A slick client onboarding experience is the start of something beautiful

We know how essential a good first impression is

With our Optimised Onboarding package, the team and I will make sure your clients feel the love from their very first minute in your care.

Once you’ve set the tone, prepare for a meaningful relationship with your customers that stands the test of time.

I want to optimise my client onboarding experience!
JackieVanBaren-in a cafe

How Optimised Onboarding works

Once we’ve had a detailed investigation into your current set-up, we’ll develop a bespoke roadmap for your customers to experience your business at its best!
  1. I’ll spend 90 minutes with you, asking lots of questions to dig deep into what you have to determine what you need

  2. After our session, I’ll take everything we talked about to develop a detailed report on your current customer journey, and opportunities for improvement

  3. Together we’ll develop your signature customer success roadmap

  4. I’ll get to work equipping you and your team with the tech and resources to deliver an epic client onboarding experience

Are you ready to impress your clients with a exceptional journey from the very minute they are in your world?

My team and I are passionate about and extremely skilled at creating ease and high-impact customer experiences through online technology.

  • Optimised Onboarding

    Get started today!

    From $AUD2500+ GST

    Features

    • 90-minute initial Clarity Audit
    • 1x Customer journey report
    • 1x Bespoke customer success roadmap
    • Initial tech set up and training (Client-specific timings will be agreed in initial Clarity Audit)