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$19.99

Client Onboarding Kit – Done-for-You Templates (Editable Templates | PPTX + PDF + Email Scripts + Canva)

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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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