EVERYTHING YOU NEED TO ONBOARD NEW CLIENTS LIKE A BOSS

  • A Rinse and Repeat New Client Toolkit with templates for your intake form, contract, welcome email, and Traction Report.
  • A cut and paste contract template to get you started.
  • Auto-Payments for All! so you can stop chasing clients down for payments or panicking that they might back out.
  • The Perfect Match Pricing Framework - to stop stumbling on your words when it's time to say your prices.
  • Onboard Like a Boss - the step-by-step checklist to move a client from "yes" to paid, signed, and ready to roll. Say goodbye to those overcomplicated or disorganized processes that scare new clients away.

NEW CLIENT, NOW WHAT WILL BE AVAILABLE DURING THE FREE CLIENTS FROM SCRATCH WORKSHOP ON DECEMBER 14TH.

PUT ME ON THE WAITLIST!

New Client Now What is the perfect bundle of templates, checklists, swipe copy so you know all the paperwork, payments, and welcome info is done and dusted. Now, your brand new client won't get cold feet before the work begins.

I'm Dallas Travers and I create New Client Now What because I know how stressful it can be when a new client says yes and you don't have your sh*t together.

IT'S TIME TO SAY GOODBYE TO:

  • Combing the internet for a contract that may or may not actually hold water.
  • Refreshing your inbox every 8 seconds hoping your new client's payment finally comes through.
  • Getting ghosted by people who said they want to work with you, but change their mind when the rubber meets the road (a-hem... signing contracts and paying the invoice).
  • Feeling like an amateur because you don't have the proper intake forms, welcome emails or Google Drive folder in place.

Imagine that freeing feeling that comes when you have a complete, rinse and repeat, look-at-what-a-pro-I-am system to welcome new clients with confidence and ease.

NEW CLIENT NOW WHAT IS YOUR ANSWER

PUT ME ON THE WAITLIST!

READY TO ONBOARD EVERY CLIENT WITHOUT ANY STRESS OR CONFUSION?

ONBOARD LIKE A BOSS

I'll give you my entire New Client Onboarding system with a companion video and checklist so you can collect payments, get contracts signed, and all prep work delivered in less than 90 seconds.

PERFECT MATCH PRICING FRAMEWORK

If you ever turn into an awkward robot or rambling nerd when it's time to talk about your prices, you'll love The Perfect Match Pricing Framework. You'll confidently land at the right price for you and your clients so you share your prices without hesitation.

AUTOMATIC PAYMENTS FOR ALL

You don't have to worry about sending monthly invoices or following up on late payments because you'll know how to set up an automatic monthly payment... even if you don't have an online payment processor or fancy shopping cart system.

THE OFFERINGS BULLSEYE

I've pulled one of my favorite trainings from The Hive to help you design irresistible coaching packages your perfect-match clients leap at. Now, you can explain your offerings with confidence and clarity rather than over-explaining or custom building a package with every new client who signs on.

NEW CLIENT, NOW WHAT WILL BE AVAILABLE DURING THE FREE CLIENTS FROM SCRATCH WORKSHOP ON DECEMBER 14TH.

PUT ME ON THE WAITLIST!

PLUS THESE TEMPLATES, CHECKLISTS + SWIPES...

ROCKSTAR ACCOUNTABILITY

Steal my Traction Report system to keep clients on track without taking a bunch of notes on your own.

NEW CLIENT INTAKE FORM

Get started on the right foot with a holistic intake form to set both you and the client up for an awesome experience.

THE PERFECT WELCOME EMAIL

Never forget an important detail with this fully customizable welcome email that'll make your clients smile.

SAMPLE COACHING CONTRACT

I am not a lawyer, but I want you to have my coaching contract to illustrate what a rock solid contract might look like.