Wondering if you really need Dubsado or Honeybook to onboard clients? In this episode of the Yay for Business podcast, Courtney Chaal breaks down her simple, software-free client onboarding system. Learn the exact tools she uses (spoiler: no CRM!), the psychology behind her welcome email, and how to create a streamlined, repeatable process that’s ADHD-friendly, professional, and profitable. If you're a service provider tired of overcomplicating things, this episode is your permission slip to keep it simple.
Do you really need a fancy all-in-one CRM to run your business like a pro? Plot twist: NOPE. In this episode, I’m breaking down how I’ve successfully onboarded hundreds of clients over the years—without ever stepping foot inside Dubsado, Honeybook, or any of those popular client management tools.
This episode was inspired by a question from my Six-Figure Sprint client, Alyssa, who asked what CRM everyone uses. Spoiler: I don’t use one. And the real kicker? I don’t think you need to either (unless you want to!).
Instead, I’m sharing my super streamlined, rinse-and-repeat onboarding process that doesn’t require any complicated software. It's simple, boring, profitable—and ADHD-friendly. If your current system is clunky, chaotic, or (let's be honest) non-existent, this one’s for you.
In this episode, you’ll learn:
Why I’ve never used a CRM (and still built a multiple six-figure business)
What you actually need to onboard clients seamlessly (hint: it's not 12 tools)
A step-by-step walkthrough of my onboarding workflow
The 3 essential tools I use (and how to set them up in less than an hour)
Why the welcome email is the most important part of your client experience
How to use Asana or Airtable to manage clients without the overwhelm
The psychology behind clear client communication—and how it prevents burnout
Mentioned Resources:
Download the free client welcome email template: https://courtneychaal.com/welcome-email
Watch the free masterclass: https://courtneychaal.com/masterclass
Join Yay for Clients: https://courtneychaal.com/shop
Apply for Six-Figure Sprint: https://courtneychaal.com/apply