Done-for-you Client Onboarding Kit

Start the relationship right!


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Wow them with a seamless client onboarding process!

Your client is excited and you want to impress them from the get-go!

The onboarding stage is a rarely overlooked but often underutilized part of the sales process. With well thought out initial steps, you can hook clients and build trust. And importantly, create a strong foundation for a future relationship.

Ensure a smooth start to your working relationship with a warm & efficient onboarding system that’s ready to implement!

Certified Online Business Manager and Digital Marketing Strategist Sarah Noked says, “This is the step-by-step process we use at Sarah Noked OBM to onboard new clients – refined and perfected – so we know it works! The best part? I can onboard a new client like clockwork (with my eyes closed!) while providing the kind of TLC that makes them feel like they’re my ONLY client.”

Why reinvent the wheel (and waste precious time) every time you onboard a new client!

This FREE Done-for-you Client Onboarding Kit download offers you so much value.

  • Instant access to Sarah’s Standard Operating Procedures and Email Templates – started on applying the kit to your biz immediately.
  • Guidelines and processes that will showcase your brand and impress your customers, while making them feel welcome and important.
  • A clear Procedures Manual to improve efficiency and ensure consistency, so everyone on your team – and your client – is on the same page.
  • A solid step-by-step plan so you know exactly what to do each time.

Don’t wait! Grab this free kit to streamline your Client Onboarding process now!

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Understanding Client Onboarding

Onboarding is essentially the process of welcoming new customers to your business. It encompasses communicating your business view, and walking them through steps and systems, so that they know what to expect and how their work will get done by the service provider. Onboarding is important in most service industries and lots of Virtual Professionals, VAs,  Coaches and Online Business Managers (OBMs) use it.

A new client checklist, process flowchart or email templates will help you streamline the systems and you spend your time in what is really important – actually working on providing the best service for your customers!

Get more tools and freebies for your freelance or small businessways to get more clients, easy business plans, OBM Starter Kit

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Also, check out more free resources to grow your business!

Want to explore freelance, online, remote jobs in Copywriting, Marketing, Design, Social Media and more – for Moms and VAs? Browse & Post Opportunities on Maroon Oak!


(1 customer review)

1 review for Done-for-you Client Onboarding Kit

  1. Manuel

    The kit has great content and I am glad to get one and I am sure gonna use it on all my clients’ onboarding. Thank you so much!

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