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Student & client onboarding automation

From purchase to first win: access, community invite, contract, welcome sequence and progress nudges — in the right order, every time.

Describe your project How it works

01The problem

Sound familiar?

Onboarding usually lives in one person’s head and a checklist. When they are busy or away, new buyers wait, steps happen out of order, and the first impression of a premium offer is an email asking where their login is.

  • New clients wait two days for access because someone has to add them by hand.
  • About one time in ten, we forget to send the contract.
  • People buy, never log in, and ask for a refund on day 14.
TodayDepends on someone remembering
  1. Checkout New purchase
  2. Team Adds access by hand Manual
  3. Team Sends contract & invite Manual
  4. Client Waits, emails support Delay

02How the system works

What happens, step by step.

With the systemSame great first week, every time
  1. Checkout New purchase
  2. Access Course & community unlocked
  3. E-sign Contract sent & tracked
  4. Welcome Sequence + kickoff booking
  5. Nudges Check-in if no login in 3 days
  1. 01

    Trigger

    A purchase in Stripe, ThriveCart, SamCart, Kajabi or ClickFunnels starts the flow — including payment-plan and upgrade purchases.

  2. 02

    Provision

    Course access, community invite (Skool, Circle, Slack), CRM tags and a client folder are set up in seconds.

  3. 03

    Agree

    The right contract goes out for e-signature, with reminders until it is signed.

  4. 04

    Welcome

    A welcome sequence in your voice, a kickoff-call booking link and an intake questionnaire.

  5. 05

    Nudge

    No login after three days, or stuck on a module? A friendly nudge — or a task for your success team.

03What you get

Deliverables

  1. Purchase-triggered onboarding flow for each offer
  2. Access and community provisioning
  3. Contract send and signature tracking
  4. Welcome sequence and kickoff booking (copy drafted, you approve it)
  5. Engagement nudges and a simple onboarding status board
  6. Written spec, handover document and walkthrough video

04Timeline & price

What it typically takes

Typical price$2,000–$4,000, fixed before we start
Timeline1–3 weeks from kickoff
Not sure yet?Start with the $750 Systems Audit — credited in full toward the build
After launchOptional care plan from $400/month
Expected effectNew buyers get access in minutes rather than days, nobody has to remember the contract, and your team sees who is stuck before they ask for a refund. Effects on refunds vary by offer, so we won’t promise a number.

Works with: Kajabi, Skool, Circle, ClickFunnels, ThriveCart, SamCart, Stripe, GoHighLevel, DocuSign, Slack — and most tools with an API.

Other builds

$1,500–$3,000 · 1–2 weeksFailed-payment & payment-plan recovery$2,500–$5,000 · 2–3 weeksSales-team command dashboard$1,500–$3,000 · 1–2 weeksSpeed-to-lead routing$3,000–$6,000 + care plan · 2–3 weeksMigration rescue

Start

Want this in your business?

Tell us how it works today and what you’d like to change. We reply within one business day and send a fixed-price proposal within 48 hours of our call.

Describe your project Email hello@tacticsunit.com
  • ReplyWithin one business day
  • ProposalFixed price, within 48h
  • BuildsFrom $1,500
  • OwnershipYours, fully