Client Onboarding Document
A Client Onboarding document can be sent to new clients when you first start working with them. This simple document can provide an overview of all the things that a client might need to know, such as team contact details, company information and processes.
Why create a Client Onboarding document?
It's important to make a good impression when working with new clients. Your Client Onboarding document is one way to do this. By creating a good-looking, yet resourceful, document you can give your new clients the important information they need in one simple space.
When should you create a Client Onboarding document?
It's a good idea to send a client onboarding document whenever you start working with a new client. These can be customized to each client or you can send one overall onboarding document that is suitable for all clients.
How to use this Client Onboarding document?
- Tap the Use This Template button
- When prompted, log-in or sign-up to Craft
- Edit the template to make it your own