Turn Onboarding into a Revenue Stream
Thursday, May 01, 2025
🔁 Turn your onboarding process into a profit center
(How Smart Automation Creates Passive Income)
Most business owners see onboarding as a cost — a necessary but non-revenue-producing part of operations. After all, it takes time to handhold new clients, answer repetitive questions, and set them up for success.
But here’s the truth: onboarding can be one of the most overlooked profit centers in your business.
Clients often ask for tool recommendations during onboarding. That moment, when they're eager to get started, is your golden opportunity to share valuable resources — and get paid for it.
Here’s how to turn onboarding into a revenue machine:
Step 1: Identify Key Tools Your Clients Will Need
Consider the foundational tools or platforms you typically recommend to clients:
CRM or email marketing software (e.g., ActiveCampaign, ConvertKit)
Scheduling tools (e.g., Calendly, Acuity)
Project management software (e.g., ClickUp, Asana)
Client portals (e.g., Dubsado, HoneyBook)
Payment processors or course platforms (e.g., ThriveCart, Kajabi)
Write down everything a client usually needs to get going.
Step 2: Join Their Affiliate Programs
Most SaaS platforms offer affiliate commissions — some as recurring revenue, others as one-time bonuses. Join the affiliate programs and track your links using software like Pretty Links or Bitly.
Step 3: Build a "Tech Stack Guide"
Create a well-branded PDF or funnel that includes your recommended tools, why they matter, and how to set them up. Link each one with your affiliate code.
You can also include this resource in:
✅ Welcome emails
✅Onboarding calls
✅Automated onboarding sequences
Step 4: Train Your Team to Use This Resource
If someone else handles onboarding, ensure they reference your affiliate tools during walkthroughs. For example: “We recommend using Dubsado for client intake forms—here’s a quick link to set it up.”
Step 5: Automate & Track
Use email automation to send reminders to set up these tools, and track affiliate revenue monthly. You may be surprised how fast this adds up.
Real-World Example:
One coach added affiliate links for 3 core tools in her onboarding guide:
✅$200/mo CRM (20% recurring commission)
✅$49/mo scheduling tool (30% recurring)
✅$997 course builder (30% one-time)
By her third client, she had already covered her team’s onboarding labor cost — and every client after that added to her passive income.
Final Thought:
You're already doing the work. With a few tweaks, you can get paid for it.
Work With Us:
If you need assistance to create your landing page to share your tools, your affiliate links and customize them with your brand, Click Here to start the conversation.
Until the next 1-Minute Automation, make the rest of the week, the best of your week!
Hi, I Am Asmita Manji
Author Of 1-Minute Automation
I empower women 40+ to reinvent themselves, regain independence, and achieve financial freedom through online business. I provide the right guidance and customized strategies to help them create, launch and automate repeatable systems in business.
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