High Impact Free Resources
Free
Client Onboarding SOP Template
The exact standard operating procedure that onboards clients professionally without the admin chaos
Every time you onboard a new client without a system, you reinvent the wheel. This SOP template gives you the complete step-by-step process — from contract signed to project started — that you can customise once and use forever. Built in Notion. Exportable to any format.
Deploy time 1 hour to customise
Format Notion Template
Skill level Easy
Automation Manual
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What is inside
Complete 12-step client onboarding checklist
Welcome email templates (3 variations)
Client information intake form structure
Project kickoff meeting agenda template
First-week task list for you and the client
Notion database structure for tracking all clients
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Get Client Onboarding SOP Template — free
Deploy in 1 hour to customise. Built on the same frameworks we use with clients.
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