The total value is $97 and you can grab yours today for ONLY $17.
Buy once. Use forever.
This is easy to keep at your fingertips every time you sign a new client! Printed or digital, this task guide is going to tell you step by step exactly what you need to do every time you onboard a new client. You can check off each step as you go through the process.
Not only is this a printable task guide that you can use anywhere at anytime, but it also provides DETAILED INSTRUCTION. This Client Onboarding Task Guide gives you instruction for each task that needs to be accomplished.
The best part is that you can customize this resource to your brand and adjust colors, fonts and verbiage for it to flow with YOUR branding.
Plug and play with our editable service proposal templates! You can send this as a PDF to your clients or upload it anywhere making it easy for clients to review. This proposal will have YOUR branding, your information and give you step by step guidance as to how it must be complete.
This service proposal is laid out to help you make more sales! Choose a template you like, edit it to your branding and fill out the information.
Save time. Save energy. Make the process easy.
Do you ever get tired of all of the emails going back and forth with clients? AVOID IT with this easy to use, editable Information Request Form. This is EXACTLY what we use at Social Salad Society to save us HOURS of time.
The Information Request Form is what you will deliver to your clients after they sign on with you. It is going to tell them exactly what you need and due dates to make the onboarding process seamless.
You can store this information in a Google Drive, Dropbox or whatever system it is you use. This form is going to be a STAPLE item in your onboarding process.
All you have to do is send this to your clients once they sign. The information is already available to you in the template. You can customize any information and branding to make it your own. This is going to save you more time than ever!