🔥
Apr 1 • Business & Strategy 🧠
The Client Onboarding That Prevents 90% of Problems 🔥
First few clients: Chaos. Confusion. Too many emails.
Now: Smooth. Clear. Professional.
Here is the onboarding email I send.
THE EMAIL:
Subject: Getting Started - What I Need From You
"Hi [Name],
Excited to build your [automation type]!
WHAT I NEED FROM YOU (by [date]):
1. Sample documents
- 5-10 examples showing different formats
- Include any tricky ones that cause problems
2. System access
- Login for [their software] OR
- API credentials if available
3. Quick answers
- Where should processed data go?
- Who should get notifications?
- What makes a document need manual review?
WHAT HAPPENS NEXT:
Days 1-2: I build and test
Day 3: We review together (15-min call)
Day 4: Go live with monitoring
Days 5-7: I watch for issues and fine-tune
Reply with items 1-3 by [date] and we're off.
Questions? Just reply here.
[Your name]"
THE STRUCTURE:
Clear deliverables with checkboxes.
Specific quantities (5-10, not "some").
Named deadline (Tuesday, not "soon").
Timeline for what happens next.
THE FOLLOW-UP:
Day 1: Send onboarding email
Day 2: If no response, friendly reminder
Day 3: If still nothing, "Anything blocking you?"
THE FOLDER STRUCTURE:
Create Google Drive folder for each client:
/ClientName
/1-Sample-Documents
/2-Credentials
/3-Workflow-Files
/4-Documentation
Share folder in onboarding email.
THE RESULT:
Old approach: 47 back-and-forth emails
New approach: 3-5 emails total
Client perception: Professional and organized.
What does your client onboarding checklist look like?
14
3 comments
The Client Onboarding That Prevents 90% of Problems 🔥
powered by
skool.com/ai-first-client-formula-8589
From zero to first $1k/month with AI automation in 30 days. Get the exact formula + templates that landed 100+ their first client.
Suggested communities
Powered by