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Client Onboarding Package DFY in Paperbell:

Are you frustrated with all the steps it takes to onboard your new coaching clients?


You dreamed and worked so hard to bring them to this point. Now, you hope to provide a smooth & effortless onboarding experience, not miss any steps, and create ease in the process.


Am I right?...


If yes, you’ll love my client onboarding package that’s here to help you accomplish exactly that.

The price of the package is $850.


The turnaround of platform setup is one to two weeks for a regular onboarding flow. Faster turnaround is possible at a higher price.

*Possibility of ongoing support at an extra monthly rate. Price is dependent on specific needs.*

Here's what's inside


Laying the foundation: An initial 2h call with me to discuss your exact needs, establish the goals of the system, and plan out the next steps


Crafting a strategic workflow and process roadmap within the platform. This includes delivery and implementation timeline and getting clear on the expected results


Full Implementation:

  • Setting up Coach/Company profile

  • Creating Aligned Offer Pages/Packages 

  • Setting up a Scheduling System

  • Setting up Contracts for fast e-signature

  • Creating a seamless online Payment structure

  • Setting up Surveys, Automated Emails 

  • Setting up relevant Integrations to finetune the process


'Paperbell walk-through’ : A video guide that explains how the system works & how to navigate easily inside the platform


Finishing touches: 1h call at the end to go through the workflow and setup within Paperbell. Plus, answering any questions you might have

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