#013: Create a new client onboarding kit

Summary

Learn how to create a comprehensive client onboarding kit that impresses new leads and clients, from the initial inquiry to offboarding, ensuring a smooth and professional experience throughout the project.

Key Takeaways

1. Intro Packet: Includes a welcome note, service offerings, process outline, portfolio, and FAQs to make a strong first impression.

2. Proposal: Summarizes the project, outlines needs and solutions, and provides project details, pricing, and a call to action.

3. Welcome Packet: Personalized details for the project, communication guidelines, process breakdown, and a checklist.

4. Goodbye Packet: Final deliverables, tutorials, post-support info, and opportunities for feedback and upselling.

Timestamps

0:00 what’s an intro packet

1:35 what to include in a project proposal

2:56 what goes in a client welcome packet

4:34 what to add in the goodbye packet

6:53 how to create a new client packet

Mentioned

• Read full post and full transcript

• Watch on YouTube

• Testimonial template

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