Client Onboarding Package

These templates should empower business owners at every stage, whether you're just starting or looking to elevate your onboarding process to the next level. Inside, you'll find professionally crafted templates to position yourself as a sought-after creative professional.

What You’re Getting:

A premium onboarding experience that builds trust and engagement from day one.

• Contract Template that safeguards your work and boundaries.

• Welcome Doc Template that clearly outlines expectations and next steps.

• Reporting & KPI Template dashboard to track performance, progress, and show clients results at a glance.

• CRM system to manage leads, clients, and projects with clarity and control.

• Client Portal for clear communication, updates, and file sharing.

Immediately after purchasing, you’ll download a pdf with the link to the Notion template. After following the link, you can duplicate the package into your own Notion workspace and start using it right away. You will also receive an email with the pdf attached. It’s quick, seamless, and designed to get you up and running with minimal effort.