Client Onboarding Admin – 3 Hours

Three hours of client onboarding administration — sending contracts, collecting deposits, issuing welcome information, and getting every new booking properly processed.

£150.00

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The period between a client saying yes and a booking being confirmed is where things go wrong: contracts not sent, deposits not chased, questionnaires not issued, and clients left wondering what happens next. A proper onboarding process eliminates this and sets the professional tone for the whole relationship.

In three hours we’ll process new bookings through your existing system — sending contracts for signature, chasing deposit payments, issuing welcome emails and questionnaires, and confirming next steps. If you don’t have a defined onboarding process, we’ll help you build one that you can use going forward.

Provide access to your booking system, email, and contract templates. Tell us which bookings need processing and what outstanding steps remain for each.

  • Works with your existing tools — DJEP, HoneyBook, or a manual process
  • Contract drafting is a separate service if templates don’t exist