The Admin Studio Client Onboarding Kit
£19.00
The Client Onboarding Kit has been created for freelancers, VAs, social media managers, coaches and service providers who want a smoother, more professional client experience.
Inside this kit you’ll find practical templates, trackers and onboarding tools to help you manage your client journey from enquiry through to offboarding.
Includes:
• onboarding checklist
• client questionnaire
• discovery call notes
• proposal outline
• welcome email template
• workflow tracker
• boundaries & communication guide
• invoice & payment tracker
• offboarding checklist
Perfect for:
• virtual assistants
• freelancers
• social media managers
• service providers
• small business owners
Instant digital download.