Client Onboarding Workbook

Sign up to get Jennie's free workbook!

8 Steps to Automating Your Client Onboarding!

Leave your name, email & click the button below to get the workbook delivered to your inbox!

✔ Automate the scheduling of your free consultations

✔ Develop a welcome kit, including a welcome email

✔ Utilize systems for quick and hassle-free e-signatures
✔ Implement systems to automate your invoicing

✔ Follow up emails to re-engage clients during onboarding

✔ Initiate and conduct a successful kick-off call

✔ Manage all of your client projects effectively

✔ Track your time and project progress

First NamePlease enter your First NamePlease enter a valid First Name

Email AddressPlease enter your Email AddressPlease enter a valid Email Address

Opt-Ins

Identify Core Lead Magnet

Podcasting Workbook

SEO Checklist

ICA Template

3-Month Content Calendar

Triple Sales Webinar 7/8

Social Media Checklist

Hashtag Holiday Calendar

Ways to Pivot Your Business Online

Newsletter

Top 10 Ways a VA Can Save You 10 Hours a Week

Blaire Brown x Jennie Lyon YouTube Live

15 Free Social Media Graphics

Business Planning Checklist

Reputation Management Checklist

Social Media Platform Checklist

Social Media Calendar Template

Facebook Ad Template

Goal Check-In Sheet

Delegating Quickstart

Workspace Cleaning Checklist

Product Launch Checklist

Webinar Launch Checklist

Pinterest Growth Infographic

Pre-Vacation Checklist

Virtual Assistant Webinar Checklist

New Client Onboarding Checklist

How to Use a Virtual Team to Grow Your Business and Get Your Life Back

Blog Breakdown Workbook

Website Audit Workbook

Brand Building Workbook

Word of the Year

You must select an option belowYou must select an option below

If you are human, leave this blank.

Your information is 100% secure and will never be shared with anyone!