Client Onboarding Friction Audit
Find the point where a new client goes from excited to confused.
The sale happened. They said yes. They paid. And now somehow you’re chasing a logo file, looking for a password, resending a form, explaining what happens next, or wondering whether they ever saw the email. That gap between YES and READY TO BEGIN is where a surprising amount of client friction lives. The Client Onboarding Friction Audit helps you find it.
In about 5 minutes, you’ll see:
where clients are most likely to stall
which steps depend on you remembering what happens next
where information gets collected twice
where handoffs are creating unnecessary admin
whether the client actually knows what is happening
No giant onboarding template. First we find the broken arrow.
Keep the handoffs moving. Get the weekly systems note — one practical fix for the stuff quietly eating your time, margin, or sanity.