Client Onboarding Bundle
This is the ultimate client onboarding bundle! It has everything you need for a seamless, organised and professional process where you can guide clients from start to finish. Grab important details with a client intake form, set up a discovery call, and then send out a client proposal, welcome pack and contract.
You can also easily track the client onboarding process with an in depth Google Sheets document, where you can see what stage a client is at a glance and then track their monthly actionables.
There are 8 documents included. You can purchase the listings individually or as a bundle to save time, money and get started right away.
Who is it for:
✨ Social media managers
✨ Virtual assistants
✨ Business coaches
✨ UGC creators
✨Bonus✨
Canva tutorial to get you familiar with the program.
Please note:
- Due to the nature of digital products, no refunds are available. You can reach out with any questions before or after your purchase.
- These templates are designed in Canva and use free elements. On occasion, Canva may remove an element from free to paid. In this case, the template will be updated as soon as I can with the free elements. In the meantime, you can still use the original template but without replacing the paid element, you will have to pay to download the design.
