Client Onboarding Toolkit

🌟 Client Onboarding Toolkit

The simple, streamlined way to onboard new clients with confidence.

If you’re a service provider, you already know – the smoother your onboarding, the better your working relationship. But creating all those forms, templates, and emails from scratch? That takes time you don’t have.

This Client Onboarding Toolkit gives you everything you need to take a client from "let’s chat" to "we’re off to a flying start", with templates, emails, checklists and processes you can use again and again.

🧰 What’s inside:

• Discovery to Contract SOP – a step-by-step guide to move from enquiry to signed contract and invoice.
• Client Onboarding SOP – your repeatable workflow to get new clients up and running smoothly.
• Client Intake Form (Google Form) – ready to copy and personalise for your own services.
• Discovery Call Questions – suggested prompts to lead the conversation and gather key info.
• Editable Email Templates – to request client details, send contracts/invoices, and welcome new clients.
• Checklist Template – track your tasks and stay on top of onboarding every time.
• Canva Header Template – brand your intake form with a polished header image.

Plus, links and clear instructions to copy, edit, and make them your own. Most are in Google Docs or Sheets format, with a Canva link for the visual bits.

✅ Perfect for:

• Freelancers & service providers of all kinds
• Anyone who wants to look put-together without reinventing the wheel
• People who’ve had “sort out my onboarding” on their to-do list for way too long

💬 “Brilliant resource – saved me hours and gave me ideas I hadn’t thought of. Feels great to have this sorted.” – Beta tester

👩‍💻 About the creator

I’m Nicky, a Certified Online Business Manager with 20+ years’ experience supporting founders and small teams. I’m all about clarity, calm, and operations that work without the drama.

Got questions before you buy? Get in touch »