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A sample client onboarding system designed to create a smooth, organized experience from the first discovery call through the start of services. The workflow includes document collection, file organization, onboarding milestones, and clear client communication to keep the process efficient and easy to follow.
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Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
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Designed a piece of onboarding for a breathwork app and I love how it flows.
Onboarding in wellness apps has one real business job: get people to the paywall already convinced. Every screen here was built around that.
The first screen asks what’s actually wrong with your sleep. Beyond personalization, it gets the user to name their problem, and someone who just admitted they can’t fall asleep is a lot more open to a solution.
The second shows what they’re getting with swipeable session cards. That’s the value pitch, made visual before any price shows up.
The last screen previews the real home screen with streaks and a Premium badge. By the time they tap “Get My Program,” they’ve already pictured themselves using the app, which makes the subscription step feel like the next step instead of a wall.
getting people to tick their own sleep problem before any pricing shows up is sneaky good. i would steal that for a lead form
Congratulations @Dstudio Agency for this milestone.
But why I feel like Contra is not for accountants and bookkeepers? And it only support designers and creators?
Any suggestions for accounting people on contra? Or should we deactivate our accounts?😂
Hola Amigo 🫶
Huge congrats @Dstudio Agency on $25K! 🎉 So well deserved!
And I feel you on the accountant/bookkeeper part 😂 - Contra definitely feels more design/dev heavy. But I think finance folks can still kill it by packaging services like "Bookkeeping for Creators/Startups" or "Clean...
Episode 5: Revenue up 40%, profit down. Why? 📉
More sales don’t always mean more money in your pocket. In this episode I break down a business that grew revenue 40% while profit fell 30%, using a simple example.
What’s inside:
→ Why discounts quietly shrink your margin
→ How costs can grow faster than sales
→ The danger of spending ahead of growth
→ Small leaks (fees, refunds, unpaid invoices) that add up
→ 3 fixes: track margin, test price before discounting, know your profit per sale
Growth is not profit. Know your numbers.
Follow Me: for more money lessons. Episode 6 is coming soon!
#CountingCrux #Accounting #SmallBusiness #ProfitMargin #BusinessFinance #Bookkeeping #FinanceTips
Great reminder! 👏 Revenue means little if profit margins aren’t healthy. Tracking the numbers and making smart pricing decisions is key to sustainable growth. 💯