Client Onboarding Kit (Custom Build)

A plug-and-play onboarding system tailored to your business and client journey.

What’s Included:

• Welcome email template

• Custom onboarding checklist (Notion, Google Docs, or PDF)

• Intake form (via Google Forms or Typeform)

• Suggested automation flow (Zapier/CRM)

Delivery Time: 5 business days
Great For: Service providers and agencies onboarding new clients