You will get a 5-Star Client Onboarding System in 7 Days
Project details
"This project is for you if..."
• You lose clients in the first 48 hours because your onboarding process is confusing
• You spend 2 hours sending the same emails, contracts, and intake forms for every new client
• You're a creative founder who hates admin and wants to focus on your actual work
How It Works:
I build you a custom, automated onboarding pipeline that makes every new client feel like a VIP from Day 1. You get a visual Client Journey Map, a Welcome Sequence with video and automated emails, a Digital Intake Form to capture client goals, and a Client Vault to organize everything.
What You Get:
• Client Journey Map (visual flowchart)
• Welcome Sequence (1 video script + 3 automated emails)
• Digital Intake Form (Google Forms or Typeform)
• Client Vault (Google Drive or Notion setup)
• Scheduling Protocol (Calendly + internal calendar blocking)
Why Me:
I bring a rare mix of skills: I think like a banker (structured, process-driven, risk-aware) and create like an artist (I build systems that actually work for the creative brain). I've increased revenue by 20% and cut admin time by 30% in previous roles.
• You lose clients in the first 48 hours because your onboarding process is confusing
• You spend 2 hours sending the same emails, contracts, and intake forms for every new client
• You're a creative founder who hates admin and wants to focus on your actual work
How It Works:
I build you a custom, automated onboarding pipeline that makes every new client feel like a VIP from Day 1. You get a visual Client Journey Map, a Welcome Sequence with video and automated emails, a Digital Intake Form to capture client goals, and a Client Vault to organize everything.
What You Get:
• Client Journey Map (visual flowchart)
• Welcome Sequence (1 video script + 3 automated emails)
• Digital Intake Form (Google Forms or Typeform)
• Client Vault (Google Drive or Notion setup)
• Scheduling Protocol (Calendly + internal calendar blocking)
Why Me:
I bring a rare mix of skills: I think like a banker (structured, process-driven, risk-aware) and create like an artist (I build systems that actually work for the creative brain). I've increased revenue by 20% and cut admin time by 30% in previous roles.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$400
|
Standard
$600
|
Advanced
$800
|
|---|---|---|---|
| Delivery Time | 7 days | 7 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$200
Additional Revision
+$100Frequently asked questions
About Brianna
Operations Client Success Manager | Digital Marketing | Social Media
Cleveland, United States - 3:34 pm local time
I help creative founders, coaches, and creators stop losing clients and take back their time.
I'm not a typical "VA." I have a background in banking, where I managed high-value portfolios and was measured on two things: increasing revenue and reducing churn. I increased revenue by 20% and cut client churn by 25%-not by working harder, but by building systems that actually work for the creative brain.
I have a weird mix of skills:
- I think like a banker: structured, process-driven, risk-aware.
- I create like an artist: emotionally intelligent, radically adaptable, and resilient in prototyping.
That means I can build you systems that are tight and functional. But I also understand the chaos of an innovative mind. I know you hate admin. I know you're brilliant and messy. I build systems that fit your brain, not some corporate textbook.
⭐ What I Do For You:
Onboarding Architect: I build automated welcome sequences, digital intake forms, and client vaults so every new client feels like a VIP from Day 1.
Retention Guardian: I implement weekly check-ins, health scores, and churn risk alerts. Catching problems BEFORE they become cancellations.
Systems Cleanse: I document your processes, clean up your CRM, and build your "Inbox Zero" system so you can breathe again.
Founder's Escape: I become your full right-hand operator. Inbox, calendar, client relationships
so you can focus entirely on your creative work.
❓ Why Work With Me?
I have a banker's eye for risk and an artist's feel for people. I'm not just checking boxes. I sense when something is off. I notice when a client is getting quiet, when a process is breaking, when you're about to lose someone you shouldn't lose. I fix those things before they become problems.
I build systems that you will actually use. Most operations people build rigid, soulless systems that creatives hate and abandon within a week. I build clean, visual, simple systems that respect your need for flexibility and inspiration.
I give you your time back. You started your business to create, not to do spreadsheets. Let me handle the backend so you can do what you do best.
🔨 Tools I Work With: HubSpot, Calendly, Google Workspace, Notion, Asana, Zapier, Typeform. If you use something specific, call me tech-savvy, I'll learn it quick and adapt.
🗣️ Let's Chat:
If you're drowning in admin, losing clients, or just exhausted from running your business on sticky notes and your own memory, I want to hear from you.
Send me a message. Let's hop on a 15-minute call. No pitch-I just want to understand what's draining your time. If I can fix it, I'll tell you exactly how.
Steps for completing your project
After purchasing the project, send requirements so Brianna can start the project.
Delivery time starts when Brianna receives requirements from you.
Brianna works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Audit (Days 1-2)
I send you a short questionnaire to understand your current process, tools, and pain points. You fill it out (15-20 minutes). I review your answers and we hop on a 15-minute kickoff call to clarify any gaps.
Client Journey Mapping (Day 3)
I create a visual Client Journey Map showing every step from "signed contract" to "first deliverable." I identify bottlenecks and missed opportunities. I send you the draft for feedback.