Your New Clients Have a Chaotic First Experience

A welcome packet your new clients actually want to read. The single document that sets every expectation up front -- what happens next, when they'll hear from you, what you need from them, who to contact about what, and what success looks like for this engagement. PDF and editable Google Doc versions, branded to your business.

An expectations doc that prevents the most common scope conflicts. Communication norms, response time expectations, what's included vs. what's not, payment terms in plain language, and the situations that trigger a conversation rather than a surprise. Built around the conflicts your other clients have caused, designed to never happen again.

An automated welcome sequence (SMS + email). Triggers the moment they sign or pay. Welcomes them by name, sends the welcome packet, sets the next steps. So the silence between 'deposit paid' and 'first real interaction' is full of warmth, not absence.

A questionnaire follow-up sequence. The intake form you actually need filled out -- with automated reminders if they don't respond. Friendly nudge copy, not pestering. So you have what you need to start the work without chasing.

3 milestone check-ins (day 7, day 14, day 30). Automated SMS + email at each milestone. Each one written for what's actually happening at that point in the relationship -- early reassurance, midpoint progress, near-completion or completed delivery. Adjusts to your typical engagement length during intake.

Deployed in your GoHighLevel account. Sequences, triggers, and conditional logic all set up in your GHL workflows. Other CRMs available as an add-on.

Your typical engagement type and length. One-off projects (local services, single appointments)? Multi-week engagements (consulting projects, design work)? Multi-month relationships (coaching, retainers, ongoing services)? We adjust the entire sprint to fit how you actually work.

The questions or fights that keep coming up with new clients. Scope confusion, communication gaps, timeline expectations, payment misunderstandings -- whatever issues you keep seeing. We use these to build the expectations doc that prevents them.

Brand voice samples plus your service details. 3-5 examples of how you actually write (emails, texts, voice memos), plus what you sell, who it's for, and how you charge. We need both to write everything in your voice and tied to what you actually deliver.