

Client Onboarding · Add-On
Simplify & Streamline Client Onboarding Fast
Deliver a clear, fast onboarding experience for every client — with automations, forms, and ready-to-use workflows.
Products
- Client OS JumpstartSingle payment$1.00 one-time purchase
- Client Management System Preview
- PDF + Video Walkthroughs for Easy Onboarding
- Instant Access – Ready to Duplicate & Use Today
- Client OS Lite VersionSingle payment$79.00 one-time purchase
- Client & revenue systems in one clean, ready-to-use workspace
- Built-in video + PDF guide to simplify your entire setup
- Zero learning curve — duplicate and start using today
- Eliminate spreadsheet chaos & track income professionally
- Client OS Main WorkspaceSingle payment$249.00 one-time purchase
- All-in-one system for client, delivery & revenue operations
- Built-in templates & tools to streamline client services
- Centralize and manage client data with full visibility
- Step-by-step video & PDF walkthroughs included
- Instant access — duplicate your workspace and launch today
- Client OS Ultimate WorkspaceSingle payment$379.00 one-time purchase
- Full Client OS: All 7 systems combined into one powerful hub
- Includes every tool, dashboard, and internal template available
- PDFs & walkthrough videos for setup, use, and best practices
- Organize clients, revenue, and services with zero guesswork
- Instant access — duplicate and start using in minutes
- Invoice System · Add-OnSingle payment$29.00 one-time purchase
- Track every invoice by client, currency, and payment status
- Log dates, send status, paid status, and amounts for every invoice
- Export clean, pre-built invoices in multiple formats instantly
- Get instant access, duplicate in seconds, and start sending today
- Services Suite · Add-OnSingle payment$77.00 one-time purchase
- Tailored workspace customization based on your business needs
- Includes 1:1 Zoom call to guide setup, strategy, and adjustments
- We handle all edits, tweaks, and backend personalization for you
- Skip the setup stress — launch with a system built for you
- Fast turnaround — your optimized system is ready within days
- Client Services Suite · Add-OnSingle payment$97.00 one-time purchase
- Invoice System Add-On Included
- Fully Tailored for Your Business
- 1:1 Strategy & Walkthrough Call
- Hands-Free, Done-for-You Setup
- Client Onboarding · Add-OnSingle payment$1.00 one-time purchase
- A complete onboarding flow from welcome to contract
- Request all onboarding info without back-and-forth
- Track onboarding status & pending client actions
- Centralize contracts, deliverables, and client details
Here's what you'll get
- Client OS — Quick Start GuideStart here. This is your short onboarding guide with a quick checklist and clear next step
- Full Walkthroughs & GuidesWatch this full video walkthrough to understand the structure of your workspace.
- Help Us Improve & Get FeaturedShare your experience, leave feedback, and join the journey.
- License & Usage Rights Understand what’s allowed and what’s not when using your Client OS.

Learn about me
Who this is for
- FreelancersSolo professionals managing multiple clients and projects needing clarity, structure, and streamlined delivery.
- ConsultantsExperts offering high-ticket services who need a reliable system to manage operations, clients, and growth tasks.
- AgenciesFor small teams, freelancers & agencies who want to scale smarter with one system for client work, tracking & growth.
- Service ProvidersBusiness owners offering services (coaching, marketing, design, etc.) needing full control over client processes.
- Client-Based BusinessesAny business that depends on clients and service delivery, and needs one central system to scale without chaos.
Pricing
Join Client Onboarding · Add-On
$1.00 one-time purchase
- A complete onboarding flow from welcome to contract
- Request all onboarding info without back-and-forth
- Track onboarding status & pending client actions
- Centralize contracts, deliverables, and client details
Frequently asked questions
Reviews

Become an affiliate
30% Reward
Earn money by bringing customers to Client Onboarding · Add-On. Every time a customer purchases using your link, you'll earn a commission.Client Onboarding · Add-On$1.00 one-time purchase