When a new client says yes, what happens next?

With this system, they fill out your intake form, land on their own welcome page, and work through one clear checklist to sign, pay and get started, while you see every client in one dashboard.

See it working:

Consultant demo (Sample build, fictional clients): https://sprout-tendency-0d0.notion.site/Demo-Consultant-Client-Onboarding-3f996a7075ca813d8d06ed2dd1fa9216

What you get:

• Clients database and dashboard by status and start date

• Intake form connected to the database

• Welcome page template: each client gets their own page and sees only their info

• Onboarding checklist template applied to every client

• Welcome email template in your voice

• Agreement and payment link step using the tools you already use

• Recorded screen walkthrough of your finished system, with on-screen captions (no audio)

• 14 days of support after handoff

How the 14 days work:

1. You fill out the intake form and invite me to your own Notion workspace. You never share a password.

2. I build your system in your workspace around your packages, tools and voice.

3. You try it and send changes. 2 revision rounds are included.

4. I hand it off with a recorded, captioned screen walkthrough, and your 14 days of support begin.

No calls needed: I answer questions by message, and the walkthrough is a captioned screen recording you can rewatch anytime.

Not included: paid Notion plans or third-party tool subscriptions, custom code or API integrations, ongoing management after support ends, and migrating large existing data sets.

Delivery: 14 days. Revisions: 2.

Ready to start? Fill out the consultant intake form: https://sprout-tendency-0d0.notion.site/9012f6075a9a4328bb9503de89341d10?pvs=105

Founding offer: the first 2 clients get this same fixed-scope setup for $325 (half price). It isn't tied to a review. The offer ends November 30, 2026.