The Client Says Yes.
What Happens Next Is Up To You.
Pick the version where you take the afternoon off.
Onboarding still happens without you.
It’s a random Tuesday in June. You just finished two sales calls and both folks said yes!
You planned to log out early, made some promises for the gorgeous afternoon.
But first… ya gotta get those contracts out.
In your ideal world, do you….
Honestly, it doesn’t matter which one you chose IF your CRM is set up to serve you.
That means either you, or someone on your team, can click ‘send” and…
the contract goes out.
the welcome email goes out
the intake form lands in their inbox
their onboarding tasks appear in your PM tool
you close your laptop in less than five minutes
You bought it. Got it sorta set up. Then you got busy.
You've got a CRM. You've been using it. Paying for it too. And I'm guessing it's set up... just enough.
Branding's uploaded. Contract and invoice go out okay. That's about it though.
Because you're at capacity, and you've got zero time for more than that. So you're paying full price for maybe 20% of what the thing can actually do.
And onboarding? Still mostly manual. Still living in your head. Still taking way too long.
Where You Are → Where You're Headed
Now: You're the one who remembers everything, or nothing gets sent.
Then: You'd just know it was done. Without checking.
Now: Your CRM is basically decoration.
Then: It finally earns its subscription.
Now: You're the system and every step requires you.
Then: You get your uninterrupted creative time back.
Introducing Seamless Start
A done-for-you VIP day that sets up your onboarding workflow for one offer or package. In a single day.
Here's what's included:
60-minute workflow strategy call. Before anything gets built, we map out exactly how your onboarding should work for your business.
Complete onboarding workflow setup in Honeybook or Dubsado. Contract, packages, proposals, canned emails, automations... all of it, built and connected.
Onboarding task list template in ClickUp, Asana, or Monday, so your internal to-dos are just as automated as your client-facing ones.
Tech integration. Google, your scheduling tool, your PM tool, linked wherever possible so nothing's living in a silo.
Complete SOP library, documented so you (or a team member) never have to reverse-engineer your own process.
60-minute live team training, recorded and shared with a transcript. So it's not just for you, it's for whoever else touches this process.
30 days of async support. Because "it worked on the day" and "it still works three weeks later" can be two different things.
One system refinement within 90 days, for the stuff you don't notice until you're actually living in the new system.
"Jacki's approach is clear and simple. She didn't force me to sign up for any new tools, she showed me what I needed to focus on within the ones I already had." ~ Bridget Baker
Built inside the tools you already pay for
What It Feels Like After Seamless Start
A client signs, and you already know exactly what happens next. No mental scramble, no "wait, did I send that."
You pack for your family's camping trip two days early, because nothing's chasing you down at the last minute.
You're holed up in your favorite coffee shop for three hours of actual creative work, phone face-down, nothing on fire.
You take a nap in your hammock mid-afternoon, and your business doesn't even notice you're gone.
You feel like the owner of your business again, not just the person keeping it running.
You take an impromptu trip to your favorite indie bookstore on a random Tuesday, because nothing in your business needs you today.
Working with Jacki has been an amazing experience. She thinks of things I don't and gets my brain working in different ways.” ~ Samantha Eck
Why work with me?
I ask a lot of questions, and I care as much about your actual capacity as I do about your workflows.
I'm part librarian, part thought partner... I take the scattered pieces of how clients move through your business (the emails you meant to template, the steps you keep doing from memory) and build something clear, inside the tools you're already paying for.
No burn-it-all-down, no fifteen new apps. Just a calmer way of running the part of your business that's supposed to run itself, designed for your real brain, your real life, your real business.
“She [Jacki] asked questions I hadn’t even considered, which prompted the creation of a custom plan centered on connection and authenticity.” Mindy Carlson
How It Works
Strategy call first, 60 minutes. We map your real workflow, not a generic template, and honestly this is usually where I find the gaps you didn't even know were there.
Then you send me the raw materials. Contract, canned emails, any assets or images you want used. The more you've already got written, the less you're doing between the call and the day.
Then it's VIP Day. I build the whole thing inside the tool you're already paying for, no new subscriptions, no new logins to remember, and I test it before I ever hand it back to you.
And then training and handoff. A live walkthrough (recorded, with transcript), your SOP library, and 30 days of support to catch whatever only shows up once real clients start moving through it.
"Jacki brings her operations brain to my vision. I’ll say an idea, and she’s like, ‘Do we also need this? Don’t forget that part.’ She adds things I didn’t even think to ask for." ~ Hailey Thomas
Investment
$3,000 USD
Pay in full, or split it up to 3 payments over 90 days. All payments need to be complete before your VIP Day. Your first payment is what locks in your date.
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“I would recommend hiring Jacki to any fast-moving, service-led company with high standards for client experience.” ~ Serena Hicks
Questions You Might Have
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Yes, with prep. There's a 60-minute workflow strategy call first, then you send over your contract, canned emails, and any assets before the day.
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Mostly it's just gathering what already exists (contract, canned emails, brand assets) and sending it my way. If some of it isn't written yet, we can work through it on the strategy call and schedule a coworking time..
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You've got about 2 weeks before your VIP Day. That's your prep window... plenty of time to get your contract, emails, and assets together.
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here's a 48 hour response time on my end after our call. And if you need some accountability in getting everything done, I’m available for a coworking call (up to 90-minutes).
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Async availability, yes. You don't need to hop on a Zoom or sit with me all day, but I may need something from you in real time, like a login or verification code, so keep your phone or inbox within reach.
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Fair question. But automations aren't the opposite of personal, they're what buys you the time to actually be personal instead of scrambling to keep up.
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If it's really been fine, you probably wouldn't still be reading this page.
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I have tools I'm fluent in, and that’s these. If you use something else, I'll introduce you to someone who is fluent in yours.
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48-hour response time, during my office hours (Tuesday through Thursday, 10-3).
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You still have your system refinement within 90 days of your VIP Day. After that, support passes are available for ongoing troubleshooting and refinements: $197/month for 1 pass, or $397/month for 5. One pass covers one issue.
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Just one. This is a single offer or package, built out completely. If you've got more than one you want set up this way, that's a separate VIP Day (and yes, there’s a discount for booking more than one).
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If you’d like me to set-up the entire client journey, from lead management to client offboarding, check out Lead to Love (coming soon).
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One-time build. But you'll get a discount on future builds or refinements, starting at $500 depending on complexity.
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Nobody loves reading refund policies, so let's get this over with. 75% refundable if cancelled 3+ weeks out, 50% within 1 week, 25% within 48 hours. No refunds if cancelled after that. You get 1 free reschedule; additional reschedules are subject to a fee of up to $1,000.
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“Jacki brings a one-of-a-kind combination of systems thinking, strategy, wisdom, and heart to all she does.” ~ Cara Jones