Client Onboarding Free SOP
Steps to onboarding a new client in a consistent, professional manner.
Steps
- Send Welcome Email
- Collect Onboarding Information
- Review Client Submission
- Set Up Project Folder
- Schedule Kickoff Call
Tools
ClickUp
Monday.com
AI PROMPT: Create an onboarding SOP for an (INDUSTRY) agency that covers the key steps and deliverables for new clients. Make it clear and actionable.
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- ✔ 7 Done-for-You SOPs
- ✔ Built-In ChatGPT Prompt Pack
- ✔ 4 Bonus Client Templates
- ✔ Lifetime Updates
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