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Custom Onboarding Campaign

Wow new clients and continue building trust

Build trust. Systemise the process. Create an experience for new clients that showcases how awesome the new client relationship will be!


Onboarding takes marketing to the next level

When you win the client, marketing doesn’t end! What’s the point of all your great efforts if you’re not continuing to attract clients after they sign the proposal?


This custom package is different from our DIY Kick Start Campaign (where you download things and make a few tweaks and off you go). With the customised option, we work with you to develop content unique to you, and we help do some of the building and creating to save you time.

What's included?

This onboarding campaign starts you off with everything you need…but at every stage, we’ll help you make it yours. Includes the following (with support to customise each one):

– Welcome page with onboarding fact-find form – Example here

– Thank you landing page for when a new client has submitted the form

– Content for “Thank you” email (on acceptance of the proposal)

– Content for “Thank you” email on completing the fact-find form

– Design of email template in Mailchimp or Infusionsoft

– Set up of basic email automation

– Embedding thank you and/or welcome videos (use standard ones, or send us your own to embed)

Optional extras you can bolt-on to the custom campaign

You can bolt-on extras to give your client a more unique experience to you and your firm.

How we work page: Talk about what prospective clients can expect when working together, including everything from systems to values – Example here.

– Onboarding summary page: Instead of a simple fact-find form, get a separate welcome page that explains the whole process, giving a warm welcome to your new clients – Example here.

Xero onboarding page: Xero has kindly put together a page of tutorial videos to get your client up to speed. Take this content as is, or work with us to add your own sections and wording, giving a personal touch – Example here.

– Video intro & outro: Custom designed intro and outro video clips to add to any videos you record – Example here.

Mailchimp setup: We’ll open an account, import your contacts, and segment your list ready for future use. More info here.

More info on the extras

Eligibility requirements

The pre-priced package is available to accountants who fit the following criteria.

Here’s what you have:

Clearly defined brand: you can upload your logo  and tell us your brand values.

WordPress website: Your website is built on WordPress, with the Gravity Forms plugin installed (we can provide a tutorial on how to do this if needed.)

Video: You have the facility (and willingness) to record and send us video. Your website allows for embedding videos on pages.

– Email system: You’re using either Mailchimp or Infusionsoft for your email marketing.

Pricing system: You’re using GoProposal as your proposal tool.

You’ll be asked to confirm all these when you sign up.

If you don’t qualify, you can still have the package, but the cost will be slightly higher. Fill in the application form regardless, and we’ll take it from there!

I'm ready to apply!

DIY option

Kick Start Onboarding campaign

Want to simply get started yourself? The starter campaign option includes all the basics including standard content, fact find form, and demo videos to use. Step by step instructions will guide you to set it all up yourself.

You’ll get a welcome call with one of the PF team, and you can always decide later to upgrade to the custom package if that saves you time.

Explore more


Hear from others who've made onboarding a priority:

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


Start the process today

Due to demand there is an application process for the custom package. Apply now to find out when your unique onboarding process can begin!