What is Client Onboarding Automation?

When you sit back and look at your client onboarding process, what does it look like?

Are you:

  • constantly creating from scratch or a template document that you are constantly updating and perhaps even making errors because you haven’t filled out at the details properly,
  • having to take the time to then create a contract specifically for them,
  • having to raise an invoice and send it to them – each time waiting for each step to be signed off by the new client before you action the next step?

Client Onboarding Automation takes the hassle out of having to open documents, save documents, amend documents, email back and forth with clients, copying the next document, saving it, amending it and sending it; then having to manually raise an invoice and send it and wait however many days for payment before you get started.

Phew, I’m exhausted just writing about it.

Client Onboarding Automation is the process where the workflow from proposal > contract > invoice is a seamless experience for you AND your new client!

What if I told you there is a simple and effective solution?

Well, okay – you’ll still need to take the time in the first instance to set up the framework for your offers and services BUT once you spend that initial time, the maintenance time is very minimal.

In fact, you create the client/project – click a few buttons and they will receive your proposal, they’ll approve it and they’re automatically sent the contract, they’ll sign it and then they’ll automatically be sent the invoice for payment.

Now, that sounds better and not as exhausting, right?

There are no documents to be saved and completed on your hard-drive, there are no constant (manual) emails back and forth to meet the end result, which is signing your new client effortlessly.

How do you jump on this simple, amazing automation?

Well, use can use Dubsado to undertake the client onboarding process.

Here is the link: http://bit.ly/2H4CGiU


This week is Dubsado’s birthday and they celebrate in a great way. From now until this coming Friday, you can save 30% off they monthly or annual plans. Use the link above, and you’ll get your first month free!

Is Dubsado right for me?

Dubsado is great for most businesses, particularly the solopreneur run businesses and creative businesses with a team.

What is even better is if you already outsource your admin to a VA or someone, you can flick this to them and save time and money (ka-ching) because they’re not spending all that extra time doing the above exhausting manual process.

Okay, you will pay for the plan but it is totally worth it – let me tell ya!

Plus, you’re clients will think you’re fab because you have easily and seamlessly on-boarded them, they’ll admire you.

Creatives love Dubsado! We’re talking: graphic designers, virtual assistants, bakers, coaches, consultants, photographers….and the list goes on.

What else can it do?

You can set-up a lead capture form on your website to drive a workflow for any [specific] enquiries, sync your calendar, send invoices, send emails, set tasks, send questionnaires, set-up a client portal for your clients to access in the one area.

Sounds great, huh? Well, it is!

Do I use Dubsado?


I’ve received some great feedback from my own clients who I’ve taken through the Dubsado process because it was easy for them. Considering the fact that I educate business owners on systemising and automating their processes – where possible – it wouldn’t look good if I wasn’t practising what I preach!

The link to check it out and sign-up is: http://bit.ly/2H4CGiU

If you love to save money, even 30%, I recommend you get cracking today!

Any questions? Send me an email or call me. I’d love to hear what you think, so feel free to comment below!