Calling all done-for-you service providers, coaches & consultants

Onboard Like A Pro

-WORKSHOP-

Live training on how to create an epic client experience to onboard your clients like a pro without frustration and overwhelm for you or your clients.

Live on October 15, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

Live on October 18, 2021

10 am SAST | 7 pm AEDT

Live on November 23, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

Let’s figure out your client journey
and onboarding so that you get:

Are you attracting the “wrong-fit” clients?

The Onboard Like A Pro workshop will help you gain clarity on where your client onboarding issues are so you can fix them – Hint: It may not be what you think it is.

This workshop is perfect for you if:

Are you attracting the “wrong-fit” clients?

The Onboard Like A Pro workshop will help you gain clarity in where your client onboarding issues are so you can fix them – Hint: It may not be what you think it is.

This workshop is perfect for you if:

- WHAT OTHERS SAY ABOUT THE WORKSHOP -

Without this tool, I would probably feel so overwhelmed that I would never even get started

Honestly, before this workshop, I wasn’t sure what all could or should be included in a good onboarding experience. Seeing Jacqui’s entire onboarding process really opened my eyes to what is possible and gave me ideas for my own customer journey. After we went through the exercise of breaking down our own processes, I walked away from this workshop with a customer journey map that is customized to my business – based on my services and the tools I already use.
I can’t wait to implement what I’ve learned in this workshop – and luckily with Jacqui’s Magic Wand tool, I now have a prioritized list of EXACTLY what needs to be improved and what needs to be automated. Without this tool, I would probably feel so overwhelmed that I would never even get started.

~ Mary Sewell

In this workshop you will learn

You will receive..

you asked

FREQUENTLY ASKED QUESTIONS

you asked

FREQUENTLY ASKED QUESTIONS

Do I need to rethink my whole tech stack?

I will be showing you which tools I use in conjunction with Airtable but you can absolutely use whatever works for you and your business.

Will I be an Airtable expert after this workshop?

No. You will have a good understanding of what Airtable is capable of and how it can help you run your online business.

What if I can’t make it to the live workshop?

No worries! You will get access to the replay and links to attend any future Onboard Like a Pro workshop in case you missed it or want to attend again.

She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding!

When I saw Jacqui’s Airtable, I wanted it for myself. She started by fully grasping my workflow and then within one day, she built a robust Airtable with zaps and email automation that is truly mindblowing––it almost functions like a customized software for my exact workflow. Once she understood my needs, she took my tech stack and fully leveraged it. She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding! Things now happen and fire with one or two clicks of a button. Not only that, my lead management, back-end offers, down-sells, and financial tracking fire when clients take action rather than ME having to take action. I can finally concentrate on what I am best at: delivering my service.

When I saw Jacqui’s Airtable, I wanted it for myself. She started by fully grasping my workflow and then within one day, she built a robust Airtable with zaps and email automation that is truly mindblowing. She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding! Things now happen and fire with one or two clicks of a button. Not only that, my lead management, back-end offers, down-sells, and financial tracking fire when clients take action rather than ME having to take action. I can finally concentrate on what I am best at: delivering my service.

~ Rachelle McClintock, Essay Coach

Are you ready to say yes to dream clients?

Onboard Like A Pro

-WORKSHOP-

Live on October 15, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

Live on October 18, 2021

10 am SAST | 7 pm AEDT

Live on November 23, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

valued at $1160

register today for

$47

Meet your workshop host..

Hi there, I’m Jacqui Money (YES, my last name is really Money!) one half of Virtual Duo and I LOVE all things systems and automation. (The other half is hubby Warren who works behind the scenes). 

 

We specialize in creating automated systems and online courses for busy solopreneurs just like you. 

 

We struggled with our onboarding for the longest time. We realized that the systems we were using just didn’t make sense for our needs so we created a new one. A system that is easy for us to use and, even better, one that our clients love as well. 

 

We know how frustrating and overwhelming it can be when your onboarding process is haphazard and we wanted to find a way to show other service providers and coaches what we did to get our process to where it is: easy for us and our clients. We want to show you how to find the issues in your system so that you can create a process that sets you up for success and makes you look like the professional you are.

- LOVE FOR THE SYSTEM -

 Let’s create your epic client experience!

Onboard Like A Pro

-WORKSHOP-

Live on October 15, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

Live on October 18, 2021

10 am SAST | 7 pm AEDT

Live on November 23, 2021

10 am ET | 7 am PT | 9am CT | 8am MT

valued at $1160

register today for

$47

Onboard Like a Pro Guarantee

Attend the Onboard Like a Pro workshop  and if it doesn’t exceed your expectations, help you figure out what’s broken in your onboarding process, give you a tool to help you map out your onboarding process, along with ideas on how to fix issues, then just email us and we’ll happily issue you a full refund.

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