Managing your client’s expectations, keeping them in loop every step of the way, while reducing questions for your valuable time is key to your productivity as a small business owner.

Most small business owners waste oodles of time recreating new processes with each new client. Say yes to the Client Onboarding Kit and say goodbye to:

Worrying that you're oblivious to the things you're supposed to be doing for your clients at this stage in your business

Struggling with what to put in your proposals, timelines, client welcome kit

Loosey-goosey boundaries that prevent you from getting a good night's sleep

Speculating how you'll ever increase your revenue if you can't keep your current roster of clients happy

Wondering if there is an easier way to automate with ease (there is!)

You shouldn’t have to wonder how to elevate your client experience.

Meet Your Guide + Teacher, Krista Smith

I'm passionate about helping creative entrepreneurs create clear  boundaries, systems, and processes for their business so that they can implement a client management system that will save them time, money, and headaches.

I've been teaching tech and supporting women entrepreneurs for almost 12 years. Back in 2009 when I started by business, I had no idea entrepreneurship would feel so rewarding.

Building on my early career in education as a teacher, I work with women over 40 and teach them how to get confident with the tech that will allow them to thrive online. I co-ran an online school teaching other women how to code and run a web design business for almost seven years. It was during this time, I honed my processes for managing clients and shared all that knowledge with my web design students.

My podcast, How Can This Be Easy, addresses the unique needs of my audience because they didn't grow up learning how to use technology.

I'm a StoryBrand certified guide, web designer and trained coach. I'm known for my ability to help you get out of your own way and I can take you from overwhelm to ease in minutes. Imagine my surprise when I had fellow StoryBrand Guides ask for a peek into my systems so they too can increase their productivity and stay organized.

I'm in my zone of genius when I can talk tech, teach what I know, coach you out of a log jam, and activate your own awesome. My Client Onboarding Kit? It's got all of that. And more.

Each module is jam packed!

You'll get a combination of easy-to-digest videos, scripts, email swipe files, demos with real clients, templates, and effective software solutions that you’ll need to ensure your client experience is next level awesome.

  • No more energy vampires hijacking your mojo (and your morning) because you're stuck in 'inbox overwhelm'. You'll have clear boundaries for managing clients outside of your inbox.

  • No more feeling awkward that you need to do stuff for free when a client asks for something extra. You'll know exactly what to say AND be able to confidently charge what you're worth.

  • No more wasting time testing new software to use in onboarding and managing your clients. I'll tell you what works and what doesn't and, most importantly, why you need it.

  • You'll have scripts and policies in place so clients will understand what happens to their project if they go radio silent or otherwise disengage.

  • You'll feel more confident managing multiple projects & clients at once (because your business will soon be bustling!)

  • You'll be able to trust that important details aren't falling through the cracks. You'll unlock the templates and tools to track all the important details.

  • You'll discover how to address sticky situations upfront in a way that feels safe, confident and kind.

  • You'll up-level your productivity with the set it and forget it systems you'll put in place.

Explore The Modules:

    1. Welcome to the Client Onboarding Kit

    2. Logistics + Kit Tour

    1. VIDEO // Attracting + Qualifying New Leads

    1. VIDEO // How to Run a Successful Discovery Call

    2. VIDEO // Forms For Your Website, First Contact for New Clients

    3. VIDEO // How to Set up a Canned Reply/Template in Gmail to Send Immediately After Your Discovery Call

    4. AUDIO // Discovery Call Demo 1

    5. RESOURCES // Discovery Call Script

    6. RESOURCES // Email to send to new clients immediately after a discovery call, new + improved version

    1. VIDEO // How to Deliver a Proposal and Follow Up

    2. VIDEO // How I Use Nusii to Deliver and Manage Proposals

    3. RESOURCES // Sample Nusii Proposal

    4. VIDEO //How to Add a Canva Template To Your Own Account

    5. RESOURCES // Proposal CANVA Template

    6. RESOURCES // Swipe File - Email I send one day after sending proposal

    7. VIDEO // How to Enable Boomerang for Gmail to Notify You If Someone Opens a Proposal You Delivered as an Attachment

    8. RESOURCES // Swipe File - Email I send 5 days after the proposal IF they haven't booked a follow up OR accepted the proposal

    9. RESOURCES // Swipe File - Email I send once proposal has been accepted

    1. VIDEO // How to Onboard New Clients and Design a Client Alliance

    2. AUDIO // DEMO >> ⭐️⭐️⭐️⭐️⭐️ How to Design a Client Alliance

      FREE PREVIEW

    3. RESOURCES // Blueprint for Designing Your First Client Alliance

    4. RESOURCES // Question Bank and Topics to Cover in Your First Call (Client Alliance)

    5. RESOURCES // Canva Template - Your Client Welcome Kit

    1. VIDEO // How I Use Google Drive + Google Docs to Manage Communication

    2. VIDEO // How I Organize Folders in Dropbox for Managing Client Files

    3. VIDEO // How I Deliver Final Client Files

    4. RESOURCES // Google Doc Swipe File for Meeting Agenda, Accountability, and Action Items

    5. RESOURCES // Google Doc Swipe File for MASTER list of questions + answers

About this course

  • $489.00
  • 47 lessons
  • 2.5 hours of video content

Steal all my systems.

Elevate your client experience. Increase your productivity. Grow your business faster.