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The Client Onboarding Toolkit


22 Email Templates for you to literally copy, paste & fill-in-the-blanks so you always know exactly what to say to your clients (whether it's responding to an enquiry, sending contracts & invoices or following up on late payments etc)

3 Sample Workflows, to show you how simple & straight to the point your onboarding process should be (perfect for copying into your CRM like Dubsado etc!)

Bonus Resources, including my favourite software & tools to help you start onboarding your clients more efficiently, without making things complicated at all!

  • Total payment
  • 1xThe Client Onboarding Toolkit$97

All prices in USD