The New Client Welcome Onboarding Packet is a beautifully designed template that is perfect for coaches, consultants, social media managers, virtual assistants, realtors, project managers, bookkeepers/accountants, financial advisors, headhunters, personal trainers, and other service-based businesses.
Calling all service-based business owners: So you’ve just signed a new client (yay!) — now what?
- Do you go back and forth between emails working out the details of how you’ll work together?
- Are you and your client on the same page?
Is there confusion in terms of your client process, the project scope, remaining payments, or meeting deadlines — even if you have a signed contract already?
Start your new client relationship the right way by providing a thorough, professional, and friendly new client onboarding customer-focused experience that is sure to help you stand out from the crowd.
When you use my tried and true client onboarding template system you can…
- Give new clients a great first impression of your business.
- Build stronger client relationships right out of the gate.
- Provide a winning client experience that makes them want to come back again and again because they know you care and it shows.
- Ensure that every new client gets the VIP treatment and attention they deserve by using my proven new client onboarding template system to help you and/or your team get things off on the right foot.
- Set boundaries so that your clients know what to expect and you don’t lose your mind.
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Have you ever had buyer’s remorse after signing up to work with someone, when it took them too long to send you a welcome email or your materials to get started?
I know I sure have and it really makes you doubt if you maybe you did not make the right decision.
It can seem daunting sometimes, especially if the whole business operations thing is not necessarily your strong suit.
And don’t forget about setting those boundaries and expectations too!
Here’s the thing, having a Client Onboarding strategy that works for you and your business is key to help you alleviate that feeling and set your boundaries, and manage client expectations our proprietary Client Welcome Packet Onboarding System and Template will help you do all that and more!
You know that making the sale is one thing but making it stick is entirely another thing. Do you know what I mean?
You know that making a good first impression and setting your new clients’ minds at ease is key to starting off a great relationship.
Think of it as a done for you client onboarding kit that you could use to:
Show off your skills to prospective clients with Services/What We Offer pages, Testimonial pages, Proposals, and more
Wow your new client and show off your organizational skills
Properly thank and welcome your new client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage your client expectations
Outline all the important details in a clear and organized way so that you and your client are on the same page
Provide an excellent client experience right from the beginning
Save time, energy, and money with these client onboarding templates
Includes my proprietary Client Welcome Onboarding System
Quick and easy to edit using Google Slides, available FREE with any FREE Google Account
Comes with a FREE video tutorial to show you how to easily customize the entire client onboarding kit in a few clicks with Google Slides
Reusable for multiple clients
Print Size: US letter (8 1/2 x 11)
HERE’S WHAT YOU’LL GET
This Client Welcome Packet Template includes 47 Pages of Fully Customizable Pages in Google Slides that you can easily print to PDF for your clients. Including…
- 2 Workbook Kit Covers
- 1 Welcome Letter Page
- 1 About Me/The Team
- 1 Mission + Vision Page
- 1 What Others Say/Testimonials Page
- 1 Contact Info Page
- 2 What We Offer Pages
- 2 Proposal Template Pages
- 2 Scope of Work Pages
- 2 The Process Pages
- 2 What I/We Need From You Pages
- 2 What You’ll Get Pages
- 2 Your Accountability Pages
- 2 My/Our Accountability Pages
- 2 Timeline Pages
- 1 Important Dates Page
- 2 Next Steps Pages
- 1 How We’ll Communicate Page
- 1 Invoice Page
- 1 Payment Agreement Page
- 1 Terms and Conditions Page
- 1 Frequently Asked Questions Page
- 1 New Client Checklist Page
- 1 Client Intake Form Page
- 1 Tools and Resources Page
- 1 Sample Agreement Page
- Bonus: Client Attraction Cheatsheet
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A Quick View of How to Easily Customize The Templates in Google Slides
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Who’s Kim and Why Buy This Client Onboarding Welcome Kit Template from her?
Hey there lovely, I’m so glad you asked, I know there are many folks who may offer these Client Onboarding Templates, they are very popular, and folks love buying templates, I know I sure do as they save time, money, and energy. I have developed these templates based on my 12+ years online working with online service-based business owners behind the scenes as well as in my own business.
You see, I have helped a multitude of 5+, 6+ and 7+ figure biz owners actually implement systems into their business, so this system is based on my success with these clients and not based on theory or a rehash of other people’s teachings that I am trying to pass off to work. I know beyond a shadow of a doubt that this system works, and it works for a multitude of business types and if you implement it, it can work for you too.
Back in the day, I used to actually work behind the scenes in 7+ figure online businesses first as a Virtual Assistant (VA) and then as an Online Business Manager (OBM) and then as a multi-firm VA/OBM agency helping countless 6+ and 7+ figure online business owners with this same system framework that is included in these Client Onboarding Templates Kit so I know first hand that this stuff works.
Still, have questions? click here to contact us and we will be happy to answer any questions you may have 🙂
*Due to the heavily discounted nature of this offer, all sales are final.
** Please note, this is a downloadable digital product this is not a physical product, your template will be delivered to you via email so make sure you use a valid email address. If you have problems accessing the confirmation email please email my team at hey[@]RockYourLimits.com for help!
Please note: I am not a lawyer. Nothing in this product and/or any product service or information found on this website or offered by Rock Your Limits should be taken as legal advice
Legal Information – Every effort has been made to accurately represent our program and its potential. Any claims made of actual earnings or examples of actual results can be verified upon request. The testimonials and examples used are exceptional results, don’t apply to the average attendee/purchaser and are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on his or her background, dedication, desire, and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.