Client Onboarding Pack for Business Owners

    • Client Onboarding Pack

    $29.00

    Say goodbye to scattered emails, missing forms, and onboarding chaos—and say hello to an organized, elevated workflow that makes your clients feel supported every step of the way.

    The Client Onboarding Pack is your complete system for creating a smooth, professional, and stress-free experience from the moment someone says, “I’m in!” to the official project kickoff.

    Think of it as your simplified all-in-one folder with everything you need to stay organized while giving your clients the red-carpet treatment they’ll rave about.

    This template helps you ditch the chaos of bringing on new clients. It helps you provice an onboarding process that feels as smooth and elevated as your actual service.

    This Client Onboarding Pack is for the business owner who’s ready to stop winging it. Perfect for coaches, service-based pros, and creatives.

    • A fully customizable client welcome packet to wow them right from the start
    • A client contract to protect your business and set clear boundaries
    • Done-for-you lead-closing-to-onboarding emails to guide your new clients step-by-step
    • A detailed client questionnaire to get all the info you need upfront
    • A client profiling sheet to keep everything organized in one place

    1. What is the format of this template?

    This template is in a Google Docs format and the Welcome Packet in a Canva template. All housed within a Google Drive folder.

    2. Is this pack beginner-friendly?

    Yes! Even if you’ve never created an onboarding process before, this pack has what you need to onboard your next client smoothly and finally feel in control.

    3. Will this template work for any niche?

    Yes. The Client Onboarding Pack is perfect for any niche with only minimal customization required.

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    IT’S TIME TO…

    Make your onboarding process a VIP experience

    Your onboarding experience sets the tone for your entire client relationship—and this pack helps you make it unforgettable. you’ll be able to:

    • Streamline your entire onboarding process from contract to kickoff.
    • Impress clients with materials that scream “I’m a total pro,” even if you’re a one-person team.
    • Feel confident, organized, and totally in control.
    • Set clear boundaries and expectations—without the awkwardness
    • Create a smooth, repeatable process that makes onboarding feel effortless.

    Say YES to a stress-free client onoarding process

    No more scrambling to find your welcome email, piecing together contracts, or forgetting to send key details. This pack has everything you need to onboard clients with confidence and ease.

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    Why This Works

    Most templates and DIY solutions are either too generic or too complicated. Every product from the SO Shop hits the sweet spot:

    Proven Psychology

    As a conversion copywriter, I make sure my templates follow behavioral triggers and conversion touchpoints that are proven to work.

    Easy Customization

    The template is structured so you can plug in your own stories, products, and personality without starting from scratch.

    Beginner-Friendly

    Even if you’ve never written a single piece of copy or email campaign before, this resource will make it reidiculously easy for you.

    BUT WHY SHOULD YOU TAKE ME SERIOUSLY?

    Hi, I’m Sally—Your Resident Sales Funnel Strategist & Copywriter

    I help creatives and entrepreneurs turn their ideas into simplified, client-attracting machines on autopilot.

    After 5+ years in the marketing trenches, 50+ happy clients, and an ADHD brain that just needs system to thrive, I’m all about bringing structure to the chaos.

    Every template, prompt, and strategy I create is designed to keep things simplified, strategic, and high-impact. Because your time is better spent creating, not overthinking your business.

    MORE ABOUT ME
    Website Copywriting Services for Small Businesses