Client Onboarding

Welcome to the beginning of your brand’s most transformative journey!

Congratulations and a heartfelt welcome! You’ve taken the first, brave step towards not just elevating your brand but transforming your entire approach to how you do business, connect with your audience, and embrace your true potential. This Onboarding Guide is your compass, designed to navigate you through the initial stages of our journey together, ensuring a smooth, enlightening, and empowering transition into the world of soulful branding and impactful marketing.

 

Inside, you’ll find everything you need to kickstart this adventure: from setting clear expectations, defining goals, to outlining the roadmap of our journey together. We’ve also included practical steps on how to schedule sessions, access resources, and how we’ll track the incredible progress you’re about to make.

Welcome aboard!

xo – Jackie

It’s time to get started!

Enroll in the Passion to Profit Course Guide

This digital hub is an essential companion to our in-person coaching sessions. It’s where you’ll access assignments, track your milestones, and complete follow-up tasks designed to keep you on track. Your interactive course hub will ensure you have everything you need at your fingertips.

Student Profile

Jump back in to your Coaching Program assignments & monthly tasks (first-time registration required to access!)

Tools & Resources

Find templates, business tools, freebies, essentials, and more that will help you not only through this program, but beyond!

Your Client Portal

Access administrative documents like invoices, questionnaires, and your mothly session scheduler.

what to expect

Passion to Profit Roadmap

phase 1

Uncovering Your Brand’s Core

Discover the essence of your brand with our kickoff session, where we lay the groundwork for your transformative journey. Through personalized assessments and strategic discussions, we’ll pinpoint exactly what makes your brand tick, setting the stage for explosive growth.

Week 0: Enroll in the 6-Month Plan Course Guide & Complete Brand Questionnaire

Week 1: Kickoff Meeting & Deep-Dive Strategy Session (2 hours) 

Week 2: Email Check-In

Week 3: Brand Action Plan Review Meeting (2 hours)

Week 4: Email Check-In

phase 2

Custom Blueprint
& Early Implementation

Dive into the art and science of brand strategy. This month is all about developing a custom blueprint that aligns with your goals, values, and the impact you aim to make. Get ready for some aha-moments that will redefine what you thought possible in everything from business management, brand identity, and marketing.

Week 5: Implementation Meeting Meeting (2 hours)

Week 6: Send Custom Blueprint & Email Check-In

Week 7: Implementation Check-In Meeting (2 hours)

Week 8: Email Check-In

phase 3

Implementation, Review, and Refinement

With your bespoke strategy in hand, it’s time to bring your vision to life. Bi-monthly check-ins ensure you’re supported every step of the way, with actionable advice and creative solutions to keep you on track. This phase is all about momentum, with a focus on making tangible progress towards your objectives.

Milestones: Workflows & Automation, CRM Overhaul, Marketing Plan

Bi-Monthly Meetings (2 hours each)

Monthly Email Check-Ins

phase 4

Review, Celebrate, & Future Planning

In our final month, we’ll celebrate your achievements and set you up for continued success. You’ll walk away not just with a brand that’s built to last but with a clear action plan for the future, ensuring you keep growing long after our journey ends.

Week 21: Program Review Meeting (2 hours)

Week 22: Email Check-In to Recap Final Meeting

Week 23: Final Meeting: Future Planning and Strategy Session and Document Handover (2 hours)

Week 24: Final Email Check-In