This pack is best for coaches, virtual assistant, social media managers and other service providers!
Who Wants to streamline their onboarding and offboarding process.
So you landed your dream client, what's next?
Now send your client proper details and ask questions for more clearity but how?
By Sending dozen of emails 😂
Say big nooooo to this then call yeah it's a best way to onboard a new client but one call is ok to understand every process ?
Not at all then what??????
Then this "CLIENT PACK" plays a very important role?
A document which provide full details clearly and professionally!
This will make your client's experience authentic and memorable !
What's include this client pack?
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This is a 36 pages completely customizable document that will help you level up your client experience and set expectations for the project. This welcome guide is one of the best ways to expedite the onboarding process thoroughly so you can dive straight into the work. Personal touches and a heartfelt thank you are what’s going to assure your client that you’re the right person for the job and solidify their trust in you as an expert.
WHAT PAGES ARE INCLUDED :
✔️ Cover page
✔️ Welcome page
✔️ Your introduction
✔️ Vision & mission
✔️ Team introduction
✔️ Project process
✔️ Case studies
✔️ Contract, agreement and invoice
✔️ Testimonial
✔️ Pricing guide
✔️ Client Questionaire
✔️ Contact info
✔️ next step
They are easy to customise [and will save you HOURS in CANVA].
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Having a streamlined client offboarding experience will make the offboarding process easier for both you and the client! It can take your business to another level by promoting other services, giving your clients a special gift, requesting feedback and testimonials and welcome them to join your referral program or other communities/offers.
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Easily promote your business on social media without spending hours for finding tamplates!
80+ high engaging social media tamplates which will make your content more visual appealing and attract lots of attention!
Katie
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Shikha saved my day! I needed to send a Client Welcome Packet and I didn't have a full, well designed one. Her packet was so complete and had so much great information that I didn't know I needed (but I did!). Thank you so much for creating such an amazing Packet !
SUSAN WALKER
This client packet is going to be so important to my business and really helps to show the full package of my services. I am so thankful for this template because I didn’t even realize I needed all of this! I am sure my clients will appreciate all the information I included in the packet. Thank you!!
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FAQs
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Yes, it's fully organised and editable in canva!
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Yes, if you want to onboard or offboard client professionally and in a organised way then it's best for you!
All the necessary pages are included on need to add extra or if you don't want use any page just delete!
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No, not fully prewritten but not unnecessary text there some pages are prewritten and provide you info what to do next.