Every new client costs you 2-5 hours in manual emails, form chasing, and admin work.
That's $200-$1,000+ in lost billable time per client. Get those hours back.
For Online Coaches & Service-Based Businesses
Every new client costs you 2-5 hours in manual emails, form chasing, and admin work.
That's $200-$1,000+ in lost billable time per client. Get those hours back.
For Online Coaches & Service-Based Businesses
Every new client costs you 2-5 hours in manual emails, form chasing, and admin work.
That's $200-$1,000+ in lost billable time per client. Get those hours back.
For Online Coaches & Service-Based Businesses
You know the drill. A new client signs your contract and you feel that brief moment of excitement...
Then the reality sets in.
Drafting yet another "welcome" email
Manually sending intake forms via email
Creating a new row in your tracking spreadsheet
Following up when they don't fill out the form
Chasing missing information and documents
Sending calendar links for the kickoff call
Following up again when they don't book
Updating your spreadsheet... again
Sending reminders about what they need to prepare
And that's just ONE client.
Multiply this by 5, 10, or 15 clients per month and you're spending 40-60 hours doing repetitive administrative work instead of the high-value work you actually love.
You know the drill. A new client signs your contract and you feel that brief moment of excitement...
Then the reality sets in.
Drafting yet another "welcome" email
Manually sending intake forms via email
Creating a new row in your tracking spreadsheet
Following up when they don't fill out the form
Chasing missing information and documents
Sending calendar links for the kickoff call
Following up again when they don't book
Updating your spreadsheet... again
Sending reminders about what they need to prepare
And that's just ONE client.
Multiply this by 5, 10, or 15 clients per month and you're spending 40-60 hours doing repetitive administrative work instead of the high-value work you actually love.
The Time Drain
10+ hours every single week trapped in copy-paste hell.
That's not hyperbole—that's the reality for most coaches
and service providers.
Let's do the math on what this is really costing you:
10 hours/week × 4 weeks = 40 hours/month lost to admin work
40 hours × your hourly rate ($100-$250+) = $4,000-$10,000+
monthly in opportunity cost
That's $48,000-$120,000+ annually you're leaving on the table
The Time Drain
10+ hours every single week trapped in copy-paste hell.
That's not hyperbole—that's the reality for most coaches
and service providers.
Let's do the math on what this is really costing you:
10 hours/week × 4 weeks = 40 hours/month lost to admin work
40 hours × your hourly rate ($100-$250+) = $4,000-$10,000+
monthly in opportunity cost
That's $48,000-$120,000+ annually you're leaving on the table
The Time Drain
10+ hours every single week trapped in copy-paste hell.
That's not hyperbole—that's the reality for most coaches
and service providers.
Let's do the math on what this is really costing you:
10 hours/week × 4 weeks = 40 hours/month lost to admin work
40 hours × your hourly rate ($100-$250+) = $4,000-$10,000+
monthly in opportunity cost
That's $48,000-$120,000+ annually you're leaving on the table
The Inconsistency Problem
Some clients get welcomed immediately.
Others wait 2 days because you were busy.
One client gets a detailed intake form.
Another gets the old version because you forgot to
update it. Your clients notice. And they wonder:
"Is this how disorganized the actual service will be?"
Every inconsistent touchpoint plants a tiny seed
of doubt.
Is this really worth what I paid?
The Inconsistency Problem
Some clients get welcomed immediately.
Others wait 2 days because you were busy.
One client gets a detailed intake form.
Another gets the old version because you forgot to
update it. Your clients notice. And they wonder:
"Is this how disorganized the actual service will be?"
Every inconsistent touchpoint plants a tiny seed
of doubt.
Is this really worth what I paid?
The Inconsistency Problem
It's 10 PM. You're trying to relax. Then it hits you:
" Did I send Maria the intake form?"
" When is John's kickoff call again?"
" Crap, I forgot to follow up with Sarah about those missing documents."
You can't fully disconnect because there's always something you might have forgotten. The mental overhead never stops.
The Inconsistency Problem
It's 10 PM. You're trying to relax. Then it hits you:
" Did I send Maria the intake form?"
" When is John's kickoff call again?"
" Crap, I forgot to follow up with Sarah about those missing documents."
You can't fully disconnect because there's always something you might have forgotten. The mental overhead never stops.
The Growth Ceiling
Here's the brutal truth: You can't scale what's manual.
Right now, onboarding 5 clients per month feels
manageable (though exhausting).
What happens when you want to serve 10? 20?
