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:
- Purchase the kit
- Access your templates instantly
- Make your own copies
- Customize to your brand
- Start onboarding clients like a pro
CLIENT ONBOARDING KIT
$59.99Price














