LMSIICHY Client Onboarding Guide
Welcome. Clarity begins here.
1. Welcome Email (Within 2 Hours)
- Personal thank-you from Tamara
- Confirmation of your selected service or membership
- Scheduling link (if needed)
- Overview of what to expect next
2. Intake Questionnaire (Within 4 Hours)
- 5–10 minute form to understand your goals
- Enables personalized session planning
- Must be completed before your first session
3. Pre-Session Packet (24 Hours Before Session)
- Confirmation email
- Preparation instructions
- Optional worksheets
- Relevant documents for your service
4. Your First Session
- Clarity discovery process
- Goal identification
- Opportunity mapping
- Personalized next-steps plan created with Tamara
5. Post-Session Follow-Up (Within 24 Hours)
- Written session summary
- Action step recommendations
- Additional resources or templates
- Next-session scheduling link
- Ongoing support options
6. Your LMSIICHY Client Experience (Ongoing)
- Monthly check-ins (if applicable)
- Access to new resources
- Invitations to workshops, classes, and live events
- Priority access to memberships and future programs
7. Communication & Support
- Email: info@lmsiichy.org
- Phone: 408-762-1021
- Team Assistants: Standard response time is within 24 hours on business days
8. Payments & Documentation
- Secure agreements and digital signatures
- Payment confirmations and receipts
- Automatic reminders (if applicable)
9. Policies to Be Aware Of
- 24-hour reschedule policy
- Payments are non-refundable
- Intake form required before sessions
- Confidentiality maintained at all times
- Action steps are co-created but client-led
10. A Final Note
LMSIICHY is more than a service — it's a partnership. Our mission is to support you with clarity, alignment, and strategy as you move forward with purpose. We are honored to walk this path with you.
For support, contact info@lmsiichy.org. LMSIICHY team assistants respond within 24 hours on business days.