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Client Onboarding Template

A client onboarding document is sent to new clients to give them the most important information about working with you.

What is a 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 customised 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

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