Live GHL Workshop
Client Onboarding
For users of HighLevel (GHL) based systems including Funnel Sketchers and FEA Create
Over 3 live sessions on Zoom we'll build your automated client onboarding system together step-by-step.
Monday 23rd - Wednesday 25th February 10:30am Live on Zoom
Live GHL Workshop - Client Onboarding
For users of HighLevel (GHL) based systems (including Funnel Sketchers)
Over 3 live sessions on Zoom we'll build your automated client onboarding system together step-by-step.
Monday 23rd - Wednesday 25th February 10:30am Live on Zoom
If you're a service based business working with clients 1:1 and you'd like to spend less time onboarding, this is for you!
We can all fall into the trap of spending more time onboarding your new clients than actually delivering our service - sending client agreements, invoices, onboarding forms - not to mention the chasing when things aren't done, or trying to find a time for them to book that first appointment.
This workshop is designed to help you create an automated onboarding process for your 1:1 services that saves you heaps of time AND feels professional for your clients too.
Day 1 - Customer Journey & Sales Pipeline
We’ll think about the steps a new customer takes with you and build an opportunities pipeline that matches your process.
Day 2 - Create Documents & Templates
On day 2 we'll build the individual templates we'll need - a client agreement, invoice template or payment link, forms & emails.
Day 3 - Emails & Automations
The techy bit! We'll link everything together with workflows, so that emails send and the pipeline is updated automatically.
What a typical onboarding journey might look like...
You can automate this process in your GHL system to save you time AND create a more professional onboarding journey for your clients.
Book a discovery / enquiry call
Send an automated follow up that gives the potential client their next steps.
Client signs your contract / agreement
Take payment with an automated invoice or payment link
Send a welcome email or onboarding pack
I Can Be The One to Un-Stick You!
Hi, I’m Laura!
I specialise in helping online business owners who feel overwhelmed by tech take simple, clear steps to grow their audiences with tech.
I understand that the digital tools can feel confusing or even intimidating, and my approach is all about making things easy to follow.
I want to help you build confidence with each step so you can feel empowered to reach your business goals.
Join me as we walk through the process step-by-step.
What's included
Here's what you get:
Live Zoom training over 3 days
Private Facebook Group
Final Live Q&A on Friday 27th Feb
VIP lifetime access to recordings
VIP 1:1 power hour with Laura to help you map your customer journey.
Register now for just £47
Upgrade to VIP for £147
STILL NOT SURE?
Frequently Asked Questions
Do I need to have my customer journey mapped out before joining?
Not at all, it will help if you join with an specific offer or service in mind, then we'll map out your client onboarding journey on day 1
What if I’m not using HighLevel (GHL)?
This workshop won't be for you. The training is specifically for the course builder in HighLevel or equivalent white-label platforms such as Funnel Sketchers. Reach out if you're not sure whether that's you!
Will the training be recorded if I can't make it live.
Yes! The replay's of all live sessions will be available on replay for 30 days.
If you upgrade to VIP, you'll receive lifetime access through our training portal.
Can I upgrade to VIP later if I'm struggling?
You can upgrade to VIP at any time before the end of the training week (Friday 27th February) to secure lifetime access to the recorded training PLUS a 1:1 power hour with me worth £147.
