Client Onboarding Toolkit

✨ The Ultimate Client Onboarding Toolkit ✨

Streamline your process. Impress your clients. Save hours every week.

If you’re a social media manager, freelancer, or VA who’s tired of scrambling every time you land a new client — this is for YOU.
This toolkit gives you everything you need to onboard clients professionally and confidently from Day 1. Whether you're just starting out or ready to scale, it’s the plug-and-play system your business needs.

💼 What’s Inside:

• 📩 Editable Welcome Email Template
• 📄 Branded Client Intake Form
• 📋 Professional Welcome Package Template
• ✅ Onboarding Checklist to keep you organized
• 🧭 Step-by-step Onboarding Workflow Guide
• 💬 Bonus: Client Communication & Boundaries Script
• ✨ Fully customizable in Canva — make it YOURS!

👏 Perfect For:

• New or growing Social Media Managers
• Busy Virtual Assistants juggling multiple clients
• Freelancers who want to appear more polished
• Small agency owners building repeatable systems
• Side hustlers & moms in business needing done-for-you solutions
• Anyone who wants to elevate their client experience without burning out

💡 Why You’ll Love It:

This isn’t just a template pack — it’s a time-saving system designed to help you:
✔ Onboard clients smoothly
✔ Look professional from the start
✔ Set clear expectations & boundaries
✔ Create a streamlined, branded client experience
✔ Save HOURS of admin time every month

📎 Format:

• Fully editable in Canva
• Instant digital download (PDF with template links)
• Easy to follow, even if you're just starting out!
• Once purchased, you'll be able to access your Canva template. Please make a copy to your own Canva account before editing.

🎉 Ready to level up your client onboarding?
Grab your copy now and onboard like a pro — without the stress.