Client Onboarding Bundle

This is the ultimate client onboarding bundle! It has everything you need for a seamless, organised and professional process where you can guide clients from start to finish. Grab important details with a client intake form, set up a discovery call, and then send out a client proposal, welcome pack and contract.
 
You can also easily track the client onboarding process with an in depth Google Sheets document, where you can see what stage a client is at a glance and then track their monthly actionables.
 
There are 8 documents included. You can purchase the listings individually or as a bundle to save time, money and get started right away.
 
Who is it for:
✨ Social media managers
✨ Virtual assistants 
✨ Business coaches
✨ UGC creators
 
✨Bonus✨
Canva tutorial to get you familiar with the program.