CLIENT ONBOARDING SOP TEMPLATE

We’re often working so hard to attract, nurture, and sign new clients that we can forget how important onboarding is for actually KEEPING the clients we find (and for getting referrals). 

Drop your name and email and I'll send over my detailed Client Onboarding Template.

To help you think through your onboarding process and save you TONS of time, I’ve put together sample workflows that you can easily customize and use!