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Streamline your client experience from first inquiry to lasting relationship. This step-by-step onboarding roadmap helps you create a seamless, professional, and high-touch process that builds trust, sets expectations, and gets clients excited to work with you.

What’s Inside:

✅ Fully Editable Canva or PDF Guide

✅ Clear, Easy-to-Follow Onboarding Roadmap

✅ Action Steps, Templates & Best Practices for Each Stage

Your Onboarding Journey Includes:

Step 1: Initial Inquiry Responded – Professional and timely first touchpoint

Step 2: Pre-Consultation Preparation – Set expectations and collect essential info

Step 3: Initial Consultation – Build rapport and understand client needs

Step 4: Proposal & Agreement – Present your offer with clarity and confidence

Step 5: Welcome Package – Deliver branded onboarding materials

Step 6: First Session Prep – Ensure a smooth and impactful kickoff

Ongoing: Support & Check-ins – Maintain strong communication and client satisfaction

Perfect For:

✔️ Coaches, consultants & creatives

✔️ Freelancers and service-based businesses

✔️ Agencies and VAs managing client projects

✔️ Anyone who wants to offer a polished, professional onboarding experience

📂 File Details:

✔️ File Type: Canva Template / PDF

✔️ Page Count: 10 Pages

✔️ Fully Customizable

✨ Keep it smooth. Keep it professional. Deliver an onboarding experience that makes clients say “I’m in good hands.”