🎙 Episode: First Impressions Aren’t Just for Tinder: Why Client Onboarding Matters
If you’re still winging your client onboarding with a form, a contract, and a “let me know if you have questions” email—this is your wake-up call.
In this episode, I’m pulling back the curtain on how we actually onboard clients at Northern Primrose. You’ll hear the exact flow we use (yes, the real one), the tools that save our sanity, and the spicy truth about what builds trust vs. what makes clients quietly second-guess you.
We cover:
✨ Whether you’re managing 3 clients or 30, this episode will help you set the tone, calm the chaos, and keep your clients happy from day one.
The Winning Hand: A High-Stakes Client Onboarding Checklist
Tired of dropped balls, awkward starts, and clients asking, “So… what happens next?”
Here’s your no-fluff onboarding checklist to set the tone and take control from Day 1:
✅ Send the follow-up email within 24 hours of the discovery call
✅ Create the client folder using your internal file structure (don’t wing it)
✅ Add notes from the discovery call to your CRM or project management tool
✅ Send the welcome email with clear next steps and required info
✅ Assign internal onboarding tasks to your team with deadlines
✅ Book the kickoff call (or send the kickoff video if async)
✅ Share access links: shared folders, ClickUp, Slack, etc.
✅ Send first invoice or payment confirmation (and confirm terms!)
✅ Automate recurring tasks: reporting, check-ins, deliverables
✅ Set up a “success check-in” 30 days in to gather feedback + keep momentum
Let’s Connect!