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Client Onboarding for Service Providers 

Less stress- fewer awkward conversations and more time to achieve client goals. 

A service provider discussing details to 2 clients viewing documents and digital resource.

Need help cleaning up or creating a process for welcoming new clients?

Let us help you assemble the ideal onboarding process that addresses present and future client questions and ensures they understand your services.


Be less stressed and feel reassured that the process starts on the right foot. 


  • One Discovery Session for up to two hours to determine a timeline, and goals, brainstorm marketing opportunities, messaging, and more.

  • One monthly 30-minute check-in to discuss progress.

  • Write copy for onboarding guide and provide art direction with a graphic designer (additional costs apply for graphic design).

  • Provide a script that reviews highlights of the onboarding guide for the first 10 minutes of the Initial Client Meeting.

  • Create documentation for the updated onboarding process.


Marketing & Patron Experience on NEW Ideas


Her proposal for my small business was thorough, giving me many opportunities for growth and visibility. She continues to inspire me to dream big. I am excited to continue working with her to grow my business.

— Nina Riggle

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