Client Onboarding Pack (14 Templates + Bonus Spreadsheet)



Everything you need to make your client’s experience with you an excellent one.

Includes the following:

  • Client Business Goals Worksheet
  • Client Call Notes
  • Client Invoice Sample
  • Client Onboarding Checklist
  • Confidentiality Agreement Sample
  • How I work Example
  • Client Intake Form
  • New Client Questionnaire
  • Payment Arrangement Form
  • Referral Request
  • Retainer Agreement Example
  • Weekly Touch Base Report Example
  • Welcome Letter
  • Work for Hire Agreement

Bonus material

Weekly hours and monthly income tracking spreadsheet


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