Client onboarding
Prepare clients before their first session — so every engagement starts at a higher level.
The first session with a new client is often spent catching up: understanding their situation, establishing their goals, identifying the gaps. It's valuable time, but it doesn't have to work that hard if you've done the groundwork first.
A Productised client onboarding product does that groundwork automatically. Before your client ever books time with you, they go through a structured AI conversation that collects everything you need to know — and delivers something back to them that makes the engagement feel premium from day one.
How it works
Your client receives a link before their first session. They go through your onboarding product — answering questions about their goals, current situation, challenges, and context. The AI collects what it needs, evaluates their responses against your framework, and produces a structured output:
- A document that summarises their situation and goals, formatted in your style — ready for you to review before the call
- A report that gives them a personalised overview of where they stand and what the engagement will focus on
- A redirect to a prep guide or welcome resource tailored to their profile
You arrive at the first session already knowing who you're talking to. They arrive feeling like you've already done the work.
What to build
Intake form → Document
Collect goals, context, and background. Generate a formatted intake summary — ready for your review before the session.
Situation assessment → Report
Evaluate their current situation. Deliver a personalised overview of where they stand and what the engagement will address.
Goal-setting conversation → Document
Guide a new client through a structured goal-setting process. Generate a personalised 90-day plan they receive before session one.
Profile collection → Redirect
Gather everything you need, then route the client to a welcome sequence, a prep guide, or a community space tailored to their profile.
Why this matters
Client onboarding products are a subtle but significant signal to your clients about how you work. A generic intake form says "we need information." A personalised AI product that delivers a thoughtful summary back to them before session one says: "we're already thinking about your situation."
That's a positioning advantage that compounds over time. Clients who arrive prepared get better outcomes. Better outcomes become testimonials. Testimonials become the proof that fills your next cohort.