You hit a wall. Not because you lack the skills
or the market demand—but because your onboarding
process doesn't scale.
So you stay stuck. Turning away opportunities.
Burning out on busy work. Trapped by your own success.
The Growth Ceiling
Here's the brutal truth: You can't scale what's manual.
Right now, onboarding 5 clients per month feels
manageable (though exhausting).
What happens when you want to serve 10? 20?
You hit a wall. Not because you lack the skills
or the market demand—but because your onboarding
process doesn't scale.
So you stay stuck. Turning away opportunities.
Burning out on busy work. Trapped by your own success.
The Growth Ceiling
Here's the brutal truth: You can't scale what's manual.
Right now, onboarding 5 clients per month feels
manageable (though exhausting).
What happens when you want to serve 10? 20?
You hit a wall. Not because you lack the skills
or the market demand—but because your onboarding
process doesn't scale.
So you stay stuck. Turning away opportunities.
Burning out on busy work. Trapped by your own success.
A client signs your contract at 3 PM on Tuesday.
3:02 PM - They receive a beautifully branded welcome email with your photo, a warm message, and clear next steps. They feel taken care of immediately.
3:03 PM - A comprehensive intake form arrives in their inbox, collecting every piece of information you need—project details, goals, credentials, documents. Everything organized in one place.
3:04 PM - Their information automatically flows into your client database. Organized. Tagged. Tracked.
3:05 PM - You get a notification: "New client onboarded: [Name]. Review their details here.
One click and you see everything.
3:10 PM - They submit the intake form. Instantly, they receive a calendar link to book their kickoff call, along with a checklist of what to prepare.
The next day - An automated reminder email goes out if they haven't booked yet. Professional. Persistent.
Zero effort from you.
When they book - The appointment appears on your calendar. Your tracking dashboard updates automatically.
Status: "Kickoff Scheduled ✓"
The day before the call - An automated reminder email goes out to both of you with the meeting link and preparation checklist.
Throughout it all? You did exactly zero manual work.
Everything is organized in one place.
3:04 PM - Their information automatically flows into your client database. Organized. Tagged. Tracked.
3:05 PM - You get a notification: "New client onboarded: [Name]. Review their details here.
One click and you see everything.
3:10 PM - They submit the intake form. Instantly, they receive a calendar link to book their kickoff call, along with a checklist of what to prepare.
The next day - An automated reminder email goes out if they haven't booked yet. Professional. Persistent.
Zero effort from you.
When they book - The appointment appears on your calendar. Your tracking dashboard updates automatically.
Status: "Kickoff Scheduled ✓"
The day before the call - An automated reminder email goes out to both of you with the meeting link and preparation checklist.
Throughout it all? You did exactly zero manual work.
A client signs your contract at 3 PM on Tuesday.
3:02 PM - They receive a beautifully branded welcome email with your photo, a warm message, and clear next steps. They feel taken care of immediately.
3:03 PM - A comprehensive intake form arrives in their inbox, collecting every piece of information you need—project details, goals, credentials, documents. Everything organized in one place.
3:04 PM - Their information automatically flows into your client database. Organized. Tagged. Tracked.
3:05 PM - You get a notification: "New client onboarded: [Name]. Review their details here.
One click and you see everything.
3:10 PM - They submit the intake form. Instantly, they receive a calendar link to book their kickoff call, along with a checklist of what to prepare.
The next day - An automated reminder email goes out if they haven't booked yet. Professional. Persistent.
Zero effort from you.
When they book - The appointment appears on your calendar. Your tracking dashboard updates automatically.
Status: "Kickoff Scheduled ✓"
The day before the call - An automated reminder email goes out to both of you with the meeting link and preparation checklist.
Throughout it all? You did exactly zero manual work.
Everything is organized in one place.
3:04 PM - Their information automatically flows into your client database. Organized. Tagged. Tracked.
3:05 PM - You get a notification: "New client onboarded: [Name]. Review their details here.
One click and you see everything.
3:10 PM - They submit the intake form. Instantly, they receive a calendar link to book their kickoff call, along with a checklist of what to prepare.
The next day - An automated reminder email goes out if they haven't booked yet. Professional. Persistent.
Zero effort from you.
When they book - The appointment appears on your calendar. Your tracking dashboard updates automatically.
Status: "Kickoff Scheduled ✓"
The day before the call - An automated reminder email goes out to both of you with the meeting link and preparation checklist.
Throughout it all? You did exactly zero manual work.
