Jacki turns her head away from the screen, smiling as if mid-thought or mid-convo.

First impressions matter.

But right now, your onboarding feels… patchy.

Clients sign on, and then:

  • They don’t know what happens next

  • You’re chasing emails and missing info

  • The whole thing feels more chaotic than it should

You’ve done an incredible job building a business people want to work with.

Now it’s time to make sure their first experience with you feels just as thoughtful.

Jacki focused on writing in a notebook, seated at a white desk with a red Wonder Woman mug and a closed laptop.

Make your client experience feel clear, welcoming, and easy to run.

The Onboarding Audit

This isn’t a tech setup or a strategy call.

It’s a quiet, thoughtful review of your onboarding process—through the eyes of your future clients and your real-world systems.

Here’s how it works:

  • I go through your onboarding like a client would (inquiry form to first deliverable)

  • I peek at the backend to see how things flow behind the scenes

  • You get a clear, no-fluff summary of what’s working, what’s not, and where small shifts can make a big impact

A close-up of a bright red Wonder Woman mug in the foreground with Jacki working at a silver laptop in the background. The scene captures bold focus and personal flair.

You’re a Fit If…

✅ You’re manually onboarding every new client and it’s draining you


✅ You’ve outgrown your pieced-together process


✅ You want clients to feel held—not confused—from day one


✅ You’re ready to simplify, not stack more steps


✅ You want your backend to feel calm, not clunky

What You’ll Walk Away With

  • A Loom video walkthrough of your onboarding audit

  • Three clear, doable action steps to improve the experience this week

  • Simple tool suggestions to support how you work (not just what’s trendy)

No calls. No tech setup. No overwhelm. Just clarity.

Investment: $300

One review. One video. Three changes that will make everything smoother.

Jacki focused and smiling while typing on her laptop at a white desk, wearing her signature fuchsia leopard sweater.

This Isn’t For You If…

❌ You’re looking for full system setup or automation builds

❌You want someone to manage your onboarding for you

❌You’re already fully confident in your current process

A Little About Me

I’m Jacki—a systems strategist for creative service providers who want less chaos and more clarity behind the scenes.

I created the Onboarding Audit because onboarding shouldn’t be a guessing game—for you or your clients.

A few small shifts can change everything.

Not Sure if This Is Enough?

Start here.
You don’t need to overhaul everything—you just need to know what matters most right now.

Or book a fit-check call to explore what would best support you.