Onboarding That Sticks: A Workshop for B2B Freelancers
The moment a client signs your contract isn't the finish line... it's the starting gun. What happens in the next 48 hours determines whether they feel confident they made the right call hiring you, or whether the doubt starts creeping in.
Most freelancers treat onboarding like paperwork. It's not. It's the moment your client decides whether you're worth what they paid.
In this workshop, I'll walk you through what a great B2B onboarding experience actually looks like including what information clients need, when they need it, and how to build a triggered sequence that runs consistently every single time without you having to remember a thing.
You'll leave with a clear onboarding framework mapped to your business and a system that sets the tone for every engagement going forward.
💌 RSVP required
📍 Event location shared after registration
☕️ We pick the place, you grab your tab.
👩🏼💻 Stick around after for silent co-working to implement what you learned.
👋 About Us: Workroom is the go-to education community for entrepreneurs in ATX to learn and implement their way to a smarter businesses through operations and systems. Check out our Luma calendar for all upcoming workshops and other events!
🤠 Your Host: Sara Loretta is a serial entrepreneur in operations and experience design. She's the founder of UNMUTE™. Sara is also the 10th Certified Notion Consultant, a Zapier Solutions Partner, and the first global Paperform expert. Workroom is her educational community she's brought offline and offers exclusively as in-person workshops & events.
🧡 Thanks to our sponsor XRAY 🧡 XRAY is a vetted network of automation engineers specializing in AI, no-code, and low-code systems. They help businesses design and implement practical automation solutions using tools like n8n, Lovable, Airtable, and modern AI platforms. At XRAY, their mission is simple: move teams from manual processes to scalable systems.