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Client Onboarding Kit

The New Client Onboarding Kit comes with templates and checklists to help you feel organized and confident when taking on a new client.

$37.00

What’s Included?
  • Client Onboarding Questionnaire Questions: Important questions you don’t want to forget to ask when onboarding a new client.
  • Copy-and-Paste Client Onboarding Checklist: Gather everything you need from your new client to ensure a successful work relationship and be sure to hand over any info they may need from you to avoid the constant back and forth so you can focus on the work at hand.
  • Personal Client Brief & Info Template: 
  • Welcome Email Template for New Clients: Be ready to welcome your new client and share everything from how you work to how you like to communicate.
  • Post-New Client Kick-off Call Checklist: After you’ve had your kick-off call use this list to help you organize your client information before you start working.
  • First 30-Day Plan for New Client Template: Imagine sending your new client a 30-day plan of what you will be working on and what you will need to be successful – leave nothing up to chance and make sure you are both on the same page. Your new client will be totally impressed.
  • Freelancer Contract Template:  Drawn up by a lawyer this is the contract I use with my freelance clients. It even included simple explanations so that you know what you are sending your new client.
  • Freelancer NDA Checklist: This helpful checklist will guide you as you read any contracts you have from your new client. Making sure you understand it before you sign it.
  • New Client Welcome Packet Template: I love the extra value this Google Slides Welcome Packet gives. This will establish some expectations and help you both be on the same page before signing the contract. Completely customizable to your business’s brand.

Description

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.

  • Client Onboarding Questionnaire Questions: Important questions you don’t want to forget to ask when onboarding a new client.
  • Copy-and-Paste Client Onboarding Checklist: Gather everything you need from your new client to ensure a successful work relationship and be sure to hand over any info they may need from you to avoid the constant back and forth so you can focus on the work at hand.
  • Personal Client Brief & Info Template: 
  • Welcome Email Template for New Clients: Be ready to welcome your new client and share everything from how you work to how you like to communicate.
  • Post-New Client Kick-off Call Checklist: After you’ve had your kick-off call use this list to help you organize your client information before you start working.
  • First 30-Day Plan for New Client Template: Imagine sending your new client a 30-day plan of what you will be working on and what you will need to be successful – leave nothing up to chance and make sure you are both on the same page. Your new client will be totally impressed.
  • Freelancer Contract Template:  Drawn up by a lawyer this is the contract I use with my freelance clients. It even included simple explanations so that you know what you are sending your new client.
  • Freelancer NDA Checklist: This helpful checklist will guide you as you read any contracts you have from your new client. Making sure you understand it before you sign it.
  • New Client Welcome Packet Template: I love the extra value this Google Slides Welcome Packet gives. This will establish some expectations and help you both be on the same page before signing the contract. Completely customizable to your business’s brand.

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!

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The DBM Bootcamp® is an 8-12 week Bootcamp that trains you to plan & manage digital projects, run remote teams, optimize business systems and scale digital businesses alongside entrepreneurs and business owners

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