Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.

That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).

Looking for something even more customized? Click here to see our custom and semi-custom options.