Client Onboarding Template
₱288.00
₱1247.0077% offAre you ready to streamline your client onboarding process and elevate your business? Look no further than our Client Onboarding Guide. We've crafted a straightforward and friendly toolkit that puts you in control, saving you time and ensuring a smooth client onboarding experience.
What's Inside:
✅ 1. Client Onboarding File - Masterfile: easily manage your client's information in one centralized location. This editable google sheet file ensures you have a master overview of your clients, making organization a breeze.
✅ 2. Client Onboarding Guide - Step by Step Tutorial: Navigate the onboarding process seamlessly with our detailed tutorial in Notion. Our step-by-step guide ensures you never miss a beat.
✅ 3. Client Onboarding Email Template: Say goodbye to email drafting stress! Access three professionally crafted email templates designed to facilitate the onboarding communication process. Bonus: AI prompt samples included if you prefer a personalized touch.
✅ 4. Contract Template - Service Level Agreement: establish clear expectations with a robust service level agreement template. Define the terms of your professional relationship with your client effortlessly.
✅ 5. Notion Project Template - Track the progress of each client with our integrated Kanban Board in Notion.
✅ 6. Invoice Template - Streamline your billing process with our professionally designed invoice template.
Why Choose Our Toolkit:
✅1. Straightforward and Editable: Our toolkit is designed to be user-friendly and adaptable to your unique business needs. Editable files in both Excel and Word formats ensure seamless customization.
✅ 2. Time-Saving: Bid farewell to tedious back-and-forths. With our toolkit, you'll efficiently manage your client interactions, leaving you with more time for what truly matters – growing your business.
VALUE: PHP 1,247
SALE PRICE: 288 PHP
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NOTE: Due to the nature of the transaction , we cannot offer refund on your purchase. However, if you have any problems with the download or file, please contact us here we will help you to resolve your concern as quickly as possible! 🔔
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