Take Back Your Time
Increase Your Productivity
Grow Your Business Faster
Managing your client’s expectations, keeping them in loop every step of the way, while reducing questions for your valuable time is key to your productivity as a small business owner.
Most small business owners waste oodles of time recreating new processes with each new client. Say yes to the Client Onboarding Kit and say goodbye to:
- Worrying that you're oblivious to the things you're supposed to be doing for your clients at this stage in your business
- Struggling with what to put in your proposals, timelines, client welcome kit
- Loosey-goosey boundaries that prevent you from getting a good night's sleep
- Speculating how you'll ever increase your revenue if you can't keep your current roster of clients happy
- Wondering if there is an easier way to automate with ease (there is!)
You shouldn’t have to wonder how to elevate your client experience.
All The Templates + Tools as well as Swipe Files + Software Suggestions You'll Ever Need to Ensure Your Client Experience is Next Level Awesome.
How to Develop
the Right Mindset
How to Run a Successful
Discovery Call
How to Deliver a Proposal
and Follow Up
How to Onboard
New Clients
I'm Krista Smith, your guide and teacher.
I'm passionate about helping creative entrepreneurs create clear boundaries, systems, and processes for their business so that they can implement a client management system that will save them time, money, and headaches.
I've been teaching tech and supporting women entrepreneurs for almost 12 years. Back in 2009 when I started by business, I had no idea entrepreneurship would feel so rewarding.
Building on my early career in education as a teacher, I work with women over 40 and teach them how to get confident with the tech that will allow them to thrive online. I co-ran an online school teaching other women how to code and run a web design business for almost seven years. It was during this time, I honed my processes for managing clients and shared all that knowledge with my web design students.
My podcast, How Can This Be Easy, addresses the unique needs of my audience because they didn't grow up learning how to use technology.
I'm a StoryBrand certified guide, web designer and trained coach. I'm known for my ability to help you get out of your own way and I can take you from overwhelm to ease in minutes. Imagine my surprise when I had fellow StoryBrand Guides ask for a peek into my systems so they too can increase their productivity and stay organized.
I'm in my zone of genius when I can talk tech, teach what I know, coach you out of a log jam, and activate your own awesome. My Client Onboarding Kit? It's got all of that. And more.
Each module is jam packed with a combination of easy-to-digest videos, scripts, email swipe files, demos with real clients, templates, and effective software solutions that you’ll need to ensure your client experience is next level awesome.
No more energy vampires hijacking your mojo (and your morning) because you're stuck in 'inbox overwhelm'. You'll have clear boundaries for managing clients outside of your inbox.
No more feeling awkward that you need to do stuff for free when a client asks for something extra. You'll know exactly what to say AND be able to confidently charge what you're worth.
No more wasting time testing new software to use in onboarding and managing your clients. I'll tell you what works and what doesn't and, most importantly, why you need it.
You'll have scripts and policies in place so clients will understand what happens to their project if they go radio silent or otherwise disengage.
You'll feel more confident managing multiple projects & clients at once (because your business will soon be bustling!)
You'll be able to trust that important details aren't falling through the cracks. You'll unlock the templates and tools to track all the important details.
You'll discover how to address sticky situations upfront in a way that feels safe, confident and kind.
You'll up-level your productivity with the set it and forget it systems you'll put in place.
WHAT'S INCLUDED WITH YOUR INVESTMENT?
√ Four Core Modules with videos, client demos, handouts, templates, scripts, and swipe files. (Value $2000)
√ Lifetime access to all course materials and updates. Whenever the tech changes, as it will, I will provide updated videos and new + better solutions I may be validating. (Value $1000)
√ Bonus #1 - My Complete Trello System for Your Own HQ (Value $350)
√ Bonus #2 - Professionally Designed Canva Proposal Template (Value $89)
√ Bonus #3 - Professionally Designed Canva Client Welcome Kit (Value $89)
√ Bonus #4 - The Scripts You Need // How to Say No With Calm Confidence, How to Break Up With a Client Respectfully, and How to Have a Difficult Conversation Without PowerPlays (Value $289).
√ Bonus #5 - 8 Professionally Written Email Templates that you can copy, customize, and paste into your own client onboarding workflows including (Value $897):
- Email to send new leads after they book a chemistry call with you
- Email to send new leads after they confirm their virtual meeting
- Email to send new leads thanking them for the meeting but letting them know you won't be a good fit.
- Email to send leads who are a DREAM fit and excited to share that you're looking forward to starting to work together soon
- Email cover letter to accompany your proposal
- Email to leads who have not accepted or replied to your proposal
- Second email to send to leads who STILL haven't relied to a proposal after five days
- Email celebrating the acceptance of your proposal .
√ Bonus #6 Client Scheduling Swipe Files to customize every touch point using your scheduler of choice. (Value $100)
TOTAL VALUE = $4818
REGULAR PRICING $489 USD
SAVE 82%
TODAY ONLY $89 USD
FAQ's
You will need a Google Workspace (or free Google account) to leverage the systems I'm giving you. I have other software and tools I introduce you to AND show you why you'll want it but none of it requires a paid version until you're ready. You will be able to boot strap the free versions until it's time to invest in yourself.
Sure thing!
Google Workspace
Trello
Dropbox
Canva
There are others - but these are the most important ones.
If you are a coach, consultant, or creative entrepreneur who has struggled with setting up consistent systems in your business to managing clients and ongoing projects effectively, this is for you. Many of the examples I share illustrate how I manage clients who are either StoryBrand or web design clients but the systems are the same. You're a health coach? This works. You're a manufacturing financial consultant or an interior designer or a copywriter? This will work for you. If you serve clients 1:1, this is for you.
In my day-to-day client work I serve women over 40. There is no bigger tech gap than with that audience because they didn't grow up with technology. Layer in the fact that I've got a degree in education, I promise none of the tech is difficult. I show you step-by-step how to use all the systems. If I can teach ten year olds and women in their 40's, 50's and beyond to use these systems, I can teach you. There are videos, downloadable guides, worksheets, swipe files, templates, and demos.
I am confident that if you implement the systems taught inside the kit, you will see significant results. AND, of course, you must do the work.
I offer a money back guarantee up to 15 days from the time of purchase so long as you: watch all the videos, download the templates, and set up your systems.
If you do the work and implement the systems and feel that the course did not help you become a more organized and productive business owner, kindly email me at hello@activateherawesome.com and I'll refund your purchase.
Email me directly: hello@activateherawesome.com or DM me on Instagram.
The feedback from early participants is that it's well suited to solo entrepreneurs or freelancers who work solo or have a small team.