The Smooth Start: Client Onboarding Set

Service Description

Are your client processes feeling clunky or non-existent? This one-off setup package gives you a streamlined, branded onboarding experience—so your clients feel supported from day one (and you don’t drown in admin). Inclusions: ✔️ Client welcome email template ✔️ Branded intake form (Google Forms or Typeform) ✔️ Booking link setup (Calendly or similar) ✔️ Payment & contract checklist ✔️ Workflow guide or SOP template (for repeat use) ✔️ Integration into existing systems (Google Drive, Canva, or CRM) Estimated time: ~6–7 hours