Client Onboarding & Experience Optimization

Pro

Faith Ndeobi

Starting at

/hr

About this service

Summary

I help businesses create seamless, professional onboarding experiences that turn new clients into loyal advocates. From welcome workflows and setup guides to automation and communication touchpoints, I make sure your clients feel supported, confident, and valued from day one. My approach combines organization, empathy, and system efficiency to deliver a smooth onboarding journey that builds long-term trust.

Process

Discovery Call: Understand your client journey, tools, and desired onboarding outcomes.

Workflow Mapping: Outline each touchpoint — from welcome email to first success milestone.

System Setup: Build automations, forms, and dashboards for tracking progress.

Testing & Launch: Review the flow for clarity, accuracy, and client ease.

Reporting & Handover: Deliver documentation and training for your internal team.

FAQs

Which tools do you use for onboarding workflows?
I work with Kajabi, GoHighLevel, Airtable, HubSpot, and ActiveCampaign, and can adapt to any CRM or learning platform.
Can you personalize onboarding for multiple client types?
Absolutely, I create segmented onboarding paths for different service levels, client sizes, or product tiers.
Do you also provide onboarding communication templates?
Yes, I include branded email templates, welcome messages, and check-in frameworks to maintain a consistent client tone.
Can you handle onboarding as an ongoing service?
Definitely, I can manage client onboarding cycles weekly or monthly, ensuring each new client feels fully supported.

What's included

Client Onboarding & Experience Optimization
End-to-end client onboarding workflow design Welcome emails, intake forms, and resource setup CRM or platform integration (Kajabi, Airtable, GoHighLevel, or HubSpot) Check-in and feedback systems for first 30 days Branded onboarding documentation (SOPs, walkthroughs, and templates)

Example projects