The New Client Onboarding Suite
Elevate Your Client Onboarding Experience
Exclusively for digital marketing agencies and creative service-based businesses.
the problem
You should feel excited to welcome a new client, but instead, you have a throbbing headache…
Because of the sheer volume of details to manage, from contracts to project specifications
Because of unclear client instructions, missed emails, and misaligned expectations
Because crucial onboarding steps keep slipping through the cracks again and again
The solution
NO MORE throbbing headaches 🙅🏻♀️
because this streamlined process sets you and your new client up for success.
Introducing…
The New Client Onboarding Suite
WHAT YOU'LL GET
The Done-For-You Suite serves as the ultimate tool to help you create a red-carpet onboarding process… all without the stress of feeling overwhelmed or spending countless hours piecing it together on your own.
20 + pages covering everything from service descriptions and project timelines to comprehensive package insights, transparent pricing breakdowns, detailed deliverable descriptions, introductions to the team, contact us information, clear billing and payment instructions, and heartfelt thank-you pages to complete the experience, and more!
Sample copy for each page along with comprehensive prompts to guide you in creating content for your client onboarding package
Effortless customization process designed to save you valuable time while customizing to reflect your business’ branding
Clear instructions on where to add specific details to ensure a smooth and cohesive document flow
Live in Your EFFICIENCY era
Welcome a new era of client satisfaction exclusively for you!
A well-structured new client onboarding experience not only sets the foundation for a successful partnership but also shows your commitment to delivering value from the very beginning.
The Onboarding Suite is Perfect for:
Digital Marketers
Social Media Managers
Online Business Managers
Virtual Assistants
Ads Consultants
Brand Strategists
Coaches
Course Creators
Rinse & repeat method
Your very simple, streamlined, foolproof onboarding process…
because nobody has time to waste, and there is work to be done!
What’s inside the Suite?
Detailed New Client Welcome Guide and System Checklist
Welcome Cover Page & Page Dividers
Introduction Letter & Summary Templates
Expectations Template
Service Description Template
About Template (You/Us/Team) Templates (3 options)
Investment Templates, including, a Price List, Membership Fees, Upgrade Options, Special Offers)
Kickoff Checklist Template
Helpful Resources Template
Communication/Contact Us Templates
Frequently Asked Questions Template
Annnnnnd…
Special Bonuses
These three (FREE) swipe files will supercharge your onboarding process ⤵
1) Client Onboarding Email Templates
Send your professional and impressive onboarding packet with this email template. There is nothing worse than staring at a blank email, wondering how to say or how to say - WELCOME ONBOARD!
Effectively communicate with your new client from day one.
This template is designed to walk your client through the onboarding process in a clear way and explain what comes next.
Choose from the template that aligns with your business model:
Time to welcome your clients with professionalism and ease.
swipe file via google doc
2. New Client Survey and Kickoff Agenda Templates
It's time to streamline your survey and kickoff meeting process. Ensure you gather crucial information by using this survey tool, designed to help you ask the most important questions.
Plus, guarantee a productive and organized kickoff meeting by sending out this simple and comprehensive agenda template in advance.
swipe file via google doc
3. New Client Onboarding SOP
This meticulously detailed New Client Onboarding SOP (Standard Operating Procedure) covers various aspects of the onboarding process, including communication, documentation, tasks, and responsibilities to ensure a consistent and smooth experience for new clients.
This SOP includes:
swipe file via google doc
"The Ultimate New Client Onboarding Suite is SO helpful. As soon as I opened the Canva file and saw how many page templates were included, I knew how much it'd help my business. I don't have an 'onboarding' process for my clients so I spend a lot of time creating and putting together documents, explaining where things are etc, and as a result, processes are kinda scrambled and scattered. Can't wait to use this template and create something streamlined for my business and clients!"
Lisa-Robyn Keown
Copywriter, Strategist & Web Designer
you are the pro
Impress your clients from day one with a red-carpet, professional onboarding experience that reflects your expertise.
You will have more time and happier clients - win, win!
With the Onboarding Suite, you can:
Tailored for Success: Use customizable templates that have everything you need to onboard each client, making them feel valued and understood.
Foolproof Onboarding: No more second-guessing or trial-and-error. The rinse & repeat design templates, copy prompts, checklists, and swipe files feel like a breeze.
Delight Your Clients: Impress your clients from day one with a smooth like butter, professional onboarding experience that reflects your expertise
Scale Your Business: With more time and happier clients, watch your service-based business grow like never before
Feel Confident When Sending Proposals: Share your customized proposals without a doubt.
“I can't believe how much time this Onboarding Suite has saved me. It's like having a personal assistant in my pocket. Highly recommend! If you're in need of a solution for a consistent onboarding process, look no further than this Onboarding Suite 🙌🏼"
Hayley Monroe
Marketing Account Manager
It's All Waiting For You:
$37
$37
Hi! I'm Crystal Eva!
With over ten years of experience, I've been helping entrepreneurs in running their businesses efficiently and effectively. During this time, I successfully managed and grew various online businesses.
Now, my mission is to make things as smooth as butter for entrepreneurs like you who are making their mark online. I've created templates based on my proven techniques, so you can enhance your business without going through the frustrating trial-and-error phase.
My aim is to ease some of the overwhelm of running your business. That's why I've put together this bundle of resources!
Inside this bundle, you'll find tools and advice that stem from my hands-on experience working with clients over the years. Every tip I share has been tried and confirmed to be effective, especially in onboarding new clients. And now, I'm excited to share these valuable insights with you.
The New Client Onboarding Suite is designed to simplify your new client process. It saves you time and money and helps you onboard clients with confidence.
Your 🔥 Questions
Who is this right for?
The resources inside this kit were designed to help service-based businesses, including coaches, consultants, freelancers, virtual assistants, and social media managers.
How do I access my purchase?
After your payment has cleared, you will receive instant access! You will receive a PDF file immediately via email. Be sure to either create or log in to your Canva account before downloading the file. This is a digital download; no physical product will be shipped.
Is my purchase refundable?
Instant download items don’t accept returns, exchanges, or cancellations. Please contact support@crystaleva.ca about any problems with your purchase, and we will be happy to help!
How long do I have access to the bundle?
Lifetime access. Once you purchase and download the materials they are yours.
Do templates include copy?
Yes! They include professional copy that you can simply customize to your brand.
Can I share this product with a friend?
No. You can use it for your own business but can not share, sell or gift any portions of it to anyone else as it violates copyright laws.
ask yourself this
Are YOU ready to take your client journey to the next level?
Don't let client onboarding hold you back any longer.
This resource is not created by, affiliated with, or sponsored by Facebook® or Instagram®
© 2024 CRYSTAL EVA VIRTUAL SERVICES
PRIVACY POLICY