Dashboard
Welcome back. Here's your onboarding overview.
The complete onboarding system that transforms uncertain new clients into confident, loyal partners. Built on 26 years of organisational psychology and Fortune 500 experience.
Active Clients
12
5
Coaching
4
Consulting
3
Freelance
Welcome Email Sent
Sarah Mitchell — Executive Coaching
Intake Form Review
James O'Brien — Strategy Consulting
Discovery Call
Emma Walsh — Career Coaching
73%
of clients leave due to
poor onboarding
340%
increase in client
lifetime value
15hrs
saved per client
on admin
26yrs
of Fortune 500
psychology expertise
How It Works
Choose your professional type. The right templates, scripts, and workflows appear automatically.
Life coaches, executive coaches, career coaches. Guide clients to discover their own solutions with psychological safety built in.
Management, strategy, OD professionals. Establish authority while creating client ownership of outcomes.
Designers, developers, writers, marketers. Balance creativity with business discipline and clear boundaries.
The Science
Neuroscience research reveals that uncertainty activates the same brain regions as physical pain. When clients don't know what happens next, their brains interpret it as a threat.
The Three Trust Questions
Every client's subconscious evaluates: Do they understand me? Can I trust them? Do they care?
The 7-Day Impression Window
In professional services, lasting impressions form within the first 7 days. This system ensures you nail every single one.
Certainty Anchors
Systematic touchpoints that continuously reassure clients they made the right decision. The antidote to buyer's remorse.
"Systematic onboarding increases client lifetime value by an average of 340%"
— David Keane, 26 Years Organisational Psychology Research
Set up your personalised system in under 5 minutes. Every template, script, and workflow — customised to your practice.
Created by David Keane — Chartered Organisational Psychologist
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