Client Onboarding

It all starts with your client onboarding email! As soon as a new client books, shoot your onboarding email over to them—so you set crystal clear expectations from the very beginning!

Taken from my own client onboarding email (word-for-word) that I send to all my branding, graphic design, and web design clients, this template is perfect for any creative entrepreneur providing one-on-one services.

This no-nonsense "Welcome Email" will get you and your client on the same page from day one! The email template includes a break down of my own office policies, client homework, and timeline—customize it to work for your business and clientele!

Email template

Wondering how to make your client experience stress free from the beginning?

The Details

INCLUDES: Template guide (PDF), email template (Word doc and PDF), as well as a bonus Dubsado version of the email (Word doc and PDF)—which you can drop into your Dubsado email and it will auto-populate the important details from your project profile!

(Don't use Dubsado? Don't worry! Just use the original version—copy and paste it into any email provider)

NOTE: This is a digital product—you will not receive a physical product. Because of the nature of digital products ALL SALES ARE FINAL and there are no refunds or exchanges.

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