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!)