Systems Saved Me® Podcast Brandi Bernoskie; Streamline Your Client Onboarding - Systems Saved Me®


Brandi Bernoskie; Streamline Your Client Onboarding

Published on: 11th July, 2016

This episode is brought to you by Personalized Procedures. 


Today, I’m discussing client intake/onboarding processes. My guest is Brandi Bernoskie from Alchemy + Aim. She and I discuss how she improved her client intake system and how it increased the productivity of her business. 


If you’re a visual learner and want to see how to incorporate this system for yourself, grab your Action Sheet for this episode! You will also get the transcription and notifications about future episodes. 




  • (03:38) Steps Brandi took to create a better client intake system 
  • (07:40) E-mail automation programs 
  • (10:35) Brandi’s best financial investment for her business 
  • (15:05) Brandi’s worst financial investment for her business 
  • (18:12) Onboarding teams with the Kolbe Method 


Quote of the Week: 


“I’m inclined to improv.” -Brandi Bernoskie 




Episode Link 



Alchemy+Aim LinkedIn 

A+A Instagram 

Brandi’s Twitter 

Kolbe Method 


Guest Stats: 


[Bio provided by guest] 

Alchemy + Aim Homepage 

A+A Facebook 

Brandi’s Instagram 

[What’s new in her world] 





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About the Podcast

Systems Saved Me®
Entrepreneurship is meant to give you freedom and flexibility - but how does that actually happen? Systems of course! On the Systems Saved Me® podcast, each week top ranking podcast host and multi-million dollar business mentor Jordan Gill lifts the hood to show you behind the scenes of successful businesses with freedom at its core. This podcast features guest interviews, digestible strategies, and thought-provoking prompts for you to build a life-first business too. Follow Jordan @systemssavedme on Instagram for daily advice and strategies on building an online business. Subscribe to Systems Saved Me® Podcast and share the show with your biz besties!

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Jordan Gill