Onboarding Without the Overwhelm
Your process makes sense to you. Because you built it. But is it easy for your client?
A pay-what-you-want workshop for creative service providers ready to make their client onboarding easier to run and easier to experience.
Live Wednesday, September 16 at 12pm ET.
The workshop has been cancelled and will be rescheduled for a later date.
Pay-What-You-Want with a $9USD minimum. 50% of all revenue will be donated to the Iowa Trans Mutual Aid Fund.
What to expect:
You know what your intake form's asking for. Your client is wondering how deep they need to go, word vomit and all, and how many more questions stand between them and done.
Kickoff calls are your favorite. Your client is freaking out a little. What can they expect? What do they need to prep? What if they say something stupid?
Our onboarding makes sense to us because we already know what the end looks like. We built the process for what we needed to get to done.
But if we forget our clients have no idea what the journey looks like, what's expected of them, or how to ask for help... they end up stressed and second-guessing.
This workshop is about finding that disconnect between what we understand and what our clients need, and closing it.
Map your current onboarding and spot where the gap between what you know and what your client knows is costing them effort
Learn three checkpoints that close that gap: accessibility, cognitive load, and emotional labor
Leave having fixed your weakest step, not just identified it
And yes, I will talk briefly about how you can hire me to help build your onboarding system.
What people say about my workshops
"I got so much MORE than I came for! Not only the connection and coaching and community, but the clarity and deep dig I didn't even know that I needed."
— Bridget Baker
"I love Jacki's emphasis on building from the ground up (values are my JAM)."
— Megan Dowd
What's included:
90-minute live session (Wed, Sep 16 at 12pm ET) with time to implement
Optional co-working hour (Fri, Sep 18th 1:00–2:00pm ET) if you need more time to actually get it done
Replay with transcript
Next-steps guide
Who it's for:
Web designers, brand designers, copywriters, and other creative service providers, solo to small teams
Already running intake forms, proposals, discovery calls
Ready to see onboarding the way a first-time client actually experiences it
CANCELLED
Pay-What-You-Want with a $9 USD minimum.
50% of all revenue will be donated to the Iowa Trans Mutual Aid Fund.
Frequently Asked Questions
-
You'll get the replay with transcript for 90 days, so you're not locked out if the timing doesn't work. That said, the live version comes with real-time Q&A and implementation time, so if you can be there, be there.
-
Live captions are on, you'll get a replay with transcript for 90 days, and materials come in accessible formats. If you need something else, email me and I'll sort it.
-
No, you don't need to be booked out. But you do need to have run at least a client or two through your onboarding already, so there's an actual process to look at and improve.
-
No. You'll walk away having actually fixed something. I'll mention briefly toward the end how I can support you further if you want it, but that's a small piece, not the point of the workshop.
-
Sales are final. Given the pay-what-you-want pricing, there are no refunds, but you'll have the replay and transcript for 90 days if your plans change and you can't make it live.
-
Just your current onboarding process, whatever that looks like right now (even messy). You'll map it live during the session.
Accessibility note: Live captions enabled. Recordings with transcripts provided. Materials in accessible formats. Need something else? Email hello@jackihayes.co.