I've only done this with a handful of clients, so take it as one person's pattern, not a method. I'll walk through what I actually send in week one, when I stop explaining and start charging, and the point where I nearly lost someone because I front-loaded too much. For anyone selling knowledge who keeps onboarding by instinct and hoping it holds.
Onboarding: what I do with the first two weeks
Review event terms, reservations and separate recording choices →
Event
- Purpose
- To show early-stage knowledge sellers a concrete first-two-weeks onboarding sequence drawn from real client work, and admit where it wobbled.
- Starts
- Nov 16, 2026, 3:00 PM · UTC
- Ends
- Nov 16, 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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