The Client Onboarding Handbook is a plug-and-play system for freelancers, service providers, and digital pros who want to start new client relationships with clarity, confidence, and boundaries that stick.
One-Time Download | Yours to Keep
Here’s what you’ll get:
The Full Client Onboarding Handbook (PDF)
A step-by-step guide to your client experience — from welcome to wrap-up.
Real Boundary Scripts
Pre-written, non-cringey ways to set limits and manage feedback.
Folder Organization Tips
Build your shared drive like a pro — and never lose client docs again.
Client-Ready Process Templates
What to say. When to send it. Where to put it. It’s all mapped out.
You’ll love this if you’re...
A VA, strategist, or consultant managing 1:1 services
Tired of writing new welcome emails from scratch
Feeling messy about where client documents go
Wishing you had a confident way to explain your hours, boundaries, and expectations
Done with “figure it out as I go” onboarding
The Client Onboarding Handbook is a plug-and-play system for freelancers, service providers, and digital pros who want to start new client relationships with clarity, confidence, and boundaries that stick.
One-Time Download | Yours to Keep
Here’s what you’ll get:
The Full Client Onboarding Handbook (PDF)
A step-by-step guide to your client experience — from welcome to wrap-up.
Real Boundary Scripts
Pre-written, non-cringey ways to set limits and manage feedback.
Folder Organization Tips
Build your shared drive like a pro — and never lose client docs again.
Client-Ready Process Templates
What to say. When to send it. Where to put it. It’s all mapped out.
You’ll love this if you’re...
A VA, strategist, or consultant managing 1:1 services
Tired of writing new welcome emails from scratch
Feeling messy about where client documents go
Wishing you had a confident way to explain your hours, boundaries, and expectations
Done with “figure it out as I go” onboarding
