{"product_id":"client-onboarding-package","title":"Client Onboarding Package","description":"\u003cp\u003e\u003cstrong\u003eTurn a signed client into a smooth start, with every follow-up built in.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe first few weeks with a new client set the tone for the whole relationship. You need the scope agreed in writing, a warm welcome, the right information collected up front, a well-run kickoff meeting and regular check-ins until the work is up and running. The Client Onboarding Package turns all of that into one repeatable process, so every client gets the same professional experience and nothing slips between steps.\u003c\/p\u003e\n\u003cp\u003eEvery template opens with a short \u003cem\u003eHow to Use This Document\u003c\/em\u003e guide that names the documents it connects to. You always know what comes next, and your team can pick up a client at any stage.\u003c\/p\u003e\n\u003ch3\u003eWhat's included: 8 documents\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eFor your client\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Welcome Pack\u003c\/strong\u003e: a welcome letter template covering the client's account team, what happens next, what you need from them and every key date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Intake \u0026amp; Discovery Questionnaire\u003c\/strong\u003e: 15 questions on the client's business, current situation, goals, access and approvals. It also includes an unticked marketing opt-in box, so your mailing list is consent-based from day one.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eService Agreement \/ Engagement Letter\u003c\/strong\u003e: scope of services, term, fees and GST, client responsibilities, confidentiality, intellectual property, liability, privacy, termination, dispute resolution and signatures for both parties.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding Email Sequence\u003c\/strong\u003e: five ready-to-send emails, from the welcome email through kickoff, progress, go-live and 30-day feedback. Each one comes with a suggested subject line and send timing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKickoff Meeting Agenda\u003c\/strong\u003e: a timed 60-minute agenda with meeting details, discussion points, an action items table and next steps.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eFor your team\u003c\/strong\u003e\u003c\/p\u003e\n\u003col start=\"6\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eInternal Client Onboarding Checklist\u003c\/strong\u003e: every task from pre-signature to go-live, grouped into five stages, with an owner and notes for each task and a sign-off at the end.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding Progress Tracker\u003c\/strong\u003e (Excel spreadsheet): a pipeline overview of every client, task-by-task detail for each stage and a notes and blockers log, with drop-downs for stage and status.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Details Spreadsheet\u003c\/strong\u003e (Excel spreadsheet): a master contact list for newsletters and marketing emails. It has columns for marketing consent and preferred channel, plus a separate Do Not Contact register for anyone who unsubscribes.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003eHow it flows\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eAgree the Work\u003c\/strong\u003e → \u003cstrong\u003eWelcome \u0026amp; Gather\u003c\/strong\u003e → \u003cstrong\u003eKick Off\u003c\/strong\u003e → \u003cstrong\u003eSet Up \u0026amp; Deliver\u003c\/strong\u003e → \u003cstrong\u003eSettle \u0026amp; Review\u003c\/strong\u003e. The checklist, the email sequence and the tracker all use the same stages, so whatever you tick off in one lines up with the others.\u003c\/p\u003e\n\u003ch3\u003eDesigned to be used, not just downloaded\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClick-and-type fields\u003c\/strong\u003e with date pickers and tickable checkboxes. All the wording stays fully editable.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWritten for Australian small businesses\u003c\/strong\u003e, with GST, the Privacy Act 1988 (Cth) and the Spam Act 2003 (Cth) in mind.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA consistent, professional format\u003c\/strong\u003e on A4 pages, in a clean design that looks right on screen and in print.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBuilt to connect.\u003c\/strong\u003e This package is the second of the four Sorted Suite bundles. It builds on the Business Start-Up Package and works alongside the Staff Onboarding and Accounts \u0026amp; Bookkeeping packs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eService businesses, consultants, agencies, bookkeepers, trades and other small to medium businesses that take on new clients regularly and want every client onboarded the same way, without rebuilding the paperwork each time.\u003c\/p\u003e\n\u003ch3\u003eFormat \u0026amp; delivery\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e6 Microsoft Word templates (.docx) and 2 Excel workbooks (.xlsx)\u003c\/li\u003e\n\u003cli\u003eInstant digital download after purchase. No physical product is shipped.\u003c\/li\u003e\n\u003cli\u003eBest used in Microsoft Word and Excel. The files can also be opened in Google Docs, Google Sheets and Pages, though some formatting and fillable fields may vary.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eThese templates are a general guide only and do not constitute legal or financial advice. Please have your Service Agreement reviewed by a qualified lawyer, and confirm your privacy and marketing obligations, before use.\u003c\/em\u003e\u003c\/p\u003e","brand":"Sorted Suite","offers":[{"title":"Default Title","offer_id":50724457677025,"sku":null,"price":109.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0850\/1284\/0673\/files\/sorted-suite-client-onboarding-01-cover.png?v=1791163803","url":"https:\/\/sortedsuite.myshopify.com\/products\/client-onboarding-package","provider":"Sorted Suite","version":"1.0","type":"link"}