New Client Welcome Onboarding Packet is a beautifully designed template that is perfect for coaches/consultants, social media managers, virtual assistants, realtors, project managers, event planners, bookkeepers/accountants, financial advisors, headhunters, personal trainers, and other service-based businesses. 

Calling all service-based business owners: What do you do once a client books your services?

• 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?

If you think this is an area you could improve on, then our proprietary Client Welcome Packet Onboarding System and Template is for you!

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 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

Instant Download for only $37

A Quick View of How to Easily Customize The Templates in Google Slides