Client onboarding workflow systems for consultants
When onboarding starts routing back through you from every direction, it usually means the coordination hasn't caught up to the growth.
I build clear, repeatable onboarding workflows so new clients move through a structured path every time instead of depending on your memory or inbox.
$1,250
2-week fixed project
This establishes the structure. Ongoing support is available once onboarding is clear and steady.
I'm Jen,
founder of Resolved Virtual Solutions, focused on building clear onboarding systems and reliable client coordination for consultants (when I'm not out hiking with my pups, or deep in a podcast).
The Entry Package
Clear. Specific.
Grounded.
A focused two-week engagement, the Client Onboarding Workflow Build, maps your existing process, builds the structure your practice needs, and leaves you with a system your clients move through without circling back to you.
outcome:
Onboarding that runs the same way every time, without you holding it together.
$1,250
2-week fixed project
what's included:
* Map your current onboarding process
* Structured checklist + timeline
* Up to 3 templated emails in your voice
* CRM setup or cleanup (Dubsado, HoneyBook, or existing platform)
* One-page onboarding roadmap
* 7 days post-delivery clarification support
operational background
operational systems
experience
remodeling operations
Coordinated multi-stakeholder timelines, purchasing, and delivery tracking across active projects.
* Timeline management
* Vendor coordination
* Delivery tracking
Multiple stakeholders tracked in one system, so nothing stalled waiting on follow-up
healthcare
Managed intake, documentation, treatment plans, and insurance communication under regulated workflows.
* Regulated workflows
*Documentation
*Insurance comms
Intake, documentation, and milestone tracking managed under regulated workflows.
from contract to cadence
A structured client onboarding flow for consultants from signed agreement to steady, weekly communication.
* Onboarding structure
* CRM setup
* Client communication
A structured path from agreement to steady client communication.
Clear ownership. Structured communication. Proactive tracking.
Phase 2
Ongoing client
operations support
Available after onboarding systems are structured. This is Phase 2, not the starting point.
20 hrs/mo
Capacity
Month-to-Month
No lock-in
90-day review
Built-in checkpoint
Pricing available after workflow build or diagnostic conversation.
I own:
Weekly client updates
Inbox triage & response coordination
Next-step tracking across active clients
CRM Maintenance & pipeline hygiene
Outcome: Client communication, next steps, and updates stay consistent week to week, without everything routing back through you.
How I Work
The Two-week
engagement
Capacity
Limited to 2 ongoing
clients at a time
Ready to stop rebuilding
your onboarding?
Two weeks. One fixed price. A system that works without you holding it together.
$1,250 | 2-week fixed project | 7-day clarification support