the
CLIENT
ONBOARDING
TEMPLATE
HOW IMPORTANT IS A GOOD FIRST IMPRESSION?
Create a seamless, professional experience for your new clientele with our client onboarding kit - Complete with an ebook, form templates, and email templates.
MADE FOR BOOKKEEPERS
Capture Attention & Reinforce Your Professional Brand
Effortlessly onboard new clients with confidence and professionalism using our Bookkeeping Client Onboarding Package! Designed for bookkeepers who want to streamline their process, this all-in-one package provides everything you need to create a smooth and organized onboarding experience. From essential forms and policies to pre-written emails and clear client expectations, this package saves you time, enhances your credibility, and ensures a seamless transition for every new client. Stop scrambling—start onboarding with ease! Provided in both an 8.5" x 11" and mobile optimized sizes.
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INCLUDED IN THE KIT
Onboarding Guide Ebook
A 61-page template pack that allows you to build the perfect onboarding package for your firm. Topics include: The service details, company policies, the client role in clean books, bookkeeping do's and don'ts, special rules for Corporations, information returns, and more.
Canva Form Templates
We've provided three forms to accompany your onboarding package that will assist your workflows. These forms are designed and Canva and include instructions on how to create fillable PDFs for your clients. Forms include: Client Intake Form, Information Release Forms, and Disengagement Request Forms.
Email Prompt Templates
We've include various prewritten emails that will be helpful during onboarding and offboarding your clients. Emails include: Onboarding emails, cleanup update emails, decision to disengage email, late fee and bounced check fee emails, and fee change emails.
Video and Ebook Training
We've included a private video series walking you through the customization process for your template. This series teaches you how to access your template, the basics of editing in Canva, and created fillable PDF forms using outside sources.
YOU SHOULD KNOW
Edit your template using the FREE Canva account
We exclusively used free elements inside of the template, so that you won't need to pay a monthly subscription to use it.
61 individual templates included
Create a welcome book with 61 template pages to choose from. Includes cover pages, content lists, video link pages, content pages, chapter pages, about pages, and team pages
Fully customize the template to match your brand
The full template should be customized to meet the needs of your brand. Change the colors, fonts, and images in the template as needed.
The template includes pre-built topics
The template includes some prewritten content such as addressing commingling, 1099s, W9 collection policies, owner payment rules, and special rules for S Corps. Topics follow US tax law and are easily editable.
You will have access to two versions of the template
You will have access to an 8.5x11 in template to share a digital PDF with your client and a 1284 x 2778px (mobile optimized) template. This ensures you're delivering an accessible package to your clients.
Forms and Email Prompts Included
We include an intake form, information release form, cancellation request form templates, and email prompts to help you communicate with your client.
Additional templates included
No onboarding process is complete without forms and emails. We've got your back and created those, too!
Q. What forms are included in the kit?
We include two styles of 3 different forms: A client intake form, a information release form, and a cancellation request form. Each of the forms are built inside of Canva and instructions are provided to create fillable PDFs.
Q. What type of emails are included?
We wanted to create email prompts that will help you communicate with your client during the onboarding process. These emails relate to onboarding, client cleanups, scheduling meetings, disengaging decisions, and fee changes.
Q. Can I use the emails in Flodesk and Mailchimps?
Of course! We are providing email prompts here, not email layout designs. The emails can be used in your onboarding workflow systems or simply copy/pasted into a direct email to your client!
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