You just scored a new client — and now it’s time to deliver what they signed up for. You invest lots of time and money into new clients, and you want to build a positive, lasting relationship with them, so it's crucial to give them a great experience from the get-go.

New Client Onboarding ensures every client starts off on the right foot with a series of automated emails that welcome and inform them. You can share how to make the most of their first appointment, answer common questions, provide tips to access and navigate your content, suggest steps to get involved in your community — anything that helps your new client get engaged and on the path to reaching the results they’re looking for.

Your first few days with a client set the tone for the entire relationship. By making sure they feel taken care of and know what to expect, you’ll begin to build trust and set your client up for long-term success with you.

Give clients the value they expect upfront so they’ll trust you right away, stick around longer and refer more friends.

Send important details and common FAQs automatically so you don’t have to spend time prepping the same information for each new client.

Get more from your marketing spend and sales efforts by providing an initial experience that encourages clients to keep coming back.

Make sure clients receive the results you promised by giving them all the tools they need to succeed.

Deliver a positive and welcoming experience for each new client with an onboarding process that ensures everyone is taken care of.