Systems with Sam
Stuck to Scale Client Onboarding Intensive
Feeling stuck on on how to scale your client capacity so you can grow your business?
After helping my clients triple their 1:1 capacity and scale from $20K months to $100K months with their mastermind, I’ve realized the key to this massive growth is setting up the systems that allow your business to hold as many clients as possible.
That’s why I created this 4 week done for you intensive - so you can clean up your client chaos so you can double your capacity, and scale your business.
Walk through my evergreen client process where we will:
Onboard your clients with the click of a button
No more running to your laptop every time you have a new client.
Manage all of your clients in one central hub
One-stop shop for your client to dos, requests, and communication.
See your lead and client information at a glance
No more digging through old messages and previous call calendars.
Perfect for you if...
You have an evergreen high touch offer (1:1, mastermind, or hybrid program).
You’re consistently bringing new clients into your world.
You know you’re almost at your max with your client load… but you also know there’s so much potential for GROWTH!
What's included?
1x 60 min strategy call
Streamline your offer and map out your next level onboarding process
Client onboarding process & automation creation
Automate your payments, contracts, forms, scheduling, and follow up.
Client hub build
Create a central hub for your client to dos, projects, requests, and communication.
Lead & client tracker
See your lead and client information at a glance.
1x 60 min training call
Add the finishing touches and learn the ins and outs of your new client systems
Slack support
get all of your questions answered with our M-F Slack support during your entire project