📣Digital Agency Owners 📣

Your Client Onboarding Mini-Course Is Here

Save HOURS with every client onboarding using our proven system.

Join 500+ agencies using our onboarding system to wow clients, save hours, and scale faster.

Let’s be real—if your client onboarding process feels like a hot mess, you’re not alone.

Missed steps? Check. Confused clients? Yep.

That’s why we’re handing over our ultimate Client Onboarding Checklist—the must-have tool to keep your onboarding organized, efficient, and oh-so-smooth from day one.

  • Never drop the ball again—because “Oops, we forgot that” isn’t a great look

  • Set crystal-clear expectations so clients feel like they’re in very good hands

  • Keep everything on track so you can spend less time fixing mistakes and more time growing your agency

But why stop at a checklist, when you can have that and the whole onboarding game plan—for FREE

A checklist is great. But the real magic happens when you’ve got the full playbook—aka your onboarding cheat code for happy clients, and zero chaos to make both you and your clients feel like you’ve got it together (because, spoiler: you do).

Introducing Our FREE Client Onboarding Playbook Mini-Course

Unlock Faster, Smoother Client Onboarding

What’s Inside


(And Why You’ll Love It)

We’re not just giving you some onboarding tips—we’re handing over our entire proven system for seamless, stress-free client onboarding. The exact method we use to train our own client account managers? Yep, you’re getting it.

  • 15 Value-Packed Training Videos
    We’re walking you through the entire DOT Method for client onboarding, step by step. No fluff—just the real, proven process that makes onboarding effortless.

  • Our Coveted Client Onboarding Checklist
    This isn’t just a checklist; it’s THE checklist. The must-have tool to ensure you never miss a beat, drop the ball, or scramble to remember what comes next.

  • A Ton of SOPs, Checklists and Templates
    Because you deserve all the tools to make onboarding a breeze. Think checklists, guides, and templates designed to help you nail every step of the process, wow your clients, and—most importantly—keep your sanity.

This isn't just another course—the client onboarding playbook is the blueprint you didn't know you needed. Ready to finally get it right?

Why you need it
(like, yesterday)

  • Messy onboarding isn’t just annoying

    —it’s expensive.

When your onboarding runs like a dream, you can bring on multiple clients at once, set expectations like a pro, and keep clients happy from day one.

Translation? More efficiency, happier clients, and more time to actually grow your agency.

Let’s get your onboarding on point

Stop winging it and start winning at client onboarding.