First Impressions Matter. Start Every Job Right.
Guide clients through a professional onboarding process that sets clear expectations and builds trust from day one
A Smooth Start Means Fewer Headaches Down the Road
The Customer Onboarding GrowthKit gives you a complete system to welcome new clients, answer their questions before they ask, and set clear expectations. No more confusion, just a professional process that starts every job right.
How We Build Your Professional Onboarding System
1. Plan Your Process
We learn about your business and design an onboarding system that addresses your clients' key concerns.
2. Create Your Materials
We build a professional slide deck and supporting documents that guide clients through your process.
3. Implement Your System
We train you to use your new onboarding process, ensuring every client relationship starts right.
Trusted by Contractors Like You
While You're on a Job, This is What Your Onboarding System is Doing For You
Set Clear Expectations
Eliminate confusion about timelines, payment, and job details from day one.
Look Professional
Impress clients with an organized process that shows you run a tight ship.
Answer Questions Upfront
Address common concerns before they become issues that interrupt your workday.
Reduce Phone Calls
Cut down on clients calling with basic questions because everything is explained clearly from the start.
Consistent Experience
Every client gets the same thorough introduction, no matter who on your team handles the job.
Save Time
Stop explaining the same things to every new client and focus on the work that pays.
What Contractors Are Saying
"I would definitely do it again. I needed to do it, but didn't have time or space on my plate to get it done. Just being able to hand it off to you guys, knowing that you had set up cabinet shops and contractors before, was great. You had a plan instead of me having to figure it all out from scratch."
"Do it. If you're at that stage in your business where you need to improve your sales management, having someone help us implement a tool made us better, increased revenue, and improved our conversion rate. It was monumental for us in getting to the next stage of our business."
"Before, I was too busy doing a bunch of little things. Now, I'm using the right tools and processes, and my business is running smoother than ever."
Everything You Need to Start Jobs Right
Free Advice That's Actually Worth Something
Get a head start with these free resources that help contractors like you build efficient systems in their businesses.
Onboarding Customers
When you don’t take the time to learn about your client or set expectations with them at the start of your relationship, you’ll end up speaking two different languages. Figure out what your client is actually looking for and what you can confidently deliver by listening to our real-world advice on the matter.
What Other Contractors Asked Before Signing the Dotted Line
Usually 2-3 weeks from our initial strategy call to your completed system.
Absolutely. We create everything with your business colors, logo, and specific services in mind.
You can use the slides in person, share them via email, or walk through them on a video call. We'll show you how to make it work for your business.
Yes, we'll help you create versions for different services you offer, so you have the right materials for every situation.
No, we create everything in common formats you can use with basic programs you already have.
Most contractors save 30-60 minutes per new client by eliminating repetitive explanations and preventing misunderstandings before they happen. That time-saving adds up quickly!
Yes, the system is designed to be used by anyone on your team, creating consistency across all client interactions.
We provide all files in editable formats so you can make updates as your business evolves.
