LETS MAKE YOUR FIRST IMPRESSION A GOOD ONE
A Client Onboarding Audit for Human-first, Service-Based Businesses
Your client experience deserves to feel like a warm welcome - not a flat, functional process with no soul.
You’ve built a beautiful business.
You care about your clients. You’ve done the inner work, got the qualifications, the website, the tech tools. But you’re not 100% sure your onboarding experience actually feels welcoming.
Maybe it was thrown together quickly when you first launched.
Maybe it’s been quietly collecting dust while you’ve been focused on client work.
Maybe every time someone books you, you get a tiny jolt of “oh no, what do they get sent again?”
Let’s fix that.
My Client Onboarding Audit helps you take a step back and view it all through fresh eyes. From your first email or booking link to your welcome form or client agreement.
This service is for you if:
You want clients to feel welcomed, build trust and meet their expectations from the get-go
You’re using a variety of tech and find yourself hoping that it’s all working together seamlessly.
You’d love a second pair of eyes on the full client experience.
You suspect something in your flow is creating friction or drop-offs (but can’t quite put your finger on what)
Here’s what you’ll get:
A Full Client Walkthrough
I’ll go through your onboarding process like a new client… clicking, reading, absorbing it all as they would.
An Audit Report
I’ll break down:
First impressions + emotional tone
What’s working well
What’s confusing, clunky or missing
Suggestions for a smoother, warmer, more “you” experience
Practical, Kind Suggestions
I’m not here to criticise or judge. I’m here to walk in your clients’ shoes and experience what’s actually happening for them - then offer you feedback with suggestions for improvement.
Optional Add-On: 30-Minute Follow-Up Call
Want to talk through your report and get my help planning the changes? You can add a call and I’ll help you figure out what to tweak first and how to make it doable.
Your Investment?
£111 / 7-day turnaround
£45 / Optional 30-min call (add on)
Ready to get started? Let’s hop on a call to discuss and set a start date
Why This Matters
When your onboarding process is calm, clear and meets human needs, your clients will feel like they can trust you to deliver. Your setting the tone from the start.
They feel welcomed, and important.
Your boundaries are clearer.
Workflows feel lighter (for you and them)
You stop dreading new enquiries because you know it’s all set up to hold them (and you).
If your client journey feels a bit DIY, duct-taped, or just not quite right — this is your chance to clean it up with a fresh pair of eyes and zero judgment.
Let’s make your onboarding feel like an extension of your values, not a to-do list.
Because your people deserve a kind welcome.