For independent consultants and course sellers who have paying clients but no repeatable first two weeks. I'll walk through the onboarding sequence I actually use with new clients, including the parts that go sideways when someone buys before they're ready. Bring the awkward intake call you're avoiding, we'll look at it together.
Onboarding that survives contact with a real client
Review event terms, reservations and separate recording choices →
Event
- Purpose
- To help early-revenue consultants turn a messy first client experience into an onboarding sequence they can reuse without losing the personal feel.
- Starts
- Oct 23, 2026, 3:00 PM · UTC
- Ends
- Oct 23, 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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