Client onboarding with Human Design: from sign-up to first session

The week between sign-up and the first session often determines whether a client arrives feeling relaxed or uncertain. A thoughtful onboarding process makes the difference. Clients who feel seen and informed beforehand arrive more focused and are more likely to book a follow-up.

This guide describes a practical four-step onboarding process you can set up in one afternoon. All the elements consist of email templates and a shared intake page with the free chart embed. View the embed codes and installation instructions for each platform.

Step 1: sign-up with immediate chart calculation

The client comes to you through your website or a conversation. In either case, direct them to one central intake page with the calculator embed. The client enters their own date, time and place of birth there.

The benefit: no typos in birth times, no delays while you still need to reply to an email. The client receives their own chart by email, and you receive a notification.

Step 2: a welcome email that sets the context

Send a short welcome email within 24 hours. Confirm the session date, share a brief explanation of what Human Design is and is not (a typing model, not an oracle), and link to one relevant blog post or Type article on your site or on whatismyhumandesign.org.

The goal is to manage expectations. Clients who know beforehand that they are not being 'measured' but seen relax more quickly during the session.

Step 3: preparation email 48 hours before the session

Two days before the appointment, send a second email with three preparatory questions: what do you want to get out of this session, what theme is currently coming up for you, and what decisions are on the table?

Include their own chart again as an attachment or link, and point them to the Type article that fits them. This gives the client some initial vocabulary and saves you both time getting started.

Step 4: confirmation and logistics 24 hours before the session

The final email is purely practical: the video call link or directions, how long the session lasts, how payment works, and what to expect after the session (recording, summary, next steps).

This email reduces no-shows and helps the client arrive with peace of mind.

Automation with simple tools

You do not need to build a complex CRM system. You can automate onboarding emails with tools such as MailerLite, Kit (ConvertKit), Brevo or even Google Forms + Zapier.

The main trigger is completion of the intake embed. From that point, the email sequence starts automatically. You only receive notifications of the initial sign-up and any replies to your preparation questions.

Trigger: intake form completed
Email 1 (T+0): welcome + context
Email 2 (T-48h): preparation + three questions
Email 3 (T-24h): logistics + confirmation

Example: how Karin doubled her follow-up bookings

Karin, a Human Design coach from Rotterdam, noticed that around 30% of her one-off session clients booked a follow-up. She suspected clients were arriving unprepared and leaving the session feeling there was still a lot to discuss.

She introduced the four-step process above. Within three months, her follow-up booking rate doubled to 60%. Clients reported that they found the session 'more in-depth'. Karin herself spent less preparation time per client - the automation did the work.

Add the embed to your own site in two minutes

The Human Design calculator and comparison tool are free to embed. One line of iframe code, no plugin, no account.

View the embed codes

Frequently asked questions

How long does it take to set up this onboarding process?

Allow one afternoon: create the intake page with the embed, write three emails and set up the automation in your email tool. After that, it runs on its own.

What if a client does not know their time of birth?

Offer two options in your intake: time of birth known and time of birth unknown. If it is unknown, explain in advance that lines and Authority are uncertain and that the session will therefore remain broader.

Can I use this process for group programmes?

Yes. For groups, add an extra email introducing the other group members and, optionally, a shared document listing everyone's Type (with consent).

Does this work for clients who have never heard of Human Design?

Very well. Give more attention to the context in the welcome email; link to one beginner article on whatismyhumandesign.org rather than five.