Client Onboarding Guide Template

Description

Sick of typing out ALL the things each client needs to do when they start working with you in email?

Put it all into this simple onboarding guide that you can send to every client manually, attach it in an automated email sequence or even send it on good old FB Messenger if you have to

This ensures that you never miss a step in the process with your clients making the experience seamless and simple – HELLO GREAT REVIEWS!

This template is fully editable in Canva and can be customized to your brand

Here is a snapshot below (the full document is 12 pages this is just a few)