2 Examples of Client Onboarding Workflows For Your High Ticket Services

July 5, 2022

Sarah Williams


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When it comes to your high ticket services, it’s important that you have onboarding workflows setup and designed to impress right from the beginning. The reality is that first impressions matter, and how you introduce your new clients into the experience of working with you is going to set the tone for the rest of the relationship.


How to Setup Your Onboarding Workflows

No matter the level of services you have – whether it’s a high ticket 1-on-1 service, luxe mastermind group program, or even a $7 digital product – all of your products and services have an onboarding workflow. No matter how someone is working with you or receiving value from you, there is lead up to a transaction, and then acknowledgement and/or delivery of that transaction right away.

Depending on the product or service, the setup of these onboarding workflows are going to look different. For high ticket services, we often recommend our clients use a Client Relationship Management (CRM) system like Dubsado or Honeybook to not only streamline client communication and keep everything in one place, but also to automate as many of the steps as possible (without removing the human element).

No matter what system you’re looking into using — or combination of systems for that matter — just remember to:

  1. Map it out first so you’re going in with a plan and are being intentional about the steps you’re creating; and,
  2. Prep as much as possible (like writing email templates, drafting form questions, etc.) before building them out.

If you need support building this out and creating onboarding workflows that are strategic, designed to impress, and keep your clients coming back again and again, our custom business elevation packages could be a good fit for you!

Rebel Office - Onboarding Workflows High Ticket - 1


Two Examples of Onboarding Workflows to Steal

We’ll jump into specific elements you need (and that these examples below include) to ensure you’re onboarding clients with success. But for now, the following onboarding workflows are yours to be inspired by!

Onboarding Workflows - High Ticket Services

Key Elements of your Onboarding Workflows

With the two examples above, they both contain key elements that are specific to high-ticket services.

Qualify Leads & Require Commitment Up Front

Weed out anyone not actually interested with commitment, whether that’s a paid consult or detailed application that requires time and thought from the beginning. What this does is qualifies those who are serious about working with you so your time and resources aren’t spent on leads that won’t convert no matter how much effort you put in.

The same concept applies by requiring the first payment or a deposit upon agreeing to the proposal and signing the service agreement. This demonstrate’s the client’s commitment and gets their ‘skin in the game’ as soon as possible. This makes communication and next steps go much more smoothly when they’re all-in and committed.


Put In Face Time

There are a lot of sales coaches out there who say you don’t need to hop on a call because it’s a waste of time and people will pay you anyway. While this may be true given certain circumstances, we’ve found in our own experience and working with over 100 clients on a one-on-one basis that face-time goes a long way.

Depending on the level of investment, getting on a Zoom call to connect, build trust and read each others’ energies can make for speedy conversion and very successful projects. At the end of the day, and depending on how you’ve priced your high-ticket services, the time it takes to hop on a quick call to say hello and answer questions is well worth the investment on your end.


Kick-Off The Project “Officially”

Whether you’re a coach offering a personalized 1:1 experience, a creative director building the most luxe and elevated brands for your clients, or anything in between, having an “official” kick off call is a great way to get your relationship started on the right foot. In fact, the same goes for a wrap up or handover call – but that’s a blog post for another day!

On your kick-off call, use this time to go over expectations, talk about goals and lay out any housekeeping so that your clients don’t begin working with you wondering “where do I find that?” or “how does this work again?”. Answer all those questions, and use this time to celebrate this new adventure you’re both embarking on!

Rebel Office Client Experience Design

If you’re ready to elevate your client experience and establish workflows worthy of your high-ticket offers, learn more and request additional information for our custom Brand Elevation packages, where we’ll optimize your offers, design a truly magnetic brand experience and make sure you have the sales systems in place to take your high ticket services to new heights.

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