Before (Manual Onboarding):
2-5 hours per client on administrative tasks
Inconsistent experiences and missed steps
Constant mental overhead and anxiety
Growth is limited by your personal capacity
Clients questioning your professionalism
After ( Automated Onboarding):
5 minutes per client (just reviewing their intake)
Flawless execution every single time
Peace of mind—the system never forgets
Scale from 5 to 50 clients without breaking a sweat
Clients are impressed before you even start working together
Before (Manual Onboarding):
2-5 hours per client on administrative tasks
Inconsistent experiences and missed steps
Constant mental overhead and anxiety
Growth is limited by your personal capacity
Clients questioning your professionalism
After ( Automated Onboarding):
5 minutes per client (just reviewing their intake)
Flawless execution every single time
Peace of mind—the system never forgets
Scale from 5 to 50 clients without breaking a sweat
Clients are impressed before you even start working together
The Bridge: Done-For-You Automation Systems
This isn't a course. This isn't a template. This isn't "figure it out yourself."
I build custom, turnkey onboarding automation systems specifically for coaches and service-based businesses.
You tell me what you need. I build it. You start using it immediately.
Watch Automated Client Onboarding System Demo
In this Automated Onboarding Client demo, you'll see:
Automated intake form delivery and tracking
Instant welcome email upon contract signatureBullet List 2
Calendar scheduling automation
Follow-up sequences that keep things moving
Behind-the-scenes dashboard view
Real-time tracking of every client's onboarding status
Automatic notifications when action is needed
Organized client database with all information
How little time you actually spend managing it
Real automation. Real results. Zero fluff.
The Bridge: Done-For-You Automation Systems
This isn't a course. This isn't a template. This isn't "figure it out yourself."
I build custom, turnkey onboarding automation systems specifically for coaches and service-based businesses.
You tell me what you need. I build it. You start using it immediately.
Watch Automated Client Onboarding System Demo
In this Automated Onboarding Client demo, you'll see:
Automated intake form delivery and tracking
Instant welcome email upon contract signatureBullet List 2
Calendar scheduling automation
Follow-up sequences that keep things moving
Behind-the-scenes dashboard view
Real-time tracking of every client's onboarding status
Automatic notifications when action is needed
Organized client database with all information
How little time you actually spend managing it
Real automation. Real results. Zero fluff.
Custom Client Intake System
Branded intake forms that match your business identity
Smart conditional logic for different service types
Secure document upload and collection
Mobile-friendly for clients on any device
Smart Tracking Dashboard
Automatic status updates as steps are completed
Color-coded priorities so you see what needs attention
Never lose track of a client or miss a step again
Seamless Tool Integration
Works with tools you already use (Gmail, Google Workspace)
Optional integration with DocuSign, PandaDoc, Calendly, CRMs
Powered by Make.com for reliable automation
No expensive software required to start
Complete Documentation & Training
Step-by-step video walkthrough of your system
Simple documentation for you and your team
30 days of post-launch support
Custom Client Intake System
Branded intake forms that match your business identity
Smart conditional logic for different service types
Secure document upload and collection
Mobile-friendly for clients on any device
Smart Tracking Dashboard
Automatic status updates as steps are completed
Color-coded priorities so you see what needs attention
Never lose track of a client or miss a step again
Seamless Tool Integration
Works with tools you already use (Gmail, Google Workspace)
Optional integration with DocuSign, PandaDoc, Calendly, CRMs
Powered by Make.com for reliable automation
No expensive software required to start
Complete Documentation & Training
Step-by-step video walkthrough of your system
Simple documentation for you and your team
30 days of post-launch support
"I got 12 hours per week back to actually
coach my clients"
Before automation, I was spending Tuesday and Wednesday mornings just doing onboarding admin. Emails, forms, follow-ups—it was endless. Now? Everything happens automatically. My clients get a better experience, and I have 12+ hours weekly to serve more people or actually take a day off. This was the best decision I made for my business this year.
— Sarah Martinez, Business Coach
"I went from 3 clients/month to 12
without hiring help"
"I thought I needed a VA to scale. Turns out I just needed systems. The automation handles what a full-time assistant used to do—for a fraction of the cost. My clients comment on how professional and organized everything is. They don't know it's automated; they just know they're impressed."
— Michael Chen, Marketing Consultant
"I got 12 hours per week back to actually
coach my clients"
Before automation, I was spending Tuesday and Wednesday mornings just doing onboarding admin. Emails, forms, follow-ups—it was endless. Now? Everything happens automatically. My clients get a better experience, and I have 12+ hours weekly to serve more people or actually take a day off. This was the best decision I made for my business this year.
