Client Onboarding Toolkit

The first 48 hours with a new client sets the tone for your entire relationship. This toolkit gives you everything you need to onboard clients professionally.

What's Inside:

✅ Welcome Email Templates

• Immediate confirmation

• Intake/preparation emails

• Day-before reminders

• Post-service follow-ups

✅ Client Intake Forms

• New client questionnaire

• Project scope worksheet

• Expectation setting checklist

✅ Automation Scripts

• Zapier/Make templates for auto-sending

• CRM integration guides

• Scheduling system setup

✅ Checklists & SOPs

• Pre-service preparation

• Day-of execution

• Post-service follow-up

Reduce cancellations. Set clear expectations. Turn first-time clients into loyal fans.