You will get client onboarding system in Notion
Project details
Most onboarding systems are templates handed over and left to figure out. This one is built specifically for your process, your tools, and the person who will run it — whether that's you or your VA.
Every stage has its own page. Every SOP is written for zero-context execution — step-by-step instructions, timing rules, and the exact templates your clients receive. No briefing call needed. No chasing you for missing information.
The system covers everything from the first discovery call to the final setup audit — five stages, twelve SOPs, every checklist ready to run. Your client experience stays consistent whether you onboard one client a month or ten.
I also include a Master Admin Checklist — a bird's-eye view of every new client moving through the system. Nothing gets dropped. Nothing depends on memory.
This is not a template business. Every system I deliver is customized to how you actually work — your voice, your boundaries, your tools. The result is an onboarding process that feels like you built it yourself, because in many ways you did.
Two weeks. One clean system. Ready to run from day one.
Every stage has its own page. Every SOP is written for zero-context execution — step-by-step instructions, timing rules, and the exact templates your clients receive. No briefing call needed. No chasing you for missing information.
The system covers everything from the first discovery call to the final setup audit — five stages, twelve SOPs, every checklist ready to run. Your client experience stays consistent whether you onboard one client a month or ten.
I also include a Master Admin Checklist — a bird's-eye view of every new client moving through the system. Nothing gets dropped. Nothing depends on memory.
This is not a template business. Every system I deliver is customized to how you actually work — your voice, your boundaries, your tools. The result is an onboarding process that feels like you built it yourself, because in many ways you did.
Two weeks. One clean system. Ready to run from day one.
Purpose
BusinessIndustry
Business Services & ConsultingLanguage
EnglishWhat's included $350
These options are included with the project scope.
$350
- Delivery Time 14 days
- Number of Revisions 1
- Organize & Classify/Tag Files
Frequently asked questions
About Marija
OBM / Operations Consultant / Notion, ClickUp, Systems
Augsburg, Germany - 12:12 am local time
I work with founders and solopreneurs as an embedded operations partner. Not for a single project and out, but on an ongoing basis, handling the operational layer so they can focus on the work that actually needs them.
What that looks like in practice depends on where you are. Sometimes it's building the Notion workspace that finally makes your client pipeline visible. Sometimes it's setting up ClickUp, so your projects stop falling through the cracks. Sometimes it's documenting the processes that only live in your head, or cleaning up the onboarding flow that breaks every time a new client comes in. Sometimes it's a bit of all of it.
I've worked across a lot of different contexts: retail business ownership, community management, healthcare operations, executive support, systems consulting, and what that's given me is range. I can figure out what's actually broken, not just what looks broken. And I can work with what you have instead of insisting on a clean slate.
Things I regularly work on:
Notion workspace builds and rescues
ClickUp setup and ongoing project management support
SOP documentation and process design
Client onboarding systems
CRM and pipeline builds
Operations and project coordination
Email marketing support
Hiring support and team onboarding
Serbian ↔ English translation — business and operational content
Certified OBM, Certified Strategy Partner, Certified Hiring Specialist.
If you've been looking for someone you can hand things to and actually let go, that's the working relationship I'm here for.
Steps for completing your project
After purchasing the project, send requirements so Marija can start the project.
Delivery time starts when Marija receives requirements from you.
Marija works on your project following the steps below.
Revisions may occur after the delivery date.
Intake Review & Alignment
I review your intake answers and confirm we're aligned on scope, tools, and timeline within 24 hours. If needed, we can jump on a short call to clarify before work begins.
Process Mapping
I map your existing process, identify gaps, and plan the full system structure before building anything.