Client Onboarding Bundle
The Client Onboarding Bundle is your go-to system for welcoming new clients with clarity, confidence, and ease.
Inside, you'll find the exact onboarding process we use in our own agency, clear, customizable, and client-friendly. No scattered links. This isn’t about overstuffed systems or over-complicating every single step. It’s about setting up workflows that work for you and your clients.
This bundle helps you:
Save hours on onboarding. No more starting from scratch. Use done-for-you templates to guide every new client with ease and speed.
Look and feel like a pro. Deliver a smooth, high-end experience without fancy tools. Show clients they made the right choice from day one.
Lead with clarity and confidence. Every step is mapped out, so you always know what to send, when to send it, and how to guide the process like the expert you are.
What You Get Inside:
Onboarding Checklist & Workflow Guide
A step-by-step breakdown of the exact process to use after a client says yes, complete with pro tips, timing notes, and strategic handoffs.Editable Client Intake Forms
Customizable templates for both service-based and product-based clients. Includes everything you need to gather the right info, avoid back-and-forth, and get started quickly.Welcome Email Scripts
Ready-to-use emails to walk your client through onboarding, with clarity, warmth, and a clear sense of leadership at every step.Kickoff Call Agenda Template
A structure (with scripts) to follow for your first strategy call that sets expectations, builds rapport, and positions you as the expert.Content Feedback Guide
Help your clients give better feedback with a simple, clear framework you can share with them. Tired of endless revisions, disrespectful feedback, or edit requests that leave you more confused? This will stop that. Honestly - this Feedback Guide is worth the price alone, if we do say so ourselves! ;)
The Client Onboarding Bundle is your go-to system for welcoming new clients with clarity, confidence, and ease.
Inside, you'll find the exact onboarding process we use in our own agency, clear, customizable, and client-friendly. No scattered links. This isn’t about overstuffed systems or over-complicating every single step. It’s about setting up workflows that work for you and your clients.
This bundle helps you:
Save hours on onboarding. No more starting from scratch. Use done-for-you templates to guide every new client with ease and speed.
Look and feel like a pro. Deliver a smooth, high-end experience without fancy tools. Show clients they made the right choice from day one.
Lead with clarity and confidence. Every step is mapped out, so you always know what to send, when to send it, and how to guide the process like the expert you are.
What You Get Inside:
Onboarding Checklist & Workflow Guide
A step-by-step breakdown of the exact process to use after a client says yes, complete with pro tips, timing notes, and strategic handoffs.Editable Client Intake Forms
Customizable templates for both service-based and product-based clients. Includes everything you need to gather the right info, avoid back-and-forth, and get started quickly.Welcome Email Scripts
Ready-to-use emails to walk your client through onboarding, with clarity, warmth, and a clear sense of leadership at every step.Kickoff Call Agenda Template
A structure (with scripts) to follow for your first strategy call that sets expectations, builds rapport, and positions you as the expert.Content Feedback Guide
Help your clients give better feedback with a simple, clear framework you can share with them. Tired of endless revisions, disrespectful feedback, or edit requests that leave you more confused? This will stop that. Honestly - this Feedback Guide is worth the price alone, if we do say so ourselves! ;)
The Client Onboarding Bundle is your go-to system for welcoming new clients with clarity, confidence, and ease.
Inside, you'll find the exact onboarding process we use in our own agency, clear, customizable, and client-friendly. No scattered links. This isn’t about overstuffed systems or over-complicating every single step. It’s about setting up workflows that work for you and your clients.
This bundle helps you:
Save hours on onboarding. No more starting from scratch. Use done-for-you templates to guide every new client with ease and speed.
Look and feel like a pro. Deliver a smooth, high-end experience without fancy tools. Show clients they made the right choice from day one.
Lead with clarity and confidence. Every step is mapped out, so you always know what to send, when to send it, and how to guide the process like the expert you are.
What You Get Inside:
Onboarding Checklist & Workflow Guide
A step-by-step breakdown of the exact process to use after a client says yes, complete with pro tips, timing notes, and strategic handoffs.Editable Client Intake Forms
Customizable templates for both service-based and product-based clients. Includes everything you need to gather the right info, avoid back-and-forth, and get started quickly.Welcome Email Scripts
Ready-to-use emails to walk your client through onboarding, with clarity, warmth, and a clear sense of leadership at every step.Kickoff Call Agenda Template
A structure (with scripts) to follow for your first strategy call that sets expectations, builds rapport, and positions you as the expert.Content Feedback Guide
Help your clients give better feedback with a simple, clear framework you can share with them. Tired of endless revisions, disrespectful feedback, or edit requests that leave you more confused? This will stop that. Honestly - this Feedback Guide is worth the price alone, if we do say so ourselves! ;)