Free playbook
The Client Onboarding Kit
The 7-step system that stops new clients ghosting in week one, with copy-paste messages, a full onboarding form and a printable day-by-day planner.
Free PDF · 12 pages · 227 KBGet the guide
Weekly Check-in System Pack
The exact check-in questions, reply formula and review routine that keep online clients accountable, plus a fill-in-the-blank reply bank.
- Free PDF
- 12 pages
- Printable worksheets
- No signup
What's inside
- Copy-ready 8-question weekly check-in template
- A four-step reply formula with a worked example
- Re-engagement scripts for when a client goes quiet
- Reply bank for 5 common check-in situations
- Cadence rules: when to go weekly, fortnightly or daily
Look inside
Read the guide behind it
Check-ins your clients actually complete
Build custom daily and weekly check-in forms, assign tasks, set reminders and get alerted when a client goes quiet - all in one app.
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