The Seamless Start: Onboarding System Sprint

A high-touch, done-with-you container to rebuild your onboarding so it runs smoothly… and you know exactly how to maintain it.

I'm ready for a seamless start

Imagine this:

  • A new client says “yes” and the next steps are… easy.

  • They get the right emails at the right time.

  • They sign, pay, and submit what you need without chasing.

  • Your project space populates automatically.

  • Your brain is no longer the onboarding system.

Instead of gearing up for a flurry of admin, you get to start projects feeling calm, clear, and confident.

Because your onboarding is doing what it’s supposed to do: setting the tone, setting expectations, and setting the work up for success.

That’s what we build together in the The Seamless Start.

Let's build a better onboarding system
Flatlay image of a desk with an open laptop and a yellow notepad

Why your onboarding is the linchpin

When the way people enter your business is messy, everything else has to work twice as hard.

When it’s dialed in, here’s what tends to happen:

  • You start projects from a place of confidence, not cleanup.

  • Clients know what you need from them and send it on time.

  • Your welcome emails and reminders sound consistent and intentional every time.

  • Your tools finally feel like they’re working together instead of against you.

If you want onboarding that creates momentum—for you and your clients—this is where we start.

We don’t begin with fancy automations. We begin with your onboarding experience: what you want it to feel like, how you want people to move through it, and what you actually have capacity to maintain.

What Seamless Start really is

Seamless Start is not a VIP Day where you watch someone build something you’re secretly afraid to touch.

It’s a done-with-you onboarding sprint: a month of weekly coworking sessions where we’re in the weeds together—

  • mapping your onboarding flow

  • drafting and refining your client-facing pieces

  • building everything inside your tools

  • layering in automations where they actually help

  • testing, tightening, and documenting

So you leave with:

  1. An onboarding flow that works in real life.

  2. The confidence to maintain and troubleshoot it without panic later.

Book a Seamless Start

What makes The Seamless Start different

01. We build it with you (so you can run it without me).

You don’t leave with a system you’re afraid to touch. You leave understanding how it works.

02. We focus on the onboarding that matters.

Not every possible scenario. Not endless exceptions. We build the onboarding your business actually runs on.

03. The goal is completion.

This is a live, guided build container. The point is that it gets finished—and works.

Meet your behind-the-scenes co-pilot

Hi, I’m Jacki—a business ecosystem + operations strategist for folks who want their work to feel grounded and sustainable behind the scenes, not just good on the surface.

Think of me as part librarian, part thought partner: I help you gather all the scattered pieces of how clients move through your business, make sense of them together, and then build something clear and usable inside the tools you already have.

No “burn it all down,” no fifteen new apps—just a calmer, more honest way of running things.

My background is in operations, program management, and client experience for small, values-driven businesses, which means I’m as interested in your capacity and boundaries as I am in your workflows.

I ask a lot of questions, offer options instead of prescriptions, and care deeply about designing processes that work for your actual brain, body, and life.

When we work together, you can expect a mix of cozy co-working energy, clear-eyed strategy, and gentle accountability.

I’m here so you don’t have to keep holding your entire business in your head—and so your clients feel the care and thoughtfulness you’ve had for them all along.

  • “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. I now have a streamlined system for people to purchase, get a link to schedule, and be marketed to in the future.”

    —Bridget Baker, Bridger Baker Branding

  • "Doing this work alongside Jacki made all the difference in how I manage my time and my business. She met me where I was—scattered, trying to play catch up, unsure of how to change it—and helped me envision what a better process could look like. She asked questions I hadn’t even considered, which prompted the creation of a custom plan of action that really emphasized the connection and authenticity my business is centered upon."

    —Mindy Carlson, Mix Creative Community

  • "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, Firestorm Finance

The Seamless Start is for you if…

You want onboarding to feel cozy, clear, and welcoming—for you and for your clients.

  1. You’d like an expert beside you while you implement, so it actually gets finished.

  2. You’re ready to use the tools you already have and make them work better together.

  3. You want to understand what’s happening behind the scenes so you can refine it later without breaking everything.

Let's get started
Closeup image of a white woman's hands typing on a laptop.

Inside The Seamless Start

Step 01: Map the Ideal Onboarding Workflow (Session 1)

We outline your onboarding from “booked” to “ready to begin delivery,” including:

  • what happens when

  • what triggers what

  • what’s automated vs manual

  • what assets you need and where they belong

No building yet—just clarity and a clean plan.

Step 02: Draft Your Assets (Homework + review)

You draft the content that powers your onboarding (emails, forms, proposals/contracts, guides). You send everything to me before Session 2—and I review it so we can stay in build mode when we meet.

Step 03: Upload + Refine Assets (Session 2)

We implement your assets inside your tools and refine them for:

  • clarity

  • consistency

  • client compliance

  • flow alignment (everything matches the workflow map)

Step 04: Create Automations (Session 3)

We build the automation layer so your process runs with less effort:

  • triggers and sequences

  • task creation and reminders

  • clean handoffs between steps

We keep it streamlined and reliable (not complicated and fragile).

image of a wood desk with a blank sketch pad and a to-go coffee cup.

Step 05: Test the Workflow (Homework)

You run a “test client” through onboarding and report what’s unclear or broken

Step 06: Finalize the Workflow (Session 4)

We fix what broke, simplify what’s too much, and lock it in:

  • final automation tweaks

  • final asset adjustments

  • maintenance checklist (“what to update when things change”)

Step 07: SOP Week (documentation)

After our final coworking session, I create simple SOPs based on what we built (and what I’ve been documenting all month). 

These SOPs are designed to be easy to follow, easy to delegate, and easy to maintain.

Step 08: Two Weeks of Troubleshooting Support (tickets)

You get two additional weeks to submit troubleshooting tickets.

  • you submit issues/questions

  • I respond within 24 business hours

Support is for troubleshooting and refinement of what we built.

Tools I can support:

We build inside what you already use. Current supported tools:

  • Dubsado

  • HoneyBook

  • ClickUp

  • Airtable

  • Asana

(If your setup is unusual or you work on a different platform, we'll confirm fit with a Fit Check call.)

What’s included:

  • 4 weekly coworking sessions (60 min each)

    Workflow map + build plan

  • Asset review (so sessions stay implementation-focused)

  •  DWY implementation inside your tools

  • Automation setup + refinement

  • Testing guidance + fixes

  • Simple SOPs (documentation week)

  • 2 weeks troubleshooting tickets with 24-business-hour response time

Investment

$1,500 USD

To reserve your spot, you’ll pay a $500 non-refundable retainer.

Payment Plans Available.

Get started today.

I'm ready for a seamless start

FAQ

  • No. We use what you already have and make it better.

  • No—this is done-with-you. We implement together during coworking sessions, and you’ll have homework between sessions so the build keeps moving.

  • Plan for a few focused hours per week for drafting assets and testing. (You’ll move faster if you protect that time.)

  • You submit a clear question/issue. I respond within 24 business hours with a fix, direction, or Loom. This is for troubleshooting what we built.

  • Not in this container. The Seamless Start is onboarding-only so it stays tight, effective, and finishable.

Ready to make onboarding feel like a warm welcome (for you and your clients)?

If you want your onboarding to run with calm confidence—and you want to build it with expert support so you understand it inside and out—this is your spot.

Book a seamless start