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CLIENT ONBOARDING KIT

6 TEMPLATES INCLUDED!

Everything you need to onboard clients smoothly and professionally, every single time. 

 

You'll need Google Forms, Google Docs, Canva, and Notion.

 

WHAT'S INSIDE:

  • Client Intake Form (Google Form): a comprehensive form that gathers everything you need before starting with a client. From brand voice to goal and expectations, this ensures you never miss important details.
  • Contract and Proposal (Google Docs): ready-to-use, customizable contract and proposal to send to your clients.
  • Client Welcome Guide (Canva): a polished, client-facing welcome presentation that sets the tone for your working relationship. It clearly outlines your process, communication expectations, timelines, and next steps.
  • Client Portal Hubs (Notion): my viral Client Portal Hub template to manage each client. Track tasks, content, approvals, meeting notes, and strategy, all in one place.
  • Content Strategy Kickoff (Canva): a professional strategy presentation you can send to clients to outline their content, direction, goals, and growth plan. 

 

HOW IT WORKS:

  1. Purchase the kit
  2. Access your templates instantly
  3. Make your own copies
  4. Customize to your brand
  5. Start onboarding clients like a pro

CLIENT ONBOARDING KIT

$59.99Price
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