Client Onboarding Packet
Client Onboarding Packet
WHAT THIS IS: Looking for better ways to serve, educate and delight your clients? Show your clients the level of excellence you can provide them from the moment you meet! Create a client experience that is professional, thoughtfully curated and unique to you and your business with these templates!
WHY YOU NEED THIS: We all want to give our clients that A+ experience but we can’t do that without a well planned and organized onboarding process. This client onboarding packet will walk you through the onboarding essentials that will elevate your business and provide the structure you need!
TEMPLATE INCLUDES:
3 Editable/Customizable Welcome Packet Title Page Template Options
Fully Editable/Customizable Business Templates:
Table Of Contents
Welcome Page
About
Core Values
Meet Our Team
Summary Of Services
Communication (When & How you will communicate with your clients)
Design Process Expectations
Product Layout
Design Process Timeline (Dates/Times For Next Steps In Your Process)
Payment Schedule
Frequently Asked Questions
Floral Checklist
5 Floral Designs To Consider For Wedding Decor
Design Checklist
Vendor Love
Client’s Next Steps
Business End Page
