Client onboarding template

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients! This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.

If you're a social media manager, it's important to have systems in place. This social media manager client onboarding process will help streamline your client interactions and ensure everyone is on the same page. Having a smooth process means less stress for you and more happy clients! Social media manager checklist, client onboarding checklist, client onboarding template, freelancing.

“Why do you do what you do?”– this is probably one of the hardest and most confusing questions I ask my clients…. And I love it! *evil laugh* You see, all business foundations are built on three levels: (1) WHAT you do, (2) HOW you do it, and (3) WHY you do it. And the […]

Learn how to use Notion to organize and manage client projects, from initial contact to final delivery. Get a step-by-step guide with templates and #Notion_Client_Portal #Client_Tracker #Management_Design #Client_Onboarding

A beautiful, customizable Notion template that helps you create a personalized client portal for your coaching business. The template includes everything you need to get started, including a client onboarding checklist, intake forms, and progress tracking. #Organisation #Notion_Course_Template #Notion_Beginner #Notion_Templets

So you want to clean up your client onboarding process because it’s unorganized right now. You feel like you’re in a total mess, and you KNOW that if you’re feeling confused by your process, so are your clients. You’re in luck, because by the end of this post you will know my ultimate 5 step client onboarding process and you can implement it in your own design business, so that you can stop stressing about every new client you take on and start wowing them instead.