Héritage Onboarding Guide For Social Media Marketers
About this template
Welcome new clients with ease using this customizable Onboarding Guide template. Designed to streamline the onboarding process, this template outlines project steps, expectations, and key details to set clients up for a successful collaboration. Perfect for small businesses and creatives seeking a seamless start to every project.
Use this template to
Gather information
Onboard clients
Schedule meetings
Share general information
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
November 8, 2024
More from
Ashley Ferreira
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Stop sending emails, start sending experiences
Let clients eSign from any device to keep your projects and business moving.
Set your availability so clients can book you without the back-and-forth.
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Use royalty-free images within your templates to get up and running faster.
Populate information automatically to reduce repetitive and manual editing.
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