Upgrade Your Onboarding, Elevate Your Business
Your Coaching or Consulting Business Deserves a Premium Onboarding Experience
You’ve put countless hours into developing your offers, refining your coaching or
consulting programs, and ensuring your clients get exceptional results.
But what about their first impression of working with you?
👉🏽 Is your onboarding experience just as high-quality as your coaching or consulting?
👉🏽 Or does it feel outdated, inconsistent, and unnecessarily manual?
If you’re still chasing down contracts, sending scattered emails, or manually tracking leads on a messy spreadsheet, you’re leaving money on the table—and likely dropping balls along the way.
A modern, streamlined onboarding process isn't just about convenience; it’s about elevating your brand, closing more deals, and ensuring every client starts their journey with you feeling confident, excited, and valued.
Let’s Be Honest—Your Current Process Isn’t Cutting It
❌ Clients don’t get the same smooth, professional experience every time.
❌ You’re constantly reinventing the wheel—manually sending proposals, invoices, and contracts.
❌ You’re losing leads because there’s no automatic follow-up nudging them to take the next step.
❌ You have no clear visibility into your deals, client progress, or revenue pipeline.
❌ It’s frustrating, time-consuming, and (let’s face it) not the experience you want for your business.
It’s time to change that.
The Power of a Premium Onboarding System
Imagine having an automated, high-touch client onboarding process that:
✔ Immediately impresses new leads with a seamless booking & inquiry system.
✔ Sends professional, branded proposals, contracts, and invoices—without you lifting a finger.
✔ Automatically follows up on leads, so no potential client slips through the cracks.
✔ Tracks deals moving through your pipeline, so you always know what’s closing next.
✔ Gives you real-time visibility into your revenue goals—because nothing sparks action like seeing those numbers rise!
With HoneyBook fully set up and optimized, onboarding isn’t just easier—it’s a game-changer for your business growth.
We take everything off your plate and transform your onboarding system into a seamless, automated, revenue-generating machine—custom-built for your business.
What’s Included:
✔ Full HoneyBook Implementation – Custom setup tailored to your coaching or consulting business.
✔ Account Configuration – All essential settings personalized for your workflow.
✔ Scheduler & Forms Setup – Seamless booking and inquiry forms for a polished client experience.
✔ Smart Files & Pricing Guide – A beautifully branded, interactive way to present your offers.
✔ Custom Client Intake Materials – Professional proposals, contracts, invoices, and contact forms.
✔ Comprehensive Questionnaires – Onboarding, feedback, and testimonial forms built into your system.
✔ Automated Workflows & Canned Emails – Ensure every lead and client receives timely, consistent communication.
✔ Visibility on Deals & Revenue Goals – HoneyBook’s intuitive dashboard keeps you focused and driven.
✔ 3 Calls – One at the start, a mid-point check-in, and a final walkthrough to ensure mastery.
✔ Bonus: 30% Off Your First Year on HoneyBook – Our exclusive affiliate discount saves you money.
Starting at $3,000 CAD
Please note: Additional fees may apply for more advanced builds involving multiple offers, languages, or third-party integrations.
How Your Business (and Your Life) Will Change
✨ Your onboarding process will feel effortless—no more scrambling to send forms or follow-ups.
✨ You’ll close more deals because leads won’t slip through the cracks.
✨ You’ll have real-time visibility on your revenue pipeline—keeping you focused and motivated.
✨ Every client will receive a premium, consistent experience, reinforcing your expertise and professionalism.
✨ You’ll get back valuable time—so you can focus on delivering results, not managing admin tasks.
Ready to transform the way you onboard clients?