Finding the balance between "customized for your exact project" and "generic time-waster" for your onboarding forms can be reallllly tough.
You don't want to add hours of work making your onboarding forms perfect. But you do want your clients to feel confident in their choice & like they're one-of-a-kind.
And it all starts with a flexible onboarding form that asks the right questions, is easily updated, and has the ability to change depending on the client, project, or your process.
If you're anything like *ahem* (nearly) every service provider out there, you're going to do one of two things:
1) spend a bunch of time & effort creating, customizing, & sending a unique onboarding form for your new client
2) Send over a generic form that doesn't really get you the information you need—which wastes your client's time & yours, since you'll have to ask a bunch of questions on the kick-off call
You've booked the client. Now what?!
Let's wow your clients instead.
I mean really wow them. Like this!
Magically Customized Onboarding Forms
A quick & simple training that shows you how to build a flexible, easily-updated onboarding form that wows your clients.
understand what makes a magical onboarding process
customize your form so that it gets you the information you need, looks beautiful, and wows your clients with personal touches
Get it for just $9!
be able to create your flexible, client-impressing onboarding form
Introducing...
After This training, you will...
Common Queries
Does this require expensive software to do?
Nope! I'll be showing you the powerful, feature-packed software that I use for my onboarding forms...and it's free!
While I do pay for some extra features, you can recreate my exact onboarding forms with the free version.
Am i still going to spend hours customizing forms?
It might take you an hour or two to set up your onboarding form, but after that, no!
There are a few minor adjustments you can make as you have clients come back to work with you again, but those adjustments take less than five minutes to implement (and I'll show you exactly how to do it).
Why are there Unicorns all over your sales page?
Because you'll be a unicorn service provider with a fancy onboarding form...get it?!
Also, I just like unicorns. Sue me.
i have another query that you haven't answered here.
No problem! Please send me a message in the chat box on this page, & I'll get back to you via email shortly.
