The Client Onboarding Kit is my personal all-inclusive toolkit for onboarding new freelance clients.
It comes with the templates and checklists you need to onboard new clients without the stress and overwhelm of figuring out what you need from them and what they need from you in order to make your working relationship a smooth one.
Skip the hours of back and forth with new clients and have everything set and ready to send them with these templates and checklists.
When do I get access?
Almost immediately! Once you complete your purchase, you will get an email with the log-in information to access all the materials.
How long do I have access to this?
How about forever? Lifetime access is included.
Can’t I find this information online for free?
Yes, of course, you can!
You can find everything online nowadays; you can probably find everything you need to know about onboarding a new client online if you want to spend a few hours down the google rabbit hole.
But I created this product for those of you that want to skip the rabbit hole and immediately start onboarding new clients with an organized system.
You’re ready to skip the uncertainty, the back-and-forth, the hesitation – and go straight to getting it done.
Is there a money-back guarantee?
We do not offer a refund policy for this product. Since you get immediate access to everything upon purchase, I can’t offer refunds.
I also purposefully made the information provided worth WAY over $37 to ensure that you are truly getting everything you need out of it and feel you’re getting your money’s worth.
The Client Onboarding Kit is for you if you’re a freelancer, Virtual Assistant, or Digital Business Manager and you want to make sure you have everything covered the next time you take on a new client. This kit is a bundle of the templates that I have used in my own Digital Business Manager career!
There is nothing better than starting off a new client relationship on the right foot with all your “ducks in a row”!
- Break down your onboarding process into a well-organized system. With these templates and checklists, you will save yourself from the overwhelm of trying to remember all the important steps in the onboarding process.
- Impress your new client: You’ll wow your new client with how organized and efficient you are at gathering and communicating all the helpful information you both need to ensure a fruitful working relationship.
- Skip the research rabbit hole. This kit includes the templates and checklists I use when taking on a new client. This way you can save time and focus on the actual client work.
Save the most valuable resource — your TIME! As a BONUS, I’ve included a video lesson on how I use and implement these templates into my onboarding process!