have an optimised and fully automated onboarding system to wow your clients.

Get out of the feast and famine cycle with an automated onboarding process that brings in clients consistently 

Have your cake and eat it too!

Client onboarding is the most important process in your business. It is your clients first taste of what working with you will be like, get it right and everything else will be so much easier.

You’ll be more likely to get referrals, repeat business and it builds trust.

On top of that client onboarding is traditionally highly manual, taking a lot of time. By automating the process you’ll save hours! (I’ve had clients cut onboarding time from 6 hours to just 10 minutes)

Here’s How It Works:

join

To Summarise What’s Included:

90-minute consult and workshop to map out your ideal client onboarding process

Bespoke onboarding system set up in your chosen software, completed within 24 hours

Process documentation created so you can easily use your new system

Integrations & automation set up with your other tools so everything links together seamlessly

Access to email swipe files as well as exclusive discounts saving you time & money

Your Investment:

£1,500 

 

Payment plans available

 “I now have a clear plan for the coming 12 months about how I’m going to build out my business. I will have systems to support the business to grow in a way that is less time-intensive for me and more rewarding, professionally and financially.”

Macushla; Copy Writer and Coach

This program is for people who are:

Ready to scale to multiple 6- and 7-figures.

Reaching capacity with clients – having to turn dream people away

Committed to success and implementation.

Know that business is important but not the most important thing, we value mental health & wellbeing here.

Not for People Who Are:

Looking for a quick fix or a get rich quick scheme.

Always finding excuses not to implement.

Happy to stay in their comfort zone and with the status quo

Are just starting out and haven’t yet got any clients.

FAQs

What is the process & next steps?

To understand if a DRIVE VIP day is going to be right for you, you need to book a consultation call and complete an application form. On the call we will discuss if this is a good fit.

What’s the time commitment?

You will need about 3 hours to complete the VIP Day and prework. This includes a 90-minute consultation, training session and the pre-questionnaire.

What do you need?

The most important thing you need to do is complete the onboarding questionnaire. In this, you will be asked to share details about your business, any current systems, software or processes you are following and finally what you want to achieve. Once this is done, all you need to do is come to your DRIVE VIP Day ready to work.

What if I don’t want to have a [insert thing here]?

You may have heard you need to have a specific offer suite/online course/membership etc to scale your business. This isn’t the case. Through the DRIVE VIP day we will work together to define the right plan to scale for your business that aligns to the work you love to do, your clients needs AND your values.

That’s it, I’m in!