Business should be simple. And fun.

Hey Reader

In year two of my business, I was basically a feral founder with a laptop.
No corporate network.
No entrepreneurial aunt.
No “my dad built a company from the ground up” story.

Just me, Google, and a questionable addiction to group coaching programs.

So I turned into a sponge. I soaked up every strategy anyone posted on the internet because I was convinced there was a right way to run a business and everyone else had the manual.

And let me tell you… my discernment back then?
A bit like letting a toddler pick your paint colors.
Enthusiastic, but absolutely not to be trusted.

One coach in particular promoted what I now call “boundaries with elbows.”
​ Everything was about making the business work for you, even if your clients needed a survival guide to work with you.

Great in theory.
In practice?
It led me to build an onboarding process so intense it should've counted as a college application.

I had clients filling out long forms about their expectations, roles, systems, workflows, task lists, hopes, dreams, favorite childhood memories.
Okay, maybe not the last two, but I was dangerously close.

And guess what?
Half my clients never filled it out.
​ Shocking, I know. Apparently people don’t enjoy homework.

Meanwhile, the transition between me and the VA taking over was… let’s call it “held together by willpower and vibes.” And every attempt I made to fix it only made the whole thing more complicated.

At some point I had to face the truth:
I didn’t need more forms.
I needed to stop building a process that made my clients work harder than I did.

So I stripped it down. Simplified everything.
Now my clients (hopefully) barely have to lift a finger, and our onboarding experience gets comments like:
“Wow, that was easy.”
Exactly what I’m going for in life and business.

Now, on the flip side, there are also business owners who spend zero time thinking about client onboarding. They skip straight from building out sales frameworks to building out project SOPs.

That too, my friends, is a mistake.

And it’s a costly one.

In this week's Quickcast, I’m diving into how to avoid both extremes.
The no-onboarding approach.
And the “please fill out this 37-part questionnaire” chaos I once created.

Most importantly, I break down why streamlining onboarding matters for revenue, retention, referrals, and your general sanity.