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For the next 20 minutes, you can get 50% off the Client Onboarding Template
You've signed the client...
Now what?!
It's time to wow your clients with a beautiful Client Onboarding Pack
You've gone through all the hard work of finding potential clients, pitching your services, and having a discovery call...and they said a big, enthusiastic "YES!" to working with you.
So you're currently doing your happy dance and celebrating your big win! But what happens next?
There's a LOT of information that you want to get over to your new client.
You want to look professional and don't want to forget any key information - everyone dreads hitting send on an email, only to realise that you missed three things out of it and now need to send a follow-up email, especially when you've literally just started working together!
There is a super simple solution to this!
Introducing...
The Client Onboarding Pack Template
Start your working relationship off on the right foot with a client onboarding pack that will streamline the on-boarding process for optimum efficiency and professionalism.
Wow your clients from the word go!
What is a client onboarding pack?
A client onboarding pack is a document you send to your new clients that outlines everything they need to know about working with you.
It's the perfect way to thank them for choosing you, let them know how you work, as well as set boundaries with them from day one!
You can also include a list of things you need from the client e.g. sharing passwords, sending you branding docs etc. to ensure that you have everything you need to start working with them.
Imagine being able to send your new client an onboarding pack with everything they need to know about working with you, within just a few minutes of them confirming they want to work with you!
With a client onboarding pack you can...
- Welcome your client with a personal note.
- Explain who works on your team + what roles they have.
- Share important links e.g. their client portal, your project management tool, shared Google Drive folders etc.
- Detail the best ways to get in touch with you
- Outline your working hours + task turnaround time.
- Explain what happens when you go on vacation or need to take sick days.
- Remind them of the types of tasks you are contracted to do, as well as what other tasks you are able to do.
- Invite them to your client referral program.
- Outline the scope of the project (+ reduce scope creep).
- Give a detailed overview of the project, broken down into phases with deadlines for each phase.
- Provide a project budget if needed.
- Tell your client exactly what you need from them to get started e.g. brand guidelines, passwords, access to shared documents etc. AND set a deadline for them to give you this (make sure the project starts on time!!)
- Answer frequently asked questions (+ reduce the number of emails in your inbox).
- Provide a summary of your other services just in case they want to work with you on something else OR want to refer someone to you.
- Curate a list of business tools + resources you love to help your client make decisions (perfect place to include affiliate links too - don't forget to disclose them though).
rIGHT NOW YOU...
- Send something different to each new client you sign.
- Spend hours trawling through sent emails trying to find important client info.
- Don't have firm boundaries with your clients around working hours.
- Welcome your clients with a basic email that often has things missing!
WITH THIS TEMPLATE YOU...
- Will always know what you need to send to new clients (hint: it's this!)
- Can create a beautiful AND useful doc in a matter of minutes.
- Will have your boundaries set out in writing from day one.
- Will wow your new clients with how organised you are!
Imagine receiving messages like these within minutes of sending your welcome email:
Yes! I'm ready to create an amazing onboarding pack for my clients!
How does the template work?
1. Add the templates to your Canva account - you'll receive a link to add the templates to your account once you complete your purchase.
2. Edit the colours, fonts, images etc. to match your brand & add your "business as usual" content (the stuff that will stay the same no matter what).
3. Tailor the content to each individual client before sending out (it takes 2 mins!)
Here's what you'll get...
Once your purchase is complete, you'll get access to two versions of the template - one is for general service-based businesses and the other is for coaches. Each one includes:
- Access to the editable template in Canva
- 1x Cover Page
- 1x Table of Contents Page - Let your clients know what's in the document and where to find things
- 1x Welcome Message Page
- 1x Meet the Team Page
- 6x Working with Us/What to Expect Pages - Set your clients' expectations and establish your boundaries
- 4x Project Details Pages - Give a detailed outline of the project, including timelines and phases
- 1x Project Budget Page
- 2x Client Homework Pages - Kickstart the project with everything you need from your client!
- 1x Project Budget Page
- 1x FAQs Page
- 1x Summary of Services Offered Page
- 1x Useful Resources Page
- 1x Contact Info Page
- Change the fonts, colours, and images to match your branding
- Lifetime updates
Say goodbye to...
A client onboarding pack is a document you send to your new clients that outlines everything they need to know about working with you.
It's the perfect way to thank them for choosing you, let them know how you work, as well as set boundaries with them from day one!
You can also include a list of things you need from the client e.g. sharing passwords, sending you branding docs etc. to ensure that you have everything you need to start working with them.
- Signing a client and both of you wondering what happens next.
- 100's of back-and-forth emails before you can even start a project (meaning you're behind schedule before you've even started!)
- Miscommunication on either end - you both know who is doing what, when + where.
- Unfulfilled expectations + broken boundaries, usually followed by slightly awkward conversations!
- Feeling out of control when you start working with someone new.
Hey there, I'm Dani!
I’m a systems and ops strategist, VA/OBM, a coach for mums in business, and multi-passionate business owner.
Over the last 8 years I've worked with 70+ clients - both long-term, monthly VA clients + short-term project-based clients.
When I first started out, my client onboarding was scattered, lots of emails back + forth, even a few emails admitting that I didn't have everything I needed to start work.
I started to list out things in my initial email to clients but they became so long + messy looking that I knew I needed another way of getting all of this essential info to the client...that's where the client welcome pack came into play!
And it's been a gamechanger! Honestly, I feel kinda smug when I send them out to new clients now, like "Yeah, I'm a pro. I know what I'm doing. You made the right choice!"
Get instant access to the Client Offboarding Pack Template now!
Frequently Asked Questions
The template is created in Canva. You will receive a link that adds the template to your Canva account where you can edit the colours, fonts, images, and pretty much everything else to match your branding and your business needs.
Once you have edited the templates, you can export from Canva as a PDF to share with your client(s).
The template is not available in any other format right now.
Once you have added the templates to your own Canva account, you have access to them forever! You’ll also get access to updates I make to the templates (for freeeeee!) – I’ll send you an email to let you know when this happens.
No.
You can edit the templates and send to your clients as many times as you want or need to but you cannot sell the templates (either as a templates or as a finished document)
No. Due to the digital and downloadable nature of this product, we don’t offer refunds.
Email us at contact@organiseandgrow.com or use the chat box in the bottom right – we’re happy to answer any questions you may have.