Social Media Client Onboarding Template

New client incoming? Great! Let's get them onboarded correctly and set those important boundaries straight up.Our Canva-based Client Onboarding Template is fully customisable, featuring pre-filled sections with real examples to kickstart your projects. Set clear boundaries, expectations, and save time with our structured framework. Whether you're a seasoned manager or new to the industry, this template is a timesaving hack you'll love.

Here's what sets our template apart:

1. Complete Framework: Say goodbye to guesswork! Our template provides a structured framework covering all aspects of client onboarding, ensuring no crucial step is overlooked.

2. Tailored for Success: With prefilled sections and real-life examples derived from our own successful practices, you'll have a head start in impressing your clients and kickstarting your projects.

3. Effortless Customization: Whether you want to align it with your branding elements or dive right in, our template offers effortless customization, thanks to Canva's intuitive interface.

4. Time-Saving Prompts: Don't waste time pondering over what to include. Our template includes prompts to guide you through each section, saving you valuable time and effort.

5. Enhanced Professionalism: Impress your clients with a polished and professional onboarding experience. From initial contact to outlining deliverables, every aspect exudes professionalism and competence.

6. Built-in Boundaries: Establish clear boundaries and expectations right from the start, ensuring smoother collaboration and minimizing misunderstandings down the line.