Done-For-You Client Onboarding Setup

Your entire client onboarding system — set up for you, ready to send.

For coaches, freelancers, VAs, and consultants who want to welcome new clients like an established business — without spending a weekend building it. No calls. No fuss. Fully done for you.

You already know a smooth welcome makes clients trust you from day one. The problem is finding the time to build it. So the welcome email gets written at 11pm. The intake questions live in your head. Something slips through the cracks on the busy weeks and every new client feels like starting from scratch. You don't need another template to figure out. You need it done.

Send me your details, and I'll build your complete onboarding system, customised to your brand, written in your voice, and handed back ready to use with your very next client. It's the whole system, set up for you, so you look polished and organised from the first hello.

What you get:

• A full welcome & onboarding email sequence, four emails written and branded, ready to drop into your inbox or email tool
• A custom client intake form built and ready to share (Google Form or fillable doc, your choice)
• A branded onboarding checklist, your personal run-sheet so nothing slips
• A client welcome guide, the polished document that makes a one-person business look established
• All designed in your brand, your colours, fonts, and logo, matched throughout
• Yours to reuse forever, set up once, use with every client from now on

How it works:

1. You share the details. After you order, I'll send a short form to collect your brand assets and preferences. Ten minutes, done whenever suits you.
2. I build everything. I customise the full system to your brand and voice, all async, no meetings to schedule.
3. You receive it ready to use. Delivered within 5 business days, set up and good to go. One friendly round of tweaks included.

No calls, no back-and-forth, no chasing. Just a finished system in your inbox.

The investment: $249 — your complete onboarding system, done for you.

Everything above, customised to your brand and delivered ready to use: the email sequence, intake form, onboarding checklist, and client welcome guide. One round of tweaks included so it lands exactly right. Prefer to build it yourself? Grab the DIY kit at its current Etsy price (link below) and set it up in an afternoon.

This is perfect if you:

• Run a service business solo and wear every hat
• Want to look established and organised without the overwhelm
• Prefer things handled async, no calls, no scheduling
• Would rather spend your time on client work than admin setup

FAQ

Do we need to hop on a call? Nope. Everything is handled async through a short form and email.

How long does it take? Your finished system is delivered within 5 business days of receiving your details.

What if I want changes? One round of revisions is included, so it lands exactly right.

Do I need any paid software? No. Everything works with free tools you likely already use.

Can I reuse it with every client? Yes, that's the whole point. Set up once, use it forever.

Ready to welcome clients like a pro — without building it yourself?

Order below and I'll be in touch within 24 hours with your quick-start form. Let's get your onboarding sorted.

Prefer to build it yourself? Grab the DIY Client Onboarding Kit at its current Etsy price. It is the same system,

editable in Canva. → https://www.etsy.com/au/listing/4537632427/client-onboarding-kit-for-coaches-and

DIY price reference reviewed 5 October 2026 against the linked Etsy listing.