freebies & digital products
Welcome my love, to the corner of my website where I’m sharing all my free and digital resources. Here you’ll find my fave handy tools to help get your onboarding, client experience, and systems POPPIN’ if you’re not ready to jump straight into done-for-you support.
Everything here is designed to be easy to implement, based on real client work, and useful whether you’re just getting started or tightening things up as you grow.
FreebieOverhaul Your Onboarding
A toolkit for service providers who want their process to feel as good as their work
Still winging it every time a new client signs on? Feeling your heart beat faster as you think “wait… did I already send that?”
Overhaul Your Onboarding is a free, Notion-based toolkit designed to help you create an onboarding process you love delivering that your clients instantly trust.
Inside the toolkit, you’ll work through 5 focused activities that guide you to map, refine, and improve your onboarding from start to finish. You’ll also get access to ready-to-use resources to help you through it.
Join 160+ service providers who’ve already chucked their sticky notes process in the bin for onboarding and started delivering a client experience that feels smooth, supportive, and very them.
FreebieOnboarding Email Templates
Three proven onboarding sequences, ready to drop into dubsado
If you’re fed up with digging through your sent emails every time you onboard a new client or wondering “what do I ask for again?” this is for you.
These onboarding email templates are based on my own proven process and the onboarding systems I’ve built for dozens of service-based businesses.
Inside, you’ll get:
3 complete onboarding sequences, with 3–6 emails in each (depending on your process)
Emails written using best-practice structure and timing - no more guessing what comes next
Dubsado smart fields already added, so all you need to do is add your TOV, emojis and GIFs!
P.s. They’re designed for Dubsado users, but if you’re not yet, you can still use the templates.
welcome guide templateGet your clients onboarded in style — and feel like a total pro doing it.
If you’re not ready for a complete systems overhaul, let’s start with the first step of your client’s onboarding process.
An 11-page plug-and-play Canva template to match your voice, branding, and vibe. Complete with:
Copy guidelines for each page
A usage guide to incorporate your branding
Built to make sure your clients feel taken care of from Day one.
All for just £10
Ready, set, systems newsletterA newsletter that fuels a business your clients will shout out in every room
Twice a week, I’ll drop into your inbox to fuel you up with systems insights and tips to improve your client experience.