Is Your DIY Client Onboarding Process Actually Costing You £1000s?

Why a Smooth Onboarding Experience Matters

First impressions are everything and this is your time to shine (even if they are a returning customer)

If clients hit roadblocks early on, it plants doubt in their minds:

• If onboarding is this slow, how will the actual service be?
• If I’m already confused, is this the right fit for me?
• Maybe I should look elsewhere.

But when onboarding is clear, simple, and efficient, it builds trust immediately. Clients feel taken care of. They stick around longer, refer others, and upgrade into your higher-ticket offers.

And it’s easier for YOU to manage and feel confident you are providing a consistent and amazing experience for every single person whether you’re working with 1 client or 100!

Small Fixes That Make a Big Difference

If your onboarding process feels clunky, you don’t have to overhaul everything overnight.

➡️ Start with small wins that free up time and create a better client experience.

📌 Give clients one simple next step at a time. Overloading them with everything at once causes decision fatigue.

📌 Use templates for repetitive emails. If you send the same instructions often, turn them into plug-and-play templates.

📌 Automate follow-ups. Set up reminders for forms, contracts, and payments so you’re not manually chasing clients.

📌 Create a ‘WOW factor’ onboarding asset. A beautifully designed welcome guide or personalised onboarding video can immediately reinforce their decision to work with you.

And if you want to go deeper into systemising and streamlining your processes, here’s the best place to start 👇

Take the Free Systems Assessment

A messy onboarding process is usually a symptom of bigger inefficiencies in your business.

Before you fix it, you need to know where the biggest gaps are.

🎯 Take the Systems Assessment and find out exactly where your business needs streamlining.

✔ Identify the bottlenecks slowing you down

✔ See which areas of your business need better systems

✔ Find quick wins to reduce admin and reclaim your time

👉 Click here to take the Systems Assessment now!

Once you’ve got your results, you’ll know exactly where to start… and if you’re ready to get expert help setting up systems that actually work, I’m here to help.

So I’m curious…

How do you rate your onboarding process?

Let me know in the comments! What’s the most time consuming part for you?

To your streamlining success!

Jenny Stevens