Client Onboarding Guide
A warm, professional client welcome guide covering how you work, communication norms, tools, reporting cadence, and what you need from clients to start strong.
What's included
Frequently asked questions
What should a client onboarding guide include?
A complete onboarding guide covers: a welcome message, how you work (communication channels, response times), tools the client needs access to, what you need from them, the reporting and review cadence, and who to contact for what.
Why do agencies use client onboarding guides?
Onboarding guides reduce miscommunication and scope confusion in the first 30 days of a project. Clients who understand the process early are more likely to provide timely feedback and fewer surprises.
Is this onboarding guide template free?
Yes — free to use. Describe your agency workflow and client process to the AI and it will create a personalized welcome guide.
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