Your 10th client feels exactly like your first.
The moment a client pays, the system takes over. Welcome email, contract, intake, AI brief, all of it, before you've looked at your phone.
I ran a full client through this system end to end on live vendor events. Won to fully briefed in under three minutes. Here's what that looks like.
When a client pays, the welcome email goes out. The contract gets sent. The folder gets created. The intake form lands in their inbox. Your calendar gets updated. All of it, before you've looked at your phone.
But here's the part that surprises people most.
When they submit their intake form, the system reads their answers and writes you a one page brief before your first session together. Waiting in your inbox before the call. You walk in knowing them. They notice.
And every morning, a digest. Every active client, every status, every next step, in one place, without you having to chase anything or hold it all in your head.
Your clients feel taken care of from minute one. You feel clear instead of scattered. That's what the system actually gives you, not just hours back, but the ability to be fully present for the work that actually matters.
Not every coach is ready for the full build on day one. These products meet you where you are. The coaches who start with the playbook consistently become the ones who book the build.
The Client Onboarding Concierge is the flagship. Once it's running, these are the systems that come next, available on request once you're ready.
The moment you close a client, you spend the next two hours buried in admin that has nothing to do with the work you're actually good at. Welcome email. Contract. Folder. CRM entry. The Slack message to yourself so you don't forget. Every single time, the same checklist, all of it by hand.
I'm Lynet Mwikali, an AI Automation Specialist who builds the systems that handle all of it. I built the Client Onboarding Concierge from scratch, ran a real client through it end to end on live vendor events, and verified every step worked before offering it to anyone. When I install it for a coach, I hand over something I know works. The results speak for what it is.
A screenshot from inside the Client Onboarding Concierge, built in Make.com. Below is one of the five scenarios that make up the full system.
A solo coach running 2 to 5 new clients a month typically spends 3 to 4 hours manually onboarding every single one. Welcome email written by hand. Contract sent separately. Folder created by memory. Payment chased by email. The Client Onboarding Concierge is built to replace every one of those steps. From the moment a client pays to the moment they are fully briefed and booked for kickoff, the entire sequence runs in under three minutes, with zero manual actions.
Three stages from first call to a system running in your accounts.
30 minutes. We look at your current process, confirm the Client Onboarding Concierge is the right fit, and scope exactly what gets built. You leave with a clear picture of what happens next.
Book the call →10 business days. I install all five scenarios, wire them to your tools, write your email templates in your voice, and run a full ghost client test before handing over. You're kept in the loop throughout.
Watch the build →You receive a fully documented system, three walkthrough videos, and a handover call. Everything is in your accounts. You own it completely. It runs without you, and without me.
Book an Audit Call →Your time should be spent on client work, or rest. Not on a checklist that should be running itself.
30 minutes. I'll look at how your onboarding runs right now, show you exactly where it's leaking time, and what The Client Onboarding Concierge would change for your business specifically.
Book an Onboarding Audit Call →