Done-For-You Set Up Service:

NEW CLIENT ONBOARDING SYSTEM FOR SERVICE PROVIDERS

We will set up your New Client Onboarding System For Service Providers FOR You!

Streamline your client journey with a fully automated, high-touch onboarding system that turns new sign-ups into raving fans without you lifting a finger. This system eliminates manual admin, professionalizes your brand experience, and ensures every new client is prepared, informed, and ready for off-the-charts results from day one.

WHAT YOU GET IN THIS SERVICE PACKAGE

Your professional event management system fully built and ready to launch, without you needing to touch the tech.

Client Intake & Strategy Assets

  • 1 x Smart Intake Form: A comprehensive, branded web form to collect all necessary client data, logins, and project briefs.

  • 1 x Custom Onboarding Landing Page: A dedicated "Welcome" portal where clients land immediately after purchase to watch a welcome video and complete their tasks.

  • 1 x Appointment Booking Calendar: A dedicated "Kick-off Call" or "Strategy Session" calendar synced to your availability.

Automated Communication Workflow

  • 1 x "The Welcome Sequence" Workflow: A series of 5 automated emails (and optional SMS) drafted in your master template to nurture the client during the "gap" between payment and project start.

  • 1 x Internal Team Notification Workflow: Immediate alerts to your team via email/app notification when a new client signs up or completes their intake form.

  • 1 x Task Management Automation: Automatically creates internal tasks or pipelines to track the client’s progress through your fulfillment stages.

System Infrastructure & Organization

  • Custom Tagging System: Automated application of tags (e.g., Client-Active, Intake-Complete, Onboarding-Pending) for easy CRM filtering.

  • 1 x Client Portal Setup: Basic customization of your Tekmatix Client Portal layout, including your logo and brand colors, for a professional "logged-in" experience.

  • Snapshot Inclusion: A full backup "Snapshot" of your entire onboarding system so you can redeploy it for different service tiers in seconds.

Copy & Content Support

  • AI-Generated Copy Frameworks: We provide the first draft for all onboarding emails, landing page headers, and form questions using our service-provider prompts.

  • 1 x Video Script Template: A "Plug-and-Play" script for your Welcome Video to ensure you hit the right emotional notes with new clients.

Support & Training

  • 1 x 45-Minute Implementation Call: A 1-on-1 session to map your specific client journey before we build.

  • Standard Operating Procedure (SOP) Video: A custom recording of your account showing you exactly how to manage, edit, and troubleshoot your new system.

HOW IT WORKS

STEP1

Purchase the System

Secure your spot by clicking the button below and completing your purchase.

STEP2

The Strategy Session

Attend a 45-minute setup call with a Tekmatix expert to map out your specific intake questions and booking requirements.

STEP3

The Build Phase

Our team builds your forms, calendars, landing pages, and automated workflows inside your account.

STEP4

Copy Review

You receive the draft email sequences and page copy for review (provided in a Google Doc or directly in the app).

STEP5

The Handover

We provide your custom training video and walk you through the live system.

STEP6

Revisions

Submit 1 round of consolidated revisions within 10 days of the build completion.

STEP7

Go Live

Your professional onboarding system is live and ready to welcome your next client.

Purchase the System

*Important Notes

Post-Completion Benefits:

Zero Admin Friction: Clients move from "Paid" to "Onboarded" while you sleep.

Professional Branding: Look like a global agency from the very first interaction.

Total Ownership: You own every asset and can clone the entire system for future service offerings.

*Important Notes

Platform Specific: Built exclusively on the Tekmatix platform.

Content Responsibility: You must provide final branding (logos/colors). While we provide "starting-point" copy and scripts, you are responsible for the final polish and factual accuracy.

What is NOT Included: * Creation of actual service delivery content (e.g., your course lessons, coaching PDFs, or learning resources).

Management of external 3rd-party tools (e.g., setting up your personal Zoom or Slack accounts).

Graphic design for custom illustrations or high-end photography.

Revision Policy: Includes 1 consolidated revision only. Additional changes or structural pivots after the build are billed at $75 AUD / $50 USD per hour.

Timeline: Revision requests must be submitted within 10 days of delivery; otherwise, the project is marked as complete.

Love Your Tech

This service is designed to get you set up correctly, fast, and with confidence, without overwhelm or guesswork.

Clean foundations from day one, save you months of fixes and admin later.

Google Reviews Straight from Our Users!