I've onboarded maybe eleven people properly across two years of retainer work, which is not a sample anyone should build a theory on. But I've stopped doing three things I was sure about in year one, and I'll show you what replaced them. Good for solo consultants who are winning clients but losing the first month to chaos.
Onboarding Clinic: What Actually Survived Contact With Real Clients
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Event
- Purpose
- To compare real onboarding sequences that held up against the ones that fell apart, and steal from each other.
- Starts
- Nov 15, 2026, 3:00 PM · UTC
- Ends
- Nov 15, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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