Free New Client Setup Templates

On-boarding your clients doesn't have to be complicated, but it should be consistent.

This will save you loads of time because:

  • you won't be re-writing the email every time you get a new client.

  • you won't have to remember what you need from your clients each time.

  • you won't have to dig through your sent folder for the last welcome email you sent.

  • you'll know exactly how to organize and store all the information you receive (hello, client file structure!)

Free New Client Setup Templates

Just drop your name and email here and they'll be delivered to your inbox 📥