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Streamline Client Onboarding Without the Administrative Hassles

Transform Your Client Experience and Boost Your Business Efficiency with Our Done-for-You Onboarding System

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Stressed Woman

Introducing Your Stress-Free Onboarding Solution

Are you tired of juggling administrative tasks while struggling to present yourself as a true professional? Do you find yourself chasing clients to pay invoices and battling to get contracts completed? We get it; admin work can be a real headache.

Here's the deal

Onboarding clients can be a real-time eater. All those forms, contracts, and payment stuff – it's like a never-ending paperwork marathon.

And guess what? Your clients want things to be smooth sailing from day one. Any bumps along the way can make them feel uneasy about your services.

Plus, there's the risk of making mistakes in all that manual data entry. Errors could lead to misunderstandings or even legal issues. Yikes!

But it doesn't stop there. As you aim to grow your consulting business, the old way of onboarding just can't keep up. It's not built for scaling up smoothly.

And here's the kicker – those delays in onboarding can mean delays in getting paid. Your cash flow takes a hit, and that's never fun.

In a nutshell, the problem is that onboarding clients the traditional way is a real time-drain, error-prone, and it doesn't give you the slick, efficient start you and your clients deserve. It can hold back your business growth and put a strain on your finances. Let's fix that!

Common Issues and Myths in Client Onboarding for Consultants

Manual Processes:

Relying on outdated, manual processes which lead to inefficiencies and errors.

Lack of Automation:

Not utilising automated systems to streamline tasks such as data entry, contract management, and payment processing.

Poor Communication:

Inadequate communication channels and follow-ups, leading to client confusion and dissatisfaction.

Inconsistent Procedures:

Inconsistency in onboarding procedures which causes varied client experiences and potential mistakes.

Insufficient Training:

Lack of proper training for staff on onboarding processes and tools.

Data Entry Errors:

High risk of errors due to manual data entry, resulting in misunderstandings or legal issues.

Failure to Personalise:

Not customising the onboarding experience to meet the unique needs of each client.

Delayed Responses:

Slow response times in addressing client queries and concerns, causing frustration.


Making the onboarding process too complex, which can overwhelm clients and staff.

Neglecting Client Feedback:

Failing to seek and incorporate client feedback to improve the onboarding process.

Get A Free Consultation Today!

Fill out the form below and we'll get back to you as soon as possible.


Introducing our "Done For You Onboarding System" - the secret to putting your business on the path to success without the tech headaches and administrative hassles.

🚀 What You'll Get:

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Customised Onboarding System: 
We'll design a tailored onboarding system that fits your unique needs and business style.

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Seamless Implementation:
Our expert team will do all the heavy lifting, ensuring your onboarding system is up and running smoothly.

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Training & Support:
We won't leave you hanging. We'll provide you with the training and support you need to make the most of your new system.


But what if we told you there's a way to transform your coaching or consulting business into a well-oiled machine without committing to a full setup?

Improving your client onboarding process can be a total game-changer for your consulting or coaching business.


Less hassle with admin and more time doing what you do best – consulting!

Impressing your clients with a smooth onboarding process from day one. No more delays or headaches – just pro-level professionalism that builds trust.

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Bye-Bye Mistakes! Upgrading means no more mistakes from typing emails or proposals manually for every single client. Everything stays correct, with no misunderstandings and no legal troubles.

Easy Growth…handle your clients with no sweat.

Boosting  Your Money Flow: means quick onboarding and fast contracts and payments. Your wallet will be happier, and your business healthier.

So, in a nutshell, levelling up your onboarding is all about saving time, making clients happy, avoiding mistakes, growing smoothly, and making more money. It's a savvy move for a thriving coaching or consulting business. Let's do it!

🌟 Benefits You'll Love:

Instant Organisation: Imagine having all your client information, contracts, and invoices neatly organised in one place, accessible at your fingertips.

Professionalism: Say goodbye to chasing clients for payments and struggling to complete contracts. Present yourself as the true professional you are.

Time Freedom: Reclaim your precious time and focus on what you do best – coaching and consulting. Let us handle the tech and admin side of things.


  • Save time

  • Get more clients

  • Retain clients

  • Get paid quickly

  • No more chasing

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⏳ Act Now for Exclusive Benefits:

🔥 Limited Availability: We're only taking a select number of clients to ensure top-notch service and attention to detail.

🔥 Special Pricing: For a limited time, we're offering our "Done For You Onboarding System" at a special discounted rate.

🔥 Fast-Track Success: Get started now, and within days, experience the benefits of a streamlined, professional business that closes contracts quickly.

