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Client Onboarding & Management

A seamless client experience from first call to final coaching session.

You know the courage and vulnerability it takes for a writer to ask you for help in bringing their inner most thoughts to life. That's why you want every client to feel confident, cared for, and set up for success. But, you may not realize that all starts before the first coaching session.

I can help you design and implement a client experience that reflects your brand, builds trust, and saves you time—without sacrificing that personal touch.

This can include:

  • Creating a clear, automated onboarding workflow

  • Finding the right systems and tools to support every step

  • Streamlining scheduling, contracts, and payment processes

  • Managing check-ins, deliverables, and offboarding touchpoints

This is about more than efficiency—it’s about creating an experience your writers will remember (and refer others to).

Whether you have questions or are ready to get started, the first step in working with me is to use the button below to book a discovery call to make sure we're both clear on what you need and how I can help.