5. Welcome Guide for New Clients


Onboard clients in a snap!

No more paper shuffling, forgetting important information, or back-and-forth.

Not only does it let you speed through the “welcome!” process, it also gives your clients confidence and peace of mind seeing how professional, organized, and easy to work with you are!

Clients feel welcomed, you feel relieved

It also lets you breathe a sigh of relief knowing you’ve covered your butt.  Protect yourself with the Welcome Guide and know that your clients are up to speed on all the policies and procedures right from the start of the engagement.


You get…

  • Your time back on every single new client you onboard.  Woohoo!
  • Easy set using your downloadable copy of the video “How we use the Welcome Guide and how to customize for your business”
  • Instant access to the fully customizable Google Doc with all steps and descriptions from the Client Welcome Package Template
  • Peace of mind knowing your clients are “on board” with all your policies and procedures
  • This is one of the steps in the workflow for the Client Onboarding Template so be sure to grab it as well

Get the New Client Welcome Guide!


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