Free Client Onboarding Automation Setup Checklist

For your free checklist:

Client Onboarding Automation Setup Checklist FREE Lucy Pagan

Stop chasing clients and start attracting them automatically with this step-by-step setup guide.

Turn your chaotic client intake process into a smooth, professional system that runs itself. This checklist walks you through setting up basic automation so you never lose a lead or waste time on repetitive tasks again. Perfect for consultants, freelancers, and service-based businesses ready to systematize their client process.

What's Inside:

• 8-step implementation checklist from inquiry to discovery calls
• Tool recommendations for each automation phase
• 3-week timeline for building your system
• Testing procedures to ensure everything works
• Foundation for advanced automation workflows

Why You'll Love It:

• Professional lead capture that works 24/7
• An organized system so no inquiry gets lost
• Consistent follow-up that converts more prospects
• Clear roadmap for systematic implementation

Perfect For:

• Freelancers & consultants
• Service-based business owners
• Coaches & course creators
• Anyone tired of manual lead management

Format: PDF | Pages: 8 | Price: FREE Instant download after signup

Free Client Onboarding Checklist: client onboarding checklist, lead capture automation, freelancer productivity, business automation setup, client management system, service business tools