Welcome every new client smoothly with a simple, repeatable onboarding process.
What's included:
How to use this kit
Welcome letter template
What to Expect: our process page
Client intake questionnaire (2 pages)
Service agreement checklist
Payment and policies page
Communication guidelines
Project kickoff checklist
Client check in and feedback form
Offboarding and review request page
Format: 13 page fillable PDF plus an editable Word version. Instant download. Templates are for general use and are not legal advice; have an attorney review any contracts.
Want it done for you? Add Custom Branding (+$149) and we personalize it with your logo, brand colors and business details, delivered in about 1 week.
Bonus: every purchase includes a FREE 20 minute social media consultation with Queen Bee Digital Media. Your booking link arrives in your download email.
Welcome every new client smoothly with a simple, repeatable onboarding process.
What's included:
How to use this kit
Welcome letter template
What to Expect: our process page
Client intake questionnaire (2 pages)
Service agreement checklist
Payment and policies page
Communication guidelines
Project kickoff checklist
Client check in and feedback form
Offboarding and review request page
Format: 13 page fillable PDF plus an editable Word version. Instant download. Templates are for general use and are not legal advice; have an attorney review any contracts.
Want it done for you? Add Custom Branding (+$149) and we personalize it with your logo, brand colors and business details, delivered in about 1 week.
Bonus: every purchase includes a FREE 20 minute social media consultation with Queen Bee Digital Media. Your booking link arrives in your download email.
