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Client Onboarding Kit – Done-for-You Templates (Editable Templates | PPTX + PDF + Email Scripts + Canva)
🎯 Look professional. Save time.
Onboard clients with confidence.
This all-in-one Client Onboarding Kit gives you everything you need to deliver a smooth, high-end onboarding experience — with beautifully designed templates you can edit and send in minutes.
Perfect for freelancers, virtual assistants, service providers, designers, and online business owners.
🔻 Choose Your Version
✅ Lite Edition (Default – $19)
Everything you need to get started:
- Welcome Packet (Editable PPTX + PDF)
- Client Onboarding Checklist (Editable PPTX + PDF)
- 1 Basic Email Template for each scenario
- Easy-to-follow Instructions
🌟 Full Edition (+$20)
Upgrade to Full and get:
- Everything in Lite
- Full Email Template Kit (5 variations per scenario)
- Canva Template Links for branding
- Polished PDF versions ready to send
💼 Bundle Edition (+$55)
Unlock the full client experience system:
- Everything in Full
- Client Proposal Template (DOCX)
- Client Intake Form (DOCX)
- Project Timeline Template (XLSX)
- Invoice Template (XLSX)
- Contract Clause Cheat Sheet (DOCX)
- Conflict Email Scripts (DOCX)
🛠️ How to Use
- Edit in PowerPoint, Word, Excel, or Canva
- Customize with your brand colors, logo, and text
- Download and send — you're ready to impress
💡 Whether you're just starting or scaling, there's a version for you.
Pick the one that fits your business needs — and wow your next client from day one.
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