Introducing our New Client Onboarding Bundle, the ultimate solution for streamlining your onboarding process and saving you time and energy. Whether you’re a coach, social media manager, virtual assistant, bookkeeper or freelancer these templates have been specifically designed with your needs in mind. With our Social media New Client Onboarding Bundle, you’ll receive a comprehensive set of templates that will take the hassle out of onboarding new clients. Our templates are fully editable on Canva, which means you can customize them to match your branding and personal preferences. Plus, with our instant download feature, you can get started right away!
Social media New Client Onboarding Bundle
Social media New Client Onboarding Bundle includes a variety of templates that cover everything from initial client intake forms to follow-up surveys. You’ll have access to client intake forms, service agreements, payment forms, project timelines, and more. Our templates are designed to be user-friendly and straightforward, ensuring that your clients have a seamless onboarding experience.
Say goodbye to time-consuming onboarding processes and hello to more time for growing your business. With our New Client Onboarding Bundle, you’ll be able to onboard new clients with ease, while also enhancing your social media presence. Don’t wait – download our bundle today and start taking your business to the next level!
𝗬𝗢𝗨 𝗪𝗜𝗟𝗟 𝗥𝗘𝗖𝗘𝗜𝗩𝗘 𝟭𝟬 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀 𝗮𝘀 𝗳𝗼𝗹𝗹𝗼𝘄𝘀:
1.Client Welcome Packet (Canva)
2.New Client Questionnaire (Canva)
3.New Client Questionnaire (docx)
4.Prospecting Worksheet (docx)
5.Your 8 Step Discovery Call Checklist (docx)
6.Buyer Persona Template (docx)
7.Customer Service Responses(docx)
8.Client Contract (Canva)
9.Client Contract Original (PDF)
10.Services & Pricing Portfolio (Canva)
HOW IT WORKS:
Getting started with the Client Onboarding Bundle Template is easy!
𝙁𝙤𝙡𝙡𝙤𝙬 𝙩𝙝𝙚𝙨𝙚 𝙩𝙝𝙧𝙚𝙚 𝙨𝙞𝙢𝙥𝙡𝙚 𝙨𝙩𝙚𝙥𝙨:
𝗣𝗨𝗥𝗖𝗛𝗔𝗦𝗘: Click “Add to Cart” and submit your payment information to complete your order.
𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗: After your purchase, you’ll receive a PDF file with links to the templates and tutorials. You can also access your downloads in your purchase area.
𝗘𝗗𝗜𝗧: Create a free Canva account if you don’t already have one, and then dive into customizing the templates to fit your business and brand. Watch our helpful tutorials to get started on the right foot.
𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝗡𝗢𝗧𝗘: You must have a Canva account to access these templates. If you don’t have an account already, it’s free and easy to sign up – all you need is your name, email address, and a password. Canva also offers a premium version with additional features, but the free version is all you need to use our templates.
With the Client Onboarding Bundle Template, you’ll have everything you need to create stunning presentations and land more clients. Get started today and take your business to the next level!
Photos used are Canva stock images for presentation purposes only and are NOT included with your purchase. Pro elements might appear.
This product is an instant download file. Upon purchase, you will receive PDF download instructions including a link to access your templates.
Your purchase licenses you to use this copyrighted branding template for your personal use only, and cannot be resold or shared. By purchasing this design you agree and are bound to the copyright agreement.
Due to the nature of this product, all sales are final and no refunds can be given. If you have any problems or questions please contact me and I’ll help you resolve it as quickly as possible.