I built the onboarding system I use with every client, so nobody is left wondering what happens next. Here's what it includes.
10 templates, from discovery call notes and the proposal to a one-page Operations Snapshot and a First 30 Days plan
8 client emails, one for every stage, starting with the welcome
A short intake form and a tool access checklist for day one
11 step-by-step guides, so each stage runs the same way every time
A Friday summary every week: what's done, what I need from you, and what's next
0 likes · 2 views · Oct 6, 2026
The onboarding system I use with every client. Templates, emails and step-by-step guides that take a new client from signed to settled.
