toggle menu

Kick Start Onboarding Campaign

Launch your onboarding today

If you’ve been thinking about building an onboarding process for clients but it feels like a major project, use this starter campaign option. It ties in when your new client signs up, and begins the process of building them into the very best kind of client!



Here's what you get in the campaign kit

Kick Start Onboarding steps

What's included?

You get all the basics you’ll need to get an onboarding process set up.

Your kit includes:

– Welcome call to get you started

– Step by step written and video instructions so you can set everything up

– Email content to drive a new client to a Fact Find Form

Fact Find landing Page content

– Fact Find Form (ready to go)

– Videos files x 2 for the landing page and email, and video pointers to record your own

– Content for a “thank you” landing page when the Fact Find has been completed

– Thank you, next steps email (on completion of Fact Find)

– Progress update call

All of the content is standard, but you can customise it yourself, or talk to us about getting help with unique content or design for your firm.

On the power of onboarding...

The way you start the relationship with a client dictates the way it ends. If it’s a poor experience, it will be soon and painful. If it’s a great experience, it will be long and profitable.

James Ashford
James Ashford


Given the constant evolution of the tech we use, all processes have to evolve constantly too. It’s also important to set expectations when they sign up so that there’s no surprises on both sides and the client gets what they want.

Jonathan Bareham
Jonathan Bareham


How much does it cost?

The full kit is a one-time fee of £495. The one-time fee includes ALL the standard kick start items, as well as an onboarding call (see what we did there?) with one of the PF team.


There’s a little work required, but it’s literally laid out for you step by step.


And if at any point during the process you discover you could use a little help – custom images designed, unique content written, video intro/outro files to smarten up all the videos you record – we’re here. You can even upgrade to the Custom Onboarding Campaign which puts all the hard work squarely on our shoulders.

Questions about the kit?

We get it, there’s loads you’re wondering before you buy this amazing kit! Read the FAQ to get the answer to questions like…

  • What if I don’t have a website built on WordPress?
  • Can I update the elements myself as my process develops?
  • Can I change the design in the demo emails?

And loads more!