💡 It's Time to Thrive:

Don't let admin work hold you back from achieving your coaching or consulting goals. With our "Done For You Onboarding System," you can have the organised, professional, and efficient business you've always dreamed of – without the hassle.

Take action now, and let us transform your business!

🌟 Investment: £997 (Valued at £2500) -

👉 Book Your Free Consultation to see if you qualify for this exclusive offer. Spots are filling up fast, so don't miss out on this opportunity to supercharge your business.

How It Works

  1. Complete the application form 

  2. Complete your invoice 

  3. Schedule your strategy session 

  4. Allow 24 hours for your project to be completed

  5. We’ll hop on another call and I’ll show you your new step up

⏳ How To Get Started

  1. Complete the form 

  2. We’ll email you with your complete your invoice

  3.  Schedule your sctrategy call - this is where we will go through your process 


Hello, I'm Phebi, a seasoned systems strategist and a dedicated Dubsado CRM specialist. With a background in both the healthcare sector and IT as a PMO, I bring a wealth of knowledge on how to run a business effectively. My true passion lies in helping businesses operate seamlessly while prioritising an exceptional client experience.

I firmly believe in keeping things straightforward; simplicity benefits both you and your clients. I hold exceptional communication and customer service in high regard, making it my personal mission to provide you with nothing less.

Dubsado is a powerhouse tool for elevating your business processes, and that's precisely why I'm here to support you with it. In fact, my clients affectionately refer to me as the "Dubsado Queen."

Take a step towards liberating your business today - book some time with me, and let's unlock the potential for growth and efficiency in your endeavours!

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Here is what my past and current clients have to say


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The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.



The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.

Lola Bejide

Satisfaction Guarantee

We are fully committed to your success and the success of your business. We're confident that our "Done For You Onboarding System" will exceed your expectations and provide immense value. To demonstrate our dedication, we offer an ironclad satisfaction guarantee.

We will promptly address your concerns and work diligently to ensure your satisfaction.

Your success is our top priority, and we stand behind our service with confidence. Join us today, risk-free, and experience the transformation in your business that we're so passionate about delivering.

Don't let this opportunity slip away. Take a step towards a more efficient and successful business by implementing our "Done For You Onboarding System" with complete peace of mind.

🚀 Your success is our success, guaranteed! 🚀

FAQs for Our "Done For You Onboarding System" Offer:

What exactly is a client onboarding system, and why do I need it?

A client onboarding system is a structured and automated process designed to make your business operations more efficient. It ensures a smooth transition for your clients, making their experience seamless and professional. You need it to save time, reduce errors, improve professionalism, boost client retention, and increase revenue.

How can I be sure that this system will work for my specific business needs?

Our "Done For You Onboarding System" is customised to fit your unique business requirements. We conduct an in-depth analysis to tailor the system to your industry, client base, and specific goals, ensuring it aligns perfectly with your needs.

What if I'm not tech-savvy or have limited experience with CRM systems like Dubsado?

No worries! We specialise in helping clients who may not be tech-savvy. Our team will handle the technical aspects, and we provide training and ongoing support to ensure you feel confident using the system. We're here to simplify things for you.

How long will it take to see results from implementing this system?

You'll start experiencing the benefits almost immediately. Within days of implementation, you'll notice increased efficiency, improved client satisfaction, and a more organised business. Clients often report faster contract closures and a reduced administrative workload shortly after implementing the system.

Is my data safe and secure with this system?

Yes, absolutely. We prioritise data security and ensure compliance with data protection regulations. Our onboarding system includes robust security measures to safeguard your clients' sensitive information.

What if I'm not completely satisfied with the results?

We offer a 100% satisfaction guarantee. If, within the first 30 days, you're not completely satisfied with the results, we will ensure we work to ensure you are satisfied with the service.  We are committed to your success and stand by our service.

Is this system scalable for my growing business?

Yes, our onboarding system is designed to scale with your business. As you grow and take on more clients, the system can easily accommodate increased volumes of work while maintaining consistent service quality.

Can I get a demonstration or more information before committing?

Absolutely. We offer a free consultation to discuss your specific needs and demonstrate how our system can benefit your business. We encourage you to reach out and learn more about this transformative solution.

What if I have questions or need support after implementing the system?

We provide ongoing support and are readily available to assist you. Our team is just an email or phone call away to address any questions or concerns you may have. Your success is our priority.

How do I get started with your "Done For You Onboarding System"?

To get started, simply book a free consultation with us. During the consultation, we'll assess your needs, explain the process in more detail, and determine if you qualify for our limited-time special pricing. Don't hesitate to reach out; we're excited to help you streamline your business and achieve your goals.

Get A Free Consultation Today!

Fill out the form below and we'll get back to you as soon as possible.

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