SMOOTH START

Learn how to create an automated, VIP client onboarding experience that feels personal — without the manual work.

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Here’s the truth…

Your onboarding process may not be broken…
but it’s definitely not working as hard as it should be.

If welcoming new clients feels more like another thing on your to-do list than an exciting next step — you’re not alone.

Let’s see if any of this sounds familiar…

  • You love getting new clients — but the moment they sign on, you feel dread. Where’s their contract? Did you send the invoice? Wait… did they even get the welcome email?! You’re overwhelmed before you even start working with them.
  • Some clients get a smooth onboarding (because you happened to be extra organized that week), while others clients are stuck waiting for next steps because your process is all over the place. Every time, you’re winging it.
  • You’re wasting HOURS doing what could be done automatically. Chasing down paperwork, manually sending the same emails, resending invoices (again)—your time is being sucked into a black hole.
  • Everyone says “just automate it!” but what does that actually mean?! Setting up systems feels scary, and you don’t want your clients to feel like they’re being onboarded by a robot.

Deep down, you know this: onboarding is your first chance to show clients what it’s like to work with you and right now, that first impression isn’t matching your magic.

That’s exactly why it’s time for a client onboarding system that’s clear, automated, and high-touch — the kind that says “You’re in good hands,” from the very first click.

Introducing…

Smooth Start

A two-part video workshop that walks you through how to map and automate your onboarding experience

Designed for coaches and service providers who are done with clunky DIY processes, this workshop walks you step-by-step through crafting a crystal-clear onboarding flow and gives you behind-the-scenes tech tutorials to automate the whole thing.

Because knowing what to do is great, but having someone show you exactly how to set it up?

That’s what changes the game.

This workshop is FOR YOU IF want to…
  • Work with clients, not chase paperwork. Instead of drowning in emails and checklists, you’re focusing on delivering A+ results— because all the boring admin stuff? It’s already handled.
  • Effortlessly book more clients. Your automated onboarding experience is so smooth that clients rave about it, and referrals roll in without you even asking.
  • Feel in control. No more scrambling. No more second-guessing. Just a streamlined, plug-and-play system that works even when you’re offline.
  • Every new client to feel like a VIP. No awkward gaps, no missed steps, just a seamless, polished experience.

By the end of this workshop, you’ll have a fully automated, high-touch onboarding system that impresses clients instantly and gives you your time (and sanity) back.

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Here’s what we’ll cover…

I’m handing you my exact system for building and automating a client onboarding process that feels smooth, professional, and totally hands-off.

Workshop 01. Your onboarding blueprinT

We’ll start by mapping out every detail of your client experience so new clients feel like VIPs from the moment they say yes.

You’ll get an editable workbook (complete with a visual roadmap + decision prompts) so you can confidently design and refine your onboarding flow in under 45 minutes.

Think of it as your GPS before we hit autopilot.

workshop 02. AUtomate IT ALL

Now we bring it to life. This workshop shows you, step-by-step, how to plug your new process into your tech stack and make the whole thing run on its own.

By the end, you’ll have a fully automated onboarding system that frees up your time, elevates your client experience, and quietly flexes how put-together you are.

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Plus these bonuses…

Client REPAIR EMAIL Pack ($37)

A collection of Slack DMs & email templates to guide you through difficult client situations — missed deadlines, delay, confusion, scope creep, etc.

Client onboarding checklist ($17)

Plug this straight into your project management tool of choice so you can monitor your progress and train your team.

client welcome packet TEMPLATE ($47)

The best way to set boundaries with your clients from the get-go –  without creating friction or blurred expectations.

DAY 1 Referral Secrets ($27)

Your how-to guide on asking for referrals during onboarding without feeling pushy or awkward (and no, you don’t need to ask directly).

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By the end of this

workshop…

  • Your onboarding runs itself — just like Netflix. A client signs up, and boom—they instantly get access to exactly what they need, without having to ask. No back-and-forth, no waiting, no confusion.
  • Every new client feels like they’re stepping into a VIP experience. No awkward gaps, no “what happens now?” moments — just a flawless, intuitive process that makes them think, “Wow, this is going to be amazing.”
  • You’re sipping coffee while clients get themselves onboarded. No more chasing paperwork, no more scrambling. You’re focused on your work while your automated system is doing the heavy lifting behind the scenes.
  • Your onboarding makes you look like a total pro. Clients trust you from the first click, because the experience is smooth, seamless, and high-touch. It’s the kind of onboarding that turns new clients into raving fans.
  • You’re working smarter, not harder. Instead of running around like a Blockbuster employee in the 90s, you’ve built an onboarding system that feels effortless like logging into your favorite streaming platform. (Zero stress, zero friction, just smooth sailing.)
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FAQs

Yes and yes! You’ll get three step-by-step tech tutorials that walk you through how to set up your onboarding system using Dubsado, Moxie, and Zapier (which just expanded its free plan so automation just got a whole lot easier).

And if you use different tools? No problem.

I’ll show you how to connect everything seamlessly using Zapier. And if you want to ask about your specific setup, send an email to hi@leeannforbes.com

💡 TLDR: You’ll walk away knowing exactly what to click.

Absolutely! These workshops were made for you. 😉

These tutorials were made for beginners with zero jargon, no overwhelm, and everything broken down step-by-step.

This stuff is so simple you’ll be kicking yourself for not doing it sooner. You’ve got this, I promise.

Let’s be real: if you don’t have a system, onboarding will always be on your plate.

Each workshop is concise (less than 45 mins), and includes step-by-step instructions so you can follow along or skip ahead to what works for you.

And if you plan on landing new clients soon, block an afternoon off and update your onboarding process.

Bonus: If you’d rather skip the DIY route, I also offer done-for-you onboarding setup. Just book a call here if you want me to build it for you. 💁‍♀️

Nope! This is on-demand and pre-recorded, so you can start the moment you sign up.

No calls. No calendar blocks. Just press play, follow along, and build your system at your own pace.

This workshop is detailed, clear, and easy to follow — but if you get stuck, you’ve got options:

✅ You can email me directly for support at hi@leeannforbes.com
✅ You can book a Mini Systems Audit for under $50 (I’ll review your setup + give you custom pointers)
✅ You can hire me to build the whole system for you (starting at a low 4-figure investment)

Either way, I’ve got your back.

Not at all. While I demo the system using Dubsado and Moxie, the strategy works with any client management tool that lets you:

✅ Automatically send emails
✅ Send contracts and invoices
✅ Schedule or book calls

If your tool doesn’t do all of that on its own, don’t worry — you can still use this system by connecting your favorite platforms with an integration tool like Zapier (my fave for beginners), Make, or Pabbly Connect.

These tools are what let your onboarding steps talk to each other—so things like sending a contract, triggering a welcome email, or collecting client info happen automatically.

💡 So nope, you don’t need Dubsado or Moxie. You just need the right puzzle pieces (and I’ll show you how to connect them).

Yes! This workshop will help you audit, refine, and upgrade what you’ve already built.

So if your current process feels clunky, inconsistent, or manual AF, you’ll walk away with a smoother, more streamlined system that makes clients rave. 🙌


Forever and ever. You’ll get lifetime access, including any updates I add in the future. 🎉

Due to the digital nature of this offer, all sales are final.

That said, I want you to feel totally supported so if you hit a snag or have a question, reach out anytime.

I’m here to help. 💚

Let’s build the smooth, stress-free onboarding experience you’ve been dreaming about.

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