The Client Onboarding Kit gives you the necessary tools to make sure each client is on-boarded properly, with specific information designed to put them at ease and ensure they have the best first impression of your business.
This kit removes the stress of onboarding new clients without a framework. It makes the process easy and consistent for you.
What’s included in the Client Onboarding Kit:
- Client welcome packet for summarizing the entire process, deliverables, proposal, and next steps to your client.
- 4 Onboarding email templates for inquiry response, follow-up, payment, and client welcome.
- Onboarding brand questionnaire to know more about your client and their needs.
- Brand profiling sheet to see your client’s information and needs, and possible upselling options at a glance.
- Simple service-based contract to safeguard your service offering and payments.
- Tutorial video to show you exactly how to use each of the resources listed above.
With this kit, you can keep all of your onboarding needs in one place and make your workflow seamless for new clients.
Say hello to the streamlined onboarding package that will save you countless hours. Get this Client Onboarding Kit today to provide a hassle-free process for your clients.
FAQs: Client Onboarding Kit
Got questions about the client onboarding kit? I’ve got answers too!
- For how long do I have access to the kit? How does forever sound? Yup, forever!
- Do I need to pay for any tools to use the kit? Nope. You only need a free Canva account to access the client welcome packet
- What formats are the materials in? Editable Canva templates and Google Docs files
- Is the onboarding kit tailored to my brand? If you’re a service-based business, yes. Although depending on the service you provide, the materials might need some minor tweaks which the video tutorial will show you how to do.