Automate Onboarding- New Client Welcome Package Bundle

Onboarding new clients shouldn’t be more difficult than it already is.

Save time with endless back and forth emails asking for details pertaining to the next steps, your preference in communication, and all other 1,000(+) questions. Having a ready-made onboarding package makes it easy to set clear standards and expectations. A central location that gives all aspects of your client working relationship.

This bundle makes welcoming new clients a painless process. Enjoy having more freedom and energy to do the things you love while onboarding clients on the go. No need to spin your wheels on what to include in this bundle either, as customizing this to your specific business will be a given since instructions are outlined on each page on how to optimize for a seamless process.

Use this as a template for any future e-books or price guide.