Save time, money, frustration

by organizing your Client Onboarding system

 


The Client Onboarding Flowchart shares a simple, five-step path for new client intake in your coaching business. This flowchart walks you through the five onboarding phases and forms that you’ll need each step of the way.

FROM OUR CLIENTS

“Not only was my launch done beautifully, but Jen helped me understand all the steps, took all the stress out of it, and then during the event itself, the team was absolutely there to make sure it went off flawlessly…  working with SavvyAssist was a true blessing! [watch video] ”

Misti Patrella

Founder, Coach Misti

“From the beginning, Jen asked lots of great questions in order to understand my business and my long-term goals.  My entire team is virtual, so Jen’s focus on business systems and processes has helped all of us be more efficient.  Working with her has given me freedom and more time to spend on the things that I do best.”

Tony Hill

Founder, IMG Publications

NOTICE: ALL THE CONTENT ON THIS WEBSITE IS MEANT FOR INFORMATION PURPOSES ONLY.

Every effort has been made to accurately represent our programs and their potential. The testimonials and examples used are exceptional and don’t apply to the average purchaser.  They are not intended to represent or guarantee that anyone will achieve the same or similar results. In fact, no guarantees are made that you will achieve results from the ideas and techniques in our materials. Your individual success depends on your background, dedication, desire, and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.

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