The Onboarding Flow That Finally Works (And Actually Sounds Like You)

A lot of founders think their onboarding problem is a tech problem but it’s not. It’s a clarity problem. Most people jump into trials, dabble with automations, or let AI write their emails before they ever decide what their onboarding should be.

This workshop fixes that.

We map your entire client journey on a whiteboard, define the exact steps, messages, and moments your business needs, and build a workflow that feels like you. Finally!

Once you have that, choosing the right tech becomes easy because you’re finally feeding those platforms a strategy that works instead of hoping the tool will do the thinking for you.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Kelsey Knutson, Business Coach