— Sarah Martinez, Business Coach
"I went from 3 clients/month to 12
without hiring help"
"I thought I needed a VA to scale. Turns out I just needed systems. The automation handles what a full-time assistant used to do—for a fraction of the cost. My clients comment on how professional and organized everything is. They don't know it's automated; they just know they're impressed."
— Michael Chen, Marketing Consultant
This system is ideal if you're:
A coach or consultant bringing on new clients regularly
A service provider tired of inconsistent client intake Bullet List 2
An agency owner managing multiple client onboardings Bullet List 3
Anyone who values their time more than repetitive admin work
Ready to scale without adding more manual work to your plate
Not a fit if::
You only onboard 1-2 clients per year (manual is fine at that volume
You enjoy spending hours on administrative tasks
You're not interested in improving your client experience
You want to figure it out yourself (this is done-for-you)
Step 1: Discovery & Design (Week 1)
We hop on a call and map out your entire onboarding process. I'll learn about:
Your current workflow and pain points
What information you collect from clients
Your brand voice and communication style
Your existing tools and preferences
Then I'll design your custom automation blueprint—exactly how your new system will work.
Step 1: Discovery & Design (Week 1)
We hop on a call and map out your entire onboarding process. I'll learn about:
Your current workflow and pain points
What information you collect from clients
Your brand voice and communication style
Your existing tools and preferences
Then I'll design your custom automation blueprint—exactly how your new system will work.
Step 2: Discovery & Design (Week 1)
I build everything for you:
Custom intake forms with your branding
Automated email sequences in your voice
Tracking dashboard and client database
All integrations with your existing tools
You review it. We refine it. You approve it.
Step 3: Test, Train & Launch (Week 2-3)
We hop on a call and map out your entire onboarding process. I'll learn about:
Your current workflow and pain points
What information you collect from clients
Your brand voice and communication style
Your existing tools and preferences
Then I'll design your custom automation blueprint—exactly how your new system will work.
Step 2: Discovery & Design (Week 1)
I build everything for you:
Custom intake forms with your branding
Automated email sequences in your voice
Tracking dashboard and client database
All integrations with your existing tools
You review it. We refine it. You approve it.
Step 3: Test, Train & Launch (Week 2-3)
We hop on a call and map out your entire onboarding process. I'll learn about:
Your current workflow and pain points
What information you collect from clients
Your brand voice and communication style
Your existing tools and preferences
Then I'll design your custom automation blueprint—exactly how your new system will work.
Hey there!
I'm Genn
Back in 2019, I started as a funnel builder for coaches and ecommerce businesses. My job was simple: build high-converting sales funnels that generated more leads and sales. I'd spend hours setting up backend email sequences and chatbot automations, watching my clients' businesses grow as their systems worked on autopilot.
But then something shifted.
As I worked with more clients, I noticed a pattern. These talented entrepreneurs were still drowning in admin work—onboarding new clients, sending welcome emails, chasing paperwork, managing schedules.
They had the sales systems down, but the operational chaos was holding them back from scaling further.
When AI automation emerged, I saw an opportunity to solve this problem at a deeper level.
As someone whose mission has always been to serve my clients better, I dove in. I learned everything I could about business automation systems and began implementing solutions that eliminated the tedious, repetitive tasks stealing hours from their day.
Over the past 6 years, I've helped clients scale their businesses from the ground up to consistent 6-figure months. Not just through better funnels, but through smarter systems that free them to focus on their zone of genius.
Today, I specialize in done-for-you onboarding systems for online coaches and service-based businesses. Because you didn't build your business to become a slave to your inbox. You built it to make an impact.
Let me help you reclaim 5+ hours every week and turn your admin chaos into automated clarity.
Ready to scale without the overwhelm? Let's talk.
Hey there!
I'm Genn
Back in 2019, I started as a funnel builder for coaches and ecommerce businesses. My job was simple: build high-converting sales funnels that generated more leads and sales. I'd spend hours setting up backend email sequences and chatbot automations, watching my clients' businesses grow as their systems worked on autopilot.
But then something shifted.
As I worked with more clients, I noticed a pattern. These talented entrepreneurs were still drowning in admin work—onboarding new clients, sending welcome emails, chasing paperwork, managing schedules.
They had the sales systems down, but the operational chaos was holding them back from scaling further.
When AI automation emerged, I saw an opportunity to solve this problem at a deeper level.
