Client Management

Client Onboarding Systems

Make Every New Client Feel They Made the Right Choice From the First Hour

12 lessons4 modules9h 30m durationbeginner level

Instructor: StretchLearn Faculty

About this course

The gap between winning a client and starting the work is where most relationships quietly go wrong: confusion, buyer's remorse, scope creep, and slow first payments all trace back to a sloppy onboarding. This course teaches the systems that turn a signed deal into a confident, well-briefed, paid-up client who knows exactly what happens next. Every module ends with a concrete artifact, from a welcome packet and intake form to a kickoff script and a 30-60-90 day check-in cadence, so you finish with a complete, reusable onboarding machine.

Curriculum

Module 1: Why Onboarding Decides the Whole Engagement3 lessons

The First Two Weeks Determine Trust, Disputes, and ReferralsPreview45m
Map the Onboarding Journey From Signed to Kickoff🔒50m
Set the Foundation: Roles, Definition of Done, and the Single Point of Contact🔒45m

Module 2: The Welcome Experience and Expectation Setting3 lessons

The 48-Hour Welcome Sequence That Kills Buyer's Remorse🔒50m
Building a Welcome Packet That Sets Every Expectation🔒50m
The Communication Agreement: Channels, Cadence, and Boundaries🔒45m

Module 3: Intake, Assets, and Information Gathering3 lessons

Designing an Intake Questionnaire That Gets Real Answers🔒50m
Collecting Assets and Access Without the Back-and-Forth🔒45m
Setting Up Tools, Workspaces, and Access for the Engagement🔒45m

Module 4: The Kickoff and the First 90 Days3 lessons

Running a Kickoff Meeting That Aligns Everyone🔒50m
The Kickoff Recap and Transition Into the Work🔒45m
Early Check-Ins, Feedback, and Turning a New Client Into a Repeat One🔒50m