Episode Details
Back to EpisodesYour Business Needs a Skincare Routine: 4 Automations for Client Intake, Onboarding, and Offboarding
Description
Skipping the SPF and wondering why your business feels burnt? Your back end works like a skincare routine: cleanser, toner, moisturizer, and SPF, each layer doing one job. Here's how to set up client intake, onboarding, nurture, and offboarding so your business keeps glowing while you're at soccer practice.
Want help setting up the tech? I'll walk you through the tools step by step: https://www.lindspaulson.com
IN THIS EPISODE
- Cleanser: an inquiry form that captures and qualifies leads automatically
- Why your scheduler should end the "does Tuesday the 19th work?" back-and-forth
- Toner: onboarding with the contract, invoice, and welcome sent automatically
- Automation isn't meant to feel cold: workflow reminders for personal touches
- Moisturizer: 30- and 60-day check-ins so the middle of a project doesn't go quiet
- SPF: offboarding that asks for the Google review and testimonial for you
- How offering a "phase two" at offboarding can turn into your next project
- Your challenge: pick the messiest step of your client journey and fix just that one
MY CRM
My intake, onboarding, and offboarding all run in Dubsado (affiliate link): https://www.dubsado.com/?c=linds2026
READ MORE
Habit Stacking for Business Owners: Build Your Admin Routine Like Your Skincare Routine: https://www.lindspaulson.com/post/habit-stacking-for-business-owners
KEEP LISTENING
Mastering SOPs: The Key to Scaling Your Business (the episode before this one)
---
LOVED THIS EPISODE?
Follow Mess to Mission and leave a rating or review on Apple Podcasts or Spotify. It's the best way to help another busy mom-preneur find the show.
ABOUT YOUR HOST
Linds Paulson is the founder of Sunday Ops Co. She helps busy women business owners build simple systems so their business feels easy like Sunday.
Want to know about the systems I talk about on the show? Get the weekly Sunday Ops email to see what systems you can create to turn your mess into a mission.