12 tools. One kit. Zero guesswork.
Everything you need to onboard clients like a pro. From discovery call to 60-day check-in, this kit gives you the exact templates, scripts, checklists, and frameworks to stop winging it and start running a repeatable process.
Built for service providers, VAs, consultants, and the business owners hiring them.
What is inside: Discovery Call Prep Sheet, Post-Discovery Follow-Up Email, Client Information Form, Task Inventory (100+ tasks by category), Communication Preferences, Schedule and Meeting Preferences, Kickoff Call Agenda, Welcome Email Template, Weekly Sync Agenda, Weekly Check-In Email, Milestone Check-In Guide, and a Master Onboarding Checklist.