Templates · Delivery
Client Onboarding Template
A consistent first two weeks
TP-001v1.0Beginner · 20 minUpdated 2026-06-30
Overview
A complete onboarding sequence with emails, checklist, and kickoff agenda.
Purpose
Make every client's first two weeks identical and reassuring.
Why it matters
Onboarding sets the tone for the entire engagement and is easy to standardise.
Unlock the full playbook
The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.
When to use it
Use the moment a proposal is accepted.
Tags
- template
- onboarding
- delivery
Related assets
- Business Systems Blueprint
Systems
- SCALE Framework™
Growth
- Process Documentation Worksheet
Systems