Client Onboarding SOP Template

When you sign on a new client, first impressions are everything! If your onboarding is complicated, missing steps, or non-existent, you set a bad tone for that client relationship. 


This Client Onboarding SOP will give your new client a white-glove onboarding experience and start your working relationship off on the right foot!

What's Included:

Immediate digital download to begin 

        customizing right away

A Companion Workflow to      

        implement with ease

These templates are perfect for you if you’re just starting your business or need to get SOPs in place ASAP. Our fully customizable SOP templates and workflows can be completed in the same time it takes to catch an episode of your latest Netflix or Hulu obsession.  


(Mine is "Only Murders in the Building" on Hulu. I'm a sucker for Steve Martin and Martin Short )

You've got the Q's....I've got the A's!
  • How do I know these SOPs will work for my business?
    These SOP templates were written BY an entrepreneur FOR entrepreneurs - coaches, course creators, bloggers, podcasters, and other creative type entrepreneurs. They may not work as well for a brick-and-mortar business but they are customizable to your online creative business.
  • How do I customize my SOP Template?
    You will get a download link once your purchase is complete, as well as an email with instructions to download your document. All templates are in an editable word format with highlighted areas to customize. You can edit with MS Word or load it into Google Docs and edit there.
  • Can I share my template with a colleague or business bestie?
    Nope. Your purchase allows you, as the purchaser to use the document for your own business use. We don't permit the sharing of templates as it makes it difficult to keep our costs under control. You can read more about this in our Terms of Use link in the checkout form.
  • Do you offer SOP writing as a service?
    We sure do! Carrie geeks out when she gets to design a custom SOP and workflow. You can schedule an SOP VIP Day with this link: https://calendly.com/wulfden/sop-vip-day
  • I have a question not addressed here, who can I contact?
    You can reach us anytime at support@wulfdenprofessionalsolutions.com
Your Digital Download will be delivered to your inbox upon completion of your purchase!

When you make a purchase with the Wulfden SOP Shoppe, 15% of your total purchase will be donated to the Wounded Warrior Project.

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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  • Total payment
  • 1xClient Onboarding SOP$149
    -+

All prices in USD

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need help?
EMAIL US AT: support@wulfdenprofessionalsolutions.com

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