✅ Instant digital delivery · PDF playbook

Client Onboarding Growth Pack

$27
One-time · No subscription
Instant PDF access

The complete done-for-you playbook for agencies and service businesses who want a professional client onboarding system live and running — in one focused session.

✔ Works with GoHighLevel ✔ Works with Dubsado ✔ Works with any CRM
🚀 Add to Cart — $27

Instant PDF access after purchase · Delivered to your inbox · One-time payment

1

Everything that's included

Seven sections built to get your client onboarding system live in one session.

🗂️
Pipeline stages guide 5 stages with rules — when to move each client
⚡
5 automation outlines Welcome, intake chase, kickoff, week 1, 30-day completion
📝
Done-for-you scripts SMS + email for every onboarding stage — copy, paste, send
📋
Build-order checklist Pipeline → automations → scripts → go live — nothing skipped
🛟
Week 1 survival guide What to do if a client goes quiet, misses intake, or no-shows kickoff
🗓️
Onboarding timing cheat sheet Day 0 → Day 30 at a glance — print it and pin it
🎉
30-day completion routine Completion email, testimonial ask, and referral request
🗂️
Quick-reference 1-pager Pipeline, timing, and automation triggers at a glance
💡 The free kit gets you started. This pack gets your full onboarding system live in one session — no guesswork, no skipped steps.
2

Who this is for

  • You're onboarding clients manually with no automation
  • Clients feel ignored or confused in week 1
  • You want everything in one place to follow
  • You've got the free kit and want faster results
  • You want to delegate setup to a team member
✅ After purchase — here's what happens
1 Check your email — your download link is sent instantly. Check spam if you don't see it within 2 minutes.
2 Download the PDF — open it in your browser or save it to your device. Print the timing cheat sheet and quick-reference page.
3 Get your free kit — GHL Onboarding Kit or Dubsado Onboarding Kit. Keep both tabs open as you build.
4 Stuck? Contact us here — tell us which step you're on and we'll help.
3

Quick answers

Is this a physical product?
No — it's an instant PDF delivered to your email after purchase. No shipping, no waiting.
Is there a refund policy?
Because this is an instant digital download, all sales are final. If you have an issue with your file, contact us and we'll sort it out.
Can I share this with my team?
Yes — one purchase covers your whole team. Please don't redistribute or resell it.
250+ agencies trust this onboarding system

Ready to get your onboarding system live?

The free kit gets you started. This pack gets you there in one session.

🚀 Add to Cart — $27

Instant PDF · One-time $27 · No subscription