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Client Onboarding Template System

$24.99$19.99Save 20%

Automate your client intake and eliminate repetitive setup emails.

Stop spending your first week with every new client on repetitive emails and chasing missing details. This template system captures everything upfront and keeps clients aligned from day one.

You get Google Docs and Sheets templates ready to duplicate and customize in minutes. Each includes a filled example, a one-page Start Here guide, and a 3-minute walkthrough video so you’re live in 20 minutes.

  • Client intake questionnaire (Google Form)
  • Onboarding email sequence templates (Google Docs)
  • Project tracking sheet (Google Sheets)
  • Start Here guide with filled example
  • 3-minute video walkthrough
  • Access to chat support for questions and updates
Frequently asked questions