Onboard Your Next Client with Exceptional Care & Attention, So They Feel Valued, Respected, & Prioritized
Meet Your New Secret Weapon
The Done-for-You Asana Client Onboarding Template
(That’s the “official name.” We shall actually call this the - plug-and-play client onboard lifesaver that makes you look like you’ve got your act together
—even if your office chair has a permanent butt groove.)
You didn’t start your business to spend hours drowning in email threads or to live inside a project management tool. You’re here to serve clients, share your magic, and maybe finish your coffee while it’s still hot.
But if the back-and-forth emails, scheduling chaos, and “oops I forgot to send the welcome email”
moments are making you question your life choices... we’ve got you.
A high-touch onboarding timeline that actually feels luxurious, so no step gets missed and your clients feel like the VIPs they are, from day one.
Pre-built reminders and checklists that give you the tools to follow through and not miss a step.
Email and call agenda templates, so you always know exactly what to say—and when to say it–to your new clients as they enter your world.
Repudiandae
Not a Coach?
Not a Problem.
This template was born in the coaching world, but it’s ridiculously easy to adapt for any online service provider. Copywriters, designers, OBMs, VAs, strategists—you name it.
Just swap in your services, tweak the emails, and you’ve got a repeatable, high-end onboarding experience that doesn’t involve you screaming into a pillow or Googling “how to be more organized” at 2 AM.
[Seriously, you could customize this thing in less time than it takes to fold that laundry pile you’ve been avoiding. (No judgment.)]
You’re a neurodiverse entrepreneur or solo service provider who thrives on systems and also has 23 tabs open at all times.
You care deeply about your clients but are allergic to spreadsheets and chaos.
You want a client experience that’s smooth and elegant without pretending
to be someone
you’re not.
All prices in USD