Client Onboarding Templates

1. 01

   New-client form

   Use it to collect what you need before the first call. Build it in the form tool you already use.

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   Basic info
   - Full name
   - Email
   - Phone
   - Business name
   - Website
   
   Your project
   - What service are you interested in?
   - What problem are you trying to solve?
   - What would a good result look like?
   - When do you need this done?
   - Budget range
   
   Logistics
   - How did you hear about me?
   - Preferred meeting times (or a link to your booking page)
   - Anything else I should know?

   Tip: Make budget optional if you want more people to finish the form.

2. 02

   Welcome email

   Send it right after someone books a call or signs. Delete the half that doesn't apply.

   Subject: Welcome. Here's what happens next.

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   Hi [First name],
   
   Thanks for choosing to work with me. I'm looking forward to helping with [project].
   
   If you booked a call:
   - Date and time: [date and time]
   - Meeting link: [link]
   - I'll send a reminder the day before.
   - Come ready to talk about: [topic]
   
   If you signed:
   - Start date: [date]
   - First deliverable: [what]
   - Timeline: [when]
   - Next step: [what]
   
   What I need from you:
   - [Anything outstanding]
   
   Reply here if you have questions.
   
   [Your name]

3. 03

   First-meeting agenda

   Send it the day before your first working meeting with a new client.

   Copy

   Project: [name]
   Date: [date]
   Length: 30 to 45 minutes
   
   1. Goals (10 minutes)
   - What does a good result look like?
   - What's a must-have, and what's a nice-to-have?
   
   2. Timeline (10 minutes)
   - Key delivery dates
   - When you'll review the work
   - Final delivery date
   
   3. How we'll work together (10 minutes)
   - How we'll stay in touch
   - How often we'll check in
   - What happens if the timeline changes
   
   4. Next steps (5 minutes)
   - What I need from you this week
   - What you'll get from me this week
   
   5. Questions (the time left)
   
   After the meeting, I'll send:
   - Notes from the meeting
   - The updated timeline
   - A list of next steps

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