The Toolkit includes the following:
- Digital access to the Toolkit templates – consisting of Essential templates covering every aspect of onboarding, from contracts to payment schedules to communication plans.
- Pre-built checklists and forms, so you won’t forget any critical steps.
- Downloadable editable version to allow for branding
- A streamlined approach that helps you save time and standardise the way you onboard clients, ensuring a consistent and professional experience every time.
With this toolkit, there’s no need to start from scratch or worry about missing any important details. Everything is ready to go—just customise it to suit your business or service needs, and you’re all set! If you’re looking to simplify and professionalise the way you onboard clients, this toolkit is for you.
Let’s make the client onboarding process seamless, standardised and stress-free!