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2025 Update! Give your clients an exceptional experience with our 30 in 1 Full Business Client Onboarding Starter Kit! This comprehensive business tool comes with everything you need to get started!
With the full business bundle, you'll be equipped with everything you need to attract and onboard new clients, communicate effectively, and deliver exceptional service.
Everything has been designed to be professional, modern, and customizable to fit your brand. Included in the kit are 28 essential items to help you simplify your process, enhance your branding, and optimize your communication with clients.
✅ WHAT'S INCLUDED:
This step-by-step kit includes:
ONBOARDING WELCOME PACKAGE,
PROJECT PROPOSAL,
NEW CLIENT QUESTIONNAIRE,
SERVICE & PRICING GUIDE,
CLIENT FORMS,
NEW CLIENT DISCOVERY CALL GUIDE (Canva & Google docs),
SOCIAL MEDIA AUDIT,
PRE-WRITTEN EMAIL TEMPLATES (Canva & Google docs),
INVOICE,
SOCIAL MEDIA REPORT,
SOCIAL MEDIA AUDIT FORM,
CLIENT SLIDE PRESENTATION,
EMAIL SIGNATURE TEMPLATES,
CLIENT FORM (Google Docs),
FINANCE TRACKER,
CLIENT PROGRESS FORM,
CLIENT BUSINESS OVERVIEW FORM,
PLANNER WORKBOOK,
WEBSITE TEMPLATE,
INSTAGRAM POSTS,
INSTAGRAM REEL COVERS,
INSTAGRAM STORY POSTS,
MOBILE CLIENT ONBOARDING,
MOBILE SERVICE & PRICING,
MOBILE CLIENT FORM,
MOBILE PROJECT PROPOSAL,
CLIENT OFFBOARDING.
✨ NOTE: This bundle of templates contains done-for-you, pre-written sections! Just personalize to fit your specific business ✨
(Everything has been designed to work together and create the perfect flow!)
This was also designed for: business coaches, freelancers, virtual assistants, social media managers, personal assistants, bookkeepers, independent contractors, UGC creators, Photographers, Wedding Coordinators and all other client based businesses!
Say goodbye to the stress and frustration of creating templates from scratch, and hello to more time and freedom to grow your business!
➡️ This Canva template is the perfect business tool to save you time and streamline your workflow to focus on your clients!
Easily edit and personalize by changing images, fonts, colors and rearrange elements.
The template can be customized using a FREE Canva account.
✨ HOW IT WORKS:
1. You will need to have a Canva account to access the template files.
You can sign up for Canva here: Canva.com
2. After your purchase, you will receive a download PDF file. You can also find the PDF file from your Etsy account under purchases.
3. The PDF file will have the links to access the Canva templates.
4. After you have opened the Canva template links, you can easily edit the templates by changing colors, fonts, pages, descriptions and images.
✨ IMPORTANT INFO:
You must have a Canva account to access and use the templates. All of the templates can be used with a FREE Canva account.
You can sign up for Canva here: Canva.com
You will receive an instant download after purchasing. You will see a download PDF file link or can be found in the purchase section of your Etsy account.
The PDF file will have links to access the Canva Templates.
Images shown are for demo purposes only. I do not have licensing for the images. Therefore, the template files do not come with images. You can easily add your own photos and images in Canva to the templates.
NOTE: The written material of the contracts and forms are for sample purposes only. Please insert your own clauses and conditions that suit your business. I do not guarantee the accuracy, completeness, or usefulness of any information provided on the contract and form templates and make no representations or warranties of any kind, express or implied, with respect to the information provided. It is strongly advised to review with your legal advisor.
The templates are for your personal and business use only and cannot be used to redistribute or sold.
REFUNDS/ EXCHANGES:
Due to the nature of the product I cannot offer any refunds or exchanges. If you have any questions or problems please contact me on Etsy and I will help you out.
Save on Full Business Starter Kit 30 in 1 Business Coach Tools, Templates for Client Onboarding, Virtual Assistant, Bookkeeper, Freelancers, SMM, VA with a Etsy discount code
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