Client Onboarding Kit (Editable Templates)

Your downloadable pack includes a full suite of editable documents:

• 📨 Welcome Guide Template – set expectations and introduce your business

• 🧭 Next Steps Guide Template – outline the process after sign-up

• 📝 Client Intake Form Template – collect essential information from new clients

• ✅ Project Kick-Off Checklist (Client & Business) – ensure nothing is missed before starting

• 🤝 Client Communication Guide – outline your working hours, response times, and contact methods

• 📅 Timeline & Milestones Template – clearly communicate project stages and deliverables

• 💬 Feedback & Review Form – capture client satisfaction at project end

⚙️ Product Features

• Fully editable Microsoft Word (.docx) templates

• Clean, modern design for professional presentation

• Ready-to-brand with your logo, colours, and business details

• Ideal for VAs, agencies, freelancers, and consultants

• Instant digital download upon purchase

🎯 Benefits

• Save hours creating your own client onboarding system

• Deliver a polished, consistent experience every time

• Build client trust and set clear expectations from day one

• Reduce confusion and avoid missed steps before project kickoff

• Present your business as organised, professional, and reliable

📥 How It Works

1. Add the product to your cart and complete checkout.

2. Instantly download your editable onboarding templates.

3. Customise each document with your business details.

4. Use them for every new client, over and over again!

🧡 Perfect For

✔ Virtual Assistants
✔ Coaches & Consultants
✔ Service Providers
✔ Freelancers
✔ Small Business Owners

⚠️ Please Note

• This is a digital product, no physical items will be shipped.

• Templates are delivered in Microsoft Word (.docx) format.

• Due to the nature of digital downloads, all sales are final.