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Client Onboarding System

Turn €2K Clients Into €20K Retainers With Psychology-Backed Onboarding System.

Business

We lose more clients in the first 30 days than the entire rest of the relationship. This may have nothing to do with your service. Clients choose providers who understand exactly what they need. A few years into my 26 years, as an Organisational Psychologist, I realised this was because of inconsistent onboarding. Clarity & consistency from the first contact, keeps clients.

THE PROBLEM: ❌ Clients confused about next steps ❌ 10+ hours answering the same questions ❌ 20-30% churn before work even starts ❌ Scope creep killing profitability

THE SOLUTION: 3 complete systems I have perfected after 26 years helping Fortune 500 companies optimize relationships.

WHAT'S INCLUDED:

🎯 Coach Toolkit: Welcome templates, intake forms, discovery scripts, 8-stage workflow 🎯 Consultant Toolkit: Project confirmation, questionnaires, authorization forms, kickoff scripts 🎯 Freelancer Toolkit: Brief forms, communication preferences, boundary-setting scripts

RESULTS: ✅ 40% increase in client retention ✅ 80% reduction in "Where do we start?" confusion ✅ First-time clients → multi-year retainers ✅ Unsolicited referrals within 60 days

WHO THIS IS FOR: Coaches, consultants, freelancers tired of client churn and wasted hours caused by preventable problems.

THE MATHS: Lose ONE €5K client = €5K lost Waste 10 hours per client = €20K/year in wasted time This toolkit = €97

€97 one-time. Lifetime access. 30-day money-back guarantee.

Stop losing clients by consistently being the professional you are.

Features

  • 3 Complete Professional Toolkits: Coach, Consultant & Freelancer Onboarding Systems - All Templates Included.

  • Ready-to-Use Email Templates, Discovery Call Scripts, Intake Forms & 8-Stage Implementation Workflows.

  • Built by a Chartered Organisational Psychologist with 26 Years Fortune 500 Experience.

  • Proven Results: 40% Better Client Retention & 80% Reduction in Onboarding Confusion.

  • Lifetime Access + Future Updates + Private Community Support + 30-Day Money-Back Guarantee.

About the creator

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David Keane@workplace-psychology-solutions • Joined Sep 2025

FAQs

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€97.00 one-time purchase
Client Onboarding System | Whop