My Client Onboarding Process (Walkthrough + Templates)

In this video, I walkthrough my 3-step client onboarding process and the Notion templates I have built to reduce this down to 20-minutes. If you are just getting started or looking for ways to refine your own client onboarding process, I hope this will be a valuable resource for you. You'll find all the templates below. As always, if you have any questions or just want to chat, leave a comment. I love when you do :) ~ Chloë

FREE TEMPLATE ACCESS:

Client Portal Template:
https://www.notion.so/templates/clien...


Notion Invite and Client Portal Access Email:
https://chloeforbesk.notion.site/Clie...

Free Notion Starter Kit (20 Templates)
https://chloeforbesk.com/freebies


#notion #onboarding #clientonboarding


RELATED VIDEOS:

Client Portal Template
   • Create a Client Portal in Notion (+ F...  

Client Management Template
   • Notion Client Management Template (+ ...  




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What I film with:
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Microphone: https://chloeforbesk.com/mic
Lighting: https://chloeforbesk.com/ringlight
Editing: https://chloeforbesk.com/descript/



About Me:
Hi, I’m Chloë. I provide digital systems, strategies, and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.

Learn more at https://chloeforbesk.com

#notion


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Date: 1st March 2024
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