As someone whose mission has always been to serve my clients better, I dove in. I learned everything I could about business automation systems and began implementing solutions that eliminated the tedious, repetitive tasks stealing hours from their day.
Over the past 6 years, I've helped clients scale their businesses from the ground up to consistent 6-figure months. Not just through better funnels, but through smarter systems that free them to focus on their zone of genius.
Today, I specialize in done-for-you onboarding systems for online coaches and service-based businesses. Because you didn't build your business to become a slave to your inbox. You built it to make an impact.
Let me help you reclaim 5+ hours every week and turn your admin chaos into automated clarity.
Ready to scale without the overwhelm? Let's talk.
FAQ
Frequently Asked Questions
Good question! For starters, the annual cost of a full-time senior-level designer now exceeds $100,000, plus benefits (and good luck finding one available). Aside from that, you may not always have enough work to keep them busy at all times, so you're stuck paying for time you aren't able to utilize.
Once subscribed, you're able to add as many design requests to your queue as you'd like, and they will be delivered one by one.
On average, most requests are completed in just two days or less. However, more complex requests can take longer.
You might be surprised to hear this, but Designjoy is actually an agency of one. This means you'll work directly with me, founder of Designjoy. However, power-ups requests such as animations or custom illustrations are provided by partner designers.
We understand you may not have enough design work to fill up entire month. Perhaps you only have one or two design requests at the moment. That's where pausing your subscription comes in handy.
Most requests are designed using Photoshop.
DesignProfits offers a ton of flexibility in how you request designs using Trello. Some common ways clients request designs is directly via Trello, sharing Google docs or wireframes, or even recording a brief Loom video (for those who prefer not to write their briefs out). Basically, if it can be linked to or shared in Trello, it's fair game.
No worries! We'll continue to revise the design until you're 100% satisfied.
Absolutely. DesignProfits does not cover the following design work: 3D modeling, animated graphics (GIFS, etc.), document design (medical forms, etc.), complex packaging, and extensive print design (magazines, books, etc.).
That's fine. You can pause your subscription when finished and return when you have additional design needs. There's no need to let the remainder of your subscription go to waste.
Due to the high-quality nature of the work, there will be no refunds issued.
FAQ
Frequently Asked Questions
Good question! For starters, the annual cost of a full-time senior-level designer now exceeds $100,000, plus benefits (and good luck finding one available). Aside from that, you may not always have enough work to keep them busy at all times, so you're stuck paying for time you aren't able to utilize.
Once subscribed, you're able to add as many design requests to your queue as you'd like, and they will be delivered one by one.
On average, most requests are completed in just two days or less. However, more complex requests can take longer.
You might be surprised to hear this, but Designjoy is actually an agency of one. This means you'll work directly with me, founder of Designjoy. However, power-ups requests such as animations or custom illustrations are provided by partner designers.
We understand you may not have enough design work to fill up entire month. Perhaps you only have one or two design requests at the moment. That's where pausing your subscription comes in handy.
Most requests are designed using Photoshop.
DesignProfits offers a ton of flexibility in how you request designs using Trello. Some common ways clients request designs is directly via Trello, sharing Google docs or wireframes, or even recording a brief Loom video (for those who prefer not to write their briefs out). Basically, if it can be linked to or shared in Trello, it's fair game.
No worries! We'll continue to revise the design until you're 100% satisfied.
Absolutely. DesignProfits does not cover the following design work: 3D modeling, animated graphics (GIFS, etc.), document design (medical forms, etc.), complex packaging, and extensive print design (magazines, books, etc.).
That's fine. You can pause your subscription when finished and return when you have additional design needs. There's no need to let the remainder of your subscription go to waste.
Due to the high-quality nature of the work, there will be no refunds issued.
Ready to Reclaim Your Time?
Every week you wait is another 10+ hours lost to manual onboarding.
Another month where you can't scale because your process doesn't allow it.
Another client experience that's "fine" instead of exceptional.
The solution exists. It's proven. It's ready for you.
Your onboarding should support that mission, not steal time from it.
Let's build you a system that works as hard as you do—so you don't have to.
Ready to Reclaim Your Time?
Every week you wait is another 10+ hours lost to manual onboarding.
Another month where you can't scale because your process doesn't allow it.
Another client experience that's "fine" instead of exceptional.
The solution exists. It's proven. It's ready for you.
Your onboarding should support that mission, not steal time from it.
Let's build you a system that works as hard as you do—so you don't have to.
SystemWise Consulting
All Rights Reserved - 2025
SystemWise Consulting
All Rights Reserved - 2025