THE NEW CLIENT ONBOARDING SUITE

ELEVATE YOUR NEW CLIENT ONBOARDING EXPERIENCE

Exclusively for service-based businesses.

THE PROBLEM

You should feel excited to welcome a new client, but instead, you have a throbbing headache…

➜ Because of the sheer volume of details to manage, from contracts to project specifications

➜ Because of unclear client instructions, missed emails, and misaligned expectations

➜ Because crucial onboarding steps keep slipping through the cracks again and again

THE SOLUTION

NO MORE throbbing headaches 🙅🏻‍♀️

because this streamlined process sets you and your new client up for success.

Introducing…

The New Client Onboarding Suite

WHAT YOU’LL GET

The Done-For-You Suite serves as the ultimate tool to help you create a red-carpet onboarding process… all without the stress of feeling overwhelmed or spending countless hours piecing it together on your own.

✅ 20+ pages covering everything from service descriptions and project timelines to comprehensive package insights, transparent pricing breakdowns, detailed deliverable descriptions, introductions to the team, contact us information, clear billing and payment instructions, and heartfelt thank-you pages to complete the experience, and more!

✅ Sample copy for each page along with comprehensive prompts to guide you in creating content for your client onboarding package

✅ Effortless customization process designed to save you valuable time while customizing to reflect your business’ branding

✅ Clear instructions on where to add specific details to ensure a smooth and cohesive document flow

LIVE IN YOUR EFFICIENCY ERA

Welcome a new era of client satisfaction exclusively for you!

A well-structured new client onboarding experience not only sets the foundation for a successful partnership but also shows your commitment to delivering value from the very beginning.

The Onboarding Suite is Perfect for:

✓⃝ Digital Marketers

✓⃝ Social Media Managers

✓⃝ Online Business Managers

✓⃝ Virtual Assistants

✓⃝ Ads Consultants

✓⃝ Brand Strategists

✓⃝ Coaches

✓⃝ Course Creators

RINSE & REPEAT METHOD

Your very simple, streamlined, foolproof onboarding process…

because nobody has time to waste, and there is work to be done!

What’s Inside the Suite?

➜ Detailed New Client Welcome Guide and System Checklist

➜ Welcome Cover Page & Page Dividers

➜ Introduction Letter & Summary Templates

➜ Expectations Template

➜ Service Description Template

➜ About Template (You/Us/Team) Templates (3 options)

➜ Investment Templates, including, a Price List, Membership Fees, Upgrade Options, Special Offers)

➜ Kickoff Checklist Template

➜ Helpful Resources Template

➜ Communication/Contact Us Templates

➜ Frequently Asked Questions Template

ANNNNNND…

Special Bonuses

These three (FREE) swipe files will supercharge your onboarding process ⤵

1) Client Onboarding Email Templates

Send your professional and impressive onboarding packet with this email template. There is nothing worse than staring at a blank email, wondering how to say or how to say - WELCOME ONBOARD! 


Effectively communicate with your new client from day one. 

This template is designed to walk your client through the onboarding process in a clear way and explain what comes next. 

Choose from the template that aligns with your business model:

  1. The Agency Approach: Formal Tone

  2. The Solopreneur Style: Warm Tone

Time to welcome your clients with professionalism and ease.

SWIPE FILE VIA GOOGLE DOC

2) New Client Survey and Kickoff Agenda Templates

It's time to streamline your survey and kickoff meeting process. Ensure you gather crucial information by using this survey tool, designed to help you ask the most important questions. 

Plus, guarantee a productive and organized kickoff meeting by sending out this simple and comprehensive agenda template in advance.

SWIPE FILE VIA GOOGLE DOC

3) New Client Onboarding SOP

This meticulously detailed New Client Onboarding SOP (Standard Operating Procedure) covers various aspects of the onboarding process, including communication, documentation, tasks, and responsibilities to ensure a consistent and smooth experience for new clients.


This SOP includes:

✅ Client Welcome: Information on how to welcome new clients, including sending welcome emails and setting expectations.

✅ Documentation: Details on the required paperwork, contracts, and agreements.

✅ Team Assignments: Assigning responsibilities to team members involved in onboarding.

✅ Client Meetings: Scheduling and conducting introductory meetings and consultations.

✅ Data Collection: Gathering essential information from the client to tailor services.

✅ Service Setup: Configuring tools, accounts, and systems required for client work.

✅ Communication Plan: Establishing communication channels and schedules.

✅ Content Planning: Creating a content strategy for the client.

✅ Feedback and Review: Setting up processes for client feedback and periodic reviews.

✅ Sample Emails: Including sample welcome emails, progress updates, and other relevant communications.

SWIPE FILE VIA GOOGLE DOC

"The Ultimate New Client Onboarding Suite is SO helpful. As soon as I opened the Canva file and saw how many page templates were included, I knew how much it'd help my business. I don't have an 'onboarding' process for my clients so I spend a lot of time creating and putting together documents, explaining where things are etc, and as a result, processes are kinda scrambled and scattered. Can't wait to use this template and create something streamlined for my business and clients!"

Lisa-Robyn Keown

Copywriter, Strategist & Web Designer

YOU ARE THE PRO

Impress your clients from day one with a red-carpet, professional onboarding experience that reflects your expertise.

You will have more time and happier clients - win, win!


✅ Tailored for Success: Use customizable templates that have everything you need to onboard each client, making them feel valued and understood.

✅ Foolproof Onboarding: No more second-guessing or trial-and-error. The rinse & repeat design templates, copy prompts, checklists, and swipe files feel like a breeze.

✅ Delight Your Clients: Impress your clients from day one with a smooth like butter, professional onboarding experience that reflects your expertise

✅ Scale Your Business: With more time and happier clients, watch your service-based business grow like never before

With the Onboarding Suite, you can:

“I can't believe how much time this Onboarding Suite has saved me. It's like having a personal assistant in my pocket. Highly recommend! If you're in need of a solution for a consistent onboarding process, look no further than this Onboarding Suite 🙌🏼"

Hayley Monroe

 Marketing Account Manager

It's All Waiting For You:

✅ 20 + Templates made in Canva with built-in professional copywriting

✅ Onboarding System Guide & Checklist 

🎉 BONUS #1 - Client Onboarding Email Template 

🎉 BONUS #2 - New Client Survey and Kickoff Agenda Template

🎉 BONUS #3 - New Client Onboarding SOP

$37

Hi! I’m Crystal Eva

With over ten years of experience, I've been helping entrepreneurs in running their businesses efficiently and effectively. During this time, I successfully managed and grew various online businesses. 

Now, my mission is to make things as smooth as butter for entrepreneurs like you who are making their mark online. I've created templates based on my proven techniques, so you can enhance your business without going through the frustrating trial-and-error phase.

My aim is to ease some of the overwhelm of running your business. That's why I've put together this bundle of resources! 

Inside this bundle, you'll find tools and advice that stem from my hands-on experience working with clients over the years. Every tip I share has been tried and confirmed to be effective, especially in onboarding new clients. And now, I'm excited to share these valuable insights with you. 

The New Client Onboarding Suite is designed to simplify your new client process. It saves you time and money and helps you onboard clients with confidence.

Your 🔥 Questions

  • The resources inside this kit were designed to help service-based businesses, including coaches, consultants, freelancers, virtual assistants, and social media managers.

  • After your payment has cleared, you will receive instant access! You will receive a PDF file immediately via email. Be sure to either create or log in to your Canva account before downloading the file. This is a digital download; no physical product will be shipped.

  • Instant download items don’t accept returns, exchanges, or cancellations. Please contact support@crystaleva.ca about any problems with your purchase, and we will be happy to help!

  • Lifetime access. Once you purchase and download the materials they are yours.

  • Yes! They include professional copy that you can simply customize to your brand.  

  • No. You can use it for your own business but can not share, sell or gift any portions of it to anyone else as it violates copyright laws.

ASK YOURSELF THIS…

Are YOU ready to take your client journey to the next level?

Don't let client onboarding hold you back any longer.