Client_Onboarding_Toolkit

Client Onboarding Toolkit

If you’re tired of wasted efforts, endless back-and-forth communications, and feeling like you don’t always make a great first impression, the Client Onboarding Toolkit is for you.

Imagine if you could stop reinventing the wheel each time you bring on a new client with a straightforward onboarding process.

Stop dreading writing estimates and contracts and avoid the money discussion and learn to exude confidence when you talk with prospects about how to work with you.

The Client Onboarding Toolkit is a simple, 4-step digital course for turning prospects into paying clients created by web designer Jill Anderson of Jill Lynn Design.

Product Overview Images

This digital course, accessible on any browser on any device, brings clarity to the client intake process, keeps you sane, and boosts your onboarding confidence—and your client’s confidence in you.

Designed for creative professionals, it’ll save you time, stress and frustration while making you look like the creative rockstar you are.

Ensure your contract covers you and your services and qualify each prospect you speak with to make sure there are no flags.

Feature Included:

Onboard clients like a pro…

Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
Discover how to talk about and implement your contract and what to do if you get client pushback.
Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
Set up automated call scheduling to save time for you and your clients.
Establish what to say—and what not to say—on a consultation call.
Learn how to identify red flags in a consultation call and how to turn things around.
Discover how to package your services and make your pricing less complicated.
Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
See recommendations for online scheduling, signing documents online and accounting software options.
Enjoy helpful resources and templates including contract and project questionnaire templates.
In addition to the digital course, a PDF download is also included.

Plan Details:

Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
Discover how to talk about and implement your contract and what to do if you get client pushback.
Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
Set up automated call scheduling to save time for you and your clients.
Establish what to say—and what not to say—on a consultation call.
Learn how to identify red flags in a consultation call and how to turn things around.
Discover how to package your services and make your pricing less complicated.
Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
See recommendations for online scheduling, signing documents online and accounting software options.
Enjoy helpful resources and templates including contract and project questionnaire templates.

Deal Terms:

• Length of access: Lifetime
• Redemption Deadline of coupon code: 60 Days from the purchase
• Lifetime access to Client Onboarding Toolkit
• All future Client Onboarding Toolkit updates
• This deal is non-refundable