I will provide a seamless client onboarding template pack

Feeling overwhelmed with onboarding new clients? Don't sweat it, I've got your back!

With these client onboarding forms and templates, you'll create a smooth and professional onboarding experience for your clients.

These client onboarding templates are highly editable in Canva and Google Docs and will help you make the best first impression with our astounding onboarding process and templates.

Here's what's included:

Aesthetic Canva Client onboarding templates

• Client Welcome Packet
• Client Questionnaire Template
• Pricing and services guide
• Invoice Template
• Thank you card
• Gift Voucher

Plus 17 Plug and Play client onboarding scripts in Google docs

1. Welcome letter
2. Client Intake Form
3. Service Contract
4. Invoice
5. Code of Ethics
6. "How Coaching with me works" email
7. "Holding you accountable" email
8. Pre-call form
9. Client call notes
10. Confidentiality Agreement
11. Payment arrangement
12. Progress Report
13. Feedback Survey
14. Monthly review
15. Business goals worksheet
16. Client Testimonial Request
17. My Coaching History

Say goodbye to the stress of onboarding and hello to a seamless and professional experience for your clients.

You can request a preview of this client onboarding template pack by sending me a DM