Free Resource — JP Automations
The 10-Minute
Onboarding System
The exact step-by-step system to onboard every new client in under 10 minutes — no back-and-forth emails, no chasing documents, no manual follow-up.
Setup takes 2–3 hours once. Every client after that takes under 10 minutes.
What's inside:
✓The exact tools to use — all free to start
✓Step-by-step setup instructions any beginner can follow
✓The intake form questions every service business needs
✓Copy-paste email prompts for your welcome sequence
✓How to connect everything so it runs automatically
✓A Notion client portal template to look professional from day one