CLIENT ONBOARDING AUDIT
For service-based humans who want their client journey to feel like a warm welcome.
Your business has heart. You care deeply. You’ve built something thoughtful, meaningful, supportive…
but you’re not entirely sure your client onboarding experience reflects that.
Maybe you threw it together when you first launched?
Maybe you’ve tweaked little bits over the years and lost track of the full flow?
Maybe every time someone books, you get that tiny jolt of “wait… what do they get sent again?”
If any of that feels familiar, breathe! We can fix this.
My Client Onboarding Audit helps you step outside your own process and see it exactly as a new client would.
With fresh eyes, clarity, and a sense of ohhhh, now this makes sense. Zero shame or embarrassment.
Your client journey deserves to feel like your values, not your to-do list.
This is for you if…
You want clients to feel genuinely welcomed: grounded, reassured, and clear from the moment they say yes.
You’re using a mix of tech tools and hoping they’re all talking to each other (or at least not breaking anything).
You care about your client experience but can’t quite see where the friction points are.
You know something feels a bit clunky, chaotic, or confusing… you just don’t know where.
You’d love a second pair of eyes on the full journey — from enquiry to first session — without judgment.
If that’s you, you’re in the right place.
What you’ll receive
A Full Client Walkthrough
I’ll go through your onboarding step-by-step exactly as a client would: clicking, reading, absorbing, noticing…
everything from their very first interaction to the moment they’re inside your world.
An Audit Report
A clear, kind, practical breakdown of:
First impressions + emotional tone
What’s working well
What feels confusing, clunky, or out of alignment
Opportunities for warmth, clarity, and flow
Suggestions for a smoother, more “you” experience
Small, fast tweaks you can make immediately
Bigger improvements you can prioritise over time
It’s detailed, digestible, and leaves no guesswork. You’ll know exactly what to do next (and why!)
Practical, Kind Suggestions
This is not a critique, it’s a collaboration. My feedback is grounded, warm, and human-first.
I’m here to walk in your clients’ shoes and offer suggestions that feel doable (not overwhelming!)
Optional Add-On: 45-Minute Follow-Up Call
Want help planning the changes? Add a call and we’ll map out what to tackle first and how to approach it in a way that suits your energy and capacity.
Your Investment?
Starting at £175: the price will depend on how many parts there are to review - we can discuss in our free clarity call.
£50 / Optional 45-min call (add on)
A kind, practical review of your full client onboarding journey so it feels clear, welcoming, and aligned with your values. I step through your entire process exactly as a new client would, from first enquiry to first session, and provide a clear audit highlighting what’s working, where things feel clunky or confusing, and how to improve flow, clarity, and warmth. You’ll receive thoughtful, human-first suggestions you can action straight away, helping your onboarding feel like a genuine welcome rather than a rushed checklist.
Why This Matters
Your onboarding sets the tone for everything that comes after.
When it’s aligned and flowing:
Clients feel held, seen, and cared for
Your boundaries become clearer without saying a word
Your systems feel lighter and easier to maintain
You stop dreading enquiries because everything works
You show up with more confidence, presence, and calm
A tidy onboarding experience isn’t just functional - it’s energetic.
It shapes how someone feels when they enter your world.
If your process feels DIY, duct-taped, or “just about working,” this is your chance to refine it with fresh eyes, clearer structure, and zero judgment.
Your people deserve a kind welcome. Let’s make that happen.
What happens when you book an audit?
Once you book, you’ll receive an email with next steps, including:
Scheduling a short call where you’ll talk me through your onboarding process from your perspective. This is your chance to share how you believe it’s currently set up to work and any concerns or intentions you have for the client experience.
Access to experience your onboarding as a client. You’ll provide either permission or a promo code so I can check out as a client and move through your onboarding journey from start to finish.
I’ll then review all emails, links, and touchpoints that are triggered during this process and report back with clear, kind feedback on how the experience actually feels, and whether it aligns with what you’re hoping clients will experience.
FAQs
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Very little. Before we start, you’ll have a short call with me to talk through your onboarding from your perspective and share any links, logins, or access needed for me to experience it as a client. You don’t need to tidy, fix, or polish anything first. I want to see it as it really is.
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I can review any mix of tools you’re currently using, including booking systems, email platforms, forms, payment providers, client portals, and documents. The focus isn’t on the tech itself but on how the journey feels and flows for your clients.
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The audit is designed to give you clear, practical recommendations and next steps. If you’d like help planning or implementing changes, you can add on a follow-up call or explore further support during your clarity call.