Technical Project Management
Client Onboarding Processes
Do what you love while we do the tech.
Your clients deserve the same experience during the signup and onboarding process as the high-touch care you provide for them.
Electronic Payments and Signatures
Secure and Accessible Files
These are not things that you need on your daily to-do list. Our work will relieve you of that not-wanting-to-look-at-your-inbox feeling and leave you with time to care for your clients and do the more important things you have on your list.
Use the Cloud to your advantage.
Cloud systems integrate. They talk to each other and make data easier to get to. Knowing how to make them communicate, leading to the outcome you want, is our specialty.
Client OnboardingStarter Package
- Turn 3 of your package registrations into professional, no-touch processes.
- With this option, a no-effort process benefits you and your client with registration, payment, the discovery form, and the first session scheduled.
- Possible pieces to this process include digital registration or agreement form, payment, signed electronic documents, initial scheduling, and emails to keep everything on track.
- This package includes:
- In-depth review of the current process and budget for process improvements.
- Setup of new processes and software applications, and integrations.
- Video overview updates of process status.
- Weekly meetings.
Cost of third-party applications are not included in this rate.
- Landing pages and graphics and extended support – Oh my!
- Let’s take it to the next level with this add-on.
- This add-on includes an updated landing page and graphics for your packages. And support for you when working through unexpected process needs.
- Add-on includes:
- A landing page showcasing 3 packages.
- A custom banner graphic for each package.
- 1 month of post-project email support for software troubleshooting and maintenance.
- 3 hours of post-project process maintenance.
- Must purchase Client Onboarding